How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TrustBank

13F Portfolio OverlapQ1 2026TrustBank portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TrustBank is an institutional investor managing $258M across 154 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TrustBank are MATTERS, BONNESS ENTERPRISES, Papamarkou Wellner Asset, with shared positions in $ABT, $PGR, $CEG, $ETN, $LRCX, $IBM. The full ranking of 25 similar funds is below.

#1MATTERS CAPITAL LLCPassive

Some overlap · 5 shared positions

$ABT $PGR $CEG $ETN $LRCX

$113M

64 positions

#2BONNESS ENTERPRISES INCActive

Some overlap · 6 shared positions

$PGR $ABT $IBM $T $KO $SYK

$273M

39 positions

#3Papamarkou Wellner Asset Management inc.Passive

Some overlap · 5 shared positions

$PGR $ABT $ETN $DE $KO

$164M

86 positions

#4St. Clair Advisors, LLCActive

Some overlap · 7 shared positions

$PGR $ETN $ABT $IBM $KO $SYK

$376M

82 positions

#5FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$ABT $PGR $ETN $IBM $KO

$1.2B

150 positions

#6Marble Harbor Investment Counsel, LLCActive

Some overlap · 4 shared positions

$ABT $PGR $KO $SYK

$923M

192 positions

#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$ABT $PGR $KO $SYK

$2.1B

122 positions

#8Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 5 shared positions

$ABT $CEG $ETN $KO $SYK

$296M

146 positions

#9FAYEZ SAROFIM & COActive

Some overlap · 4 shared positions

$PGR $ABT $ETN $KO

$39.1B

294 positions

#10NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ABT $ETN $IBM $DE $KO $SYK

$367M

141 positions

#11SageGuard Financial Group, LLCPassive

Some overlap · 5 shared positions

$PGR $CEG $IBM $T $KO

$646M

196 positions

#12VILLERE ST DENIS J & CO LLCActive

Some overlap · 3 shared positions

$ABT $PGR $SYK

$907M

76 positions

#13Joseph Group Capital ManagementPassive

Slight overlap · 5 shared positions

$PGR $ETN $AMGN $T $LRCX

$400M

379 positions

#14Palisade Asset Management, LLCActive

Slight overlap · 5 shared positions

$ABT $AMGN $IBM $DE $SYK

$996M

195 positions

#15Rayburn West Financial Services LLCPassive

Slight overlap · 6 shared positions

$ABT $AMGN $IBM $DE $T $KO

$170M

82 positions

#16TOTH FINANCIAL ADVISORY CORPPassive

Slight overlap · 5 shared positions

$ABT $AMGN $IBM $KO $SYK

$911M

918 positions

#17Pine Haven Investment Counsel, IncPassive

Slight overlap · 5 shared positions

$ABT $AMGN $DE $KO $SYK

$136M

114 positions

#18Partnership Wealth Management, LLCActive