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Hedge Funds Similar to Adelphi

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

Adelphi Trust Co is an institutional investor managing $151M across 114 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 Adelphi are New Hampshire, Midwest, Kennebec Savings Bank, with shared positions in $SNOW, $ETN, $BKNG, $MCD, $UNP, $HON. The full ranking of 25 similar funds is below.

#1New Hampshire TrustPassive
Notable overlap · 9 shared positions
$SNOW$ETN$BKNG$MCD$UNP$HON
$496M
156 positions
#2Midwest Trust CoPassive
Some overlap · 8 shared positions
$SNOW$ETN$MCD$UNP$PNC$AMP
$8.0B
593 positions
#3Kennebec Savings BankPassive
Some overlap · 8 shared positions
$ETN$MCD$UNP$BKNG$HON$NOC
$111M
249 positions
#4CNB BankPassive
Some overlap · 8 shared positions
$UNP$MCD$ETN$NOC$AMP$DOW
$238M
522 positions
#5American Money Management, LLCActive
Some overlap · 7 shared positions
$SNOW$MCD$UNP$INTU$NOC$COP
$632M
168 positions
#6Bey-Douglas LLCPassive
Some overlap · 5 shared positions
$BKNG$ETN$MCK$SYK$INTU
$115M
56 positions
#7InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$ETN$SNOW$MCD$MCK$SYK
$175M
108 positions
#8Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$ETN$UNP$HON$NOC$PNC$COP
$685M
380 positions
#9Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ETN$MCD$UNP$HON$PNC
$98M
50 positions
#10HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$MCD$UNP$HON$INTU$SYK$COP
$1.5B
477 positions
#11Persium Advisors, LLCActive
Some overlap · 5 shared positions
$BKNG$MCD$UNP$HON$COP
$127M
60 positions
#12CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ETN$BKNG$UNP$MCK$COP
$758M
179 positions
#13Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ETN$UNP$SYK$INTU$AMP
$821M
85 positions
#14PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$ETN$MCK$UNP$AMP$COP
$166M
72 positions
#15RE ADVISERS CORPActive
Some overlap · 5 shared positions
$ETN$MCD$HON$NOC$COP
$3.7B
111 positions
#16KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 5 shared positions
$ETN$UNP$SYK$HON$NOC
$2.5B
186 positions
#17Resurgent Financial Advisors LLCPassive
Some overlap · 5 shared positions
$ETN$MCK$SYK$INTU$COP
$277M
260 positions
#18Peterson Wealth ServicesPassive
Some overlap · 5 shared positions
$RJF$MCD$UNP$SYK$ETN
$405M
215 positions
#19Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$SNOW$MCK$UNP$HON$NOC
$218M
419 positions
#20Haverford Trust CoActive
Some overlap · 5 shared positions
$ETN$MCK$SYK$HON$MCD
$10.9B
419 positions
#21BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ETN$MCD$SYK$UNP$COP
$1.6B
435 positions
#22ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$BKNG$ETN$MCK$INTU
$1.3B
100 positions
#23MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 5 shared positions
$ETN$SYK$UNP$NOC$MCD
$1.8B
250 positions
#24TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ETN$UNP$SYK$INTU$PNC
$3.0B
230 positions
#25Act Two Investors LLCActive
Some overlap · 6 shared positions
$SNOW$MCK$SYK$INTU$MCD$BKNG
$453M
36 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.