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Hedge Funds Similar to Caldwell

13F Portfolio OverlapQ2 2026Caldwell portfolio →
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Most similar hedge funds by 13F overlap

Caldwell Trust Co is an institutional investor managing $1.2B across 811 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Caldwell are EPG Wealth, First Fiduciary Investment Counsel, FIRST FINANCIAL BANKSHARES, with shared positions in $BLK, $PWR, $ANET, $AMGN, $MCD, $MRVL. The full ranking of 25 similar funds is below.

#1EPG Wealth Management LLCPassive
Some overlap · 7 shared positions
$BLK$PWR$ANET$AMGN$MCD$MRVL
$417M
318 positions
#2First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$NEE$BLK$AMGN$MCD$UNP$BX
$529M
75 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$NEE$BLK$AMGN$MCD$UNP$BX
$5.3B
210 positions
#4Henshaw Capital LLCActive
Some overlap · 6 shared positions
$MDY$BLK$MCD$MRVL$AXP$UNP
$3.1B
160 positions
#5Tandem Investment Partners LLCActive
Some overlap · 5 shared positions
$MDY$NEE$BLK$AMGN$AXP
$129M
76 positions
#6B & T Capital Management DBA Alpha Capital ManagementPassive
Some overlap · 5 shared positions
$NEE$BLK$PWR$AMGN$BX
$770M
129 positions
#7LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$NEE$BLK$AMGN$MCD$UNP
$155M
88 positions
#8Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$NEE$BLK$AMGN$MCD$UNP
$170M
61 positions
#9Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$NEE$MDY$MCD$BLK$BX
$1.0B
160 positions
#10NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$NEE$PWR$MCD$BLK$UNP$BX
$2.7B
200 positions
#11KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NEE$PWR$AMGN$MCD$ANET
$922M
217 positions
#12VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$MDY$AMGN$ANET
$147M
106 positions
#13Carl P. Sherr & Co., LLCPassive
Some overlap · 6 shared positions
$MCD$AMGN$BLK$ANET$NEE$AXP
$239M
134 positions
#14EASTERN BANKPassive
Some overlap · 6 shared positions
$NEE$ANET$BLK$MCD$AXP$UNP
$6.6B
1,107 positions
#15Bank OZKPassive
Some overlap · 6 shared positions
$PWR$AMGN$ANET$MRVL$AXP$BX
$337M
159 positions
#16St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$MDY$AMGN$MCD$NEE$AXP
$264M
201 positions
#17CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$NEE$BLK$PWR$MRVL$BX
$78M
44 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$NEE$AMGN$BLK$MCD$AXP
$1.4B
275 positions
#19WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$MDY$NEE$PWR$BLK
$3.2B
291 positions
#20CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$NEE$BLK$ANET$MCD$UNP
$484M
118 positions
#21Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$NEE$ANET$BLK$MCD$AXP
$655M
539 positions
#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$NEE$BLK$ANET$AXP$MCD
$195M
67 positions
#23Somerset Trust CoPassive
Some overlap · 4 shared positions
$NEE$BLK$AMGN$MCD
$354M
186 positions
#24OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 4 shared positions
$NEE$BLK$AMGN$MCD
$183M
31 positions
#25Crews Bank & TrustPassive
Some overlap · 6 shared positions
$MDY$MCD$BLK$NEE$AMGN$UNP
$766M
662 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.