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Hedge Funds Similar to TrustBank

13F Portfolio OverlapQ3 2026TrustBank portfolio →
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Most similar hedge funds by 13F overlap

TrustBank is an institutional investor managing $317M across 187 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TrustBank are St. Clair Advisors, PRENTISS SMITH, BONNESS ENTERPRISES, with shared positions in $PGR, $ETN, $ABT, $AMGN, $SYK, $BLK. The full ranking of 25 similar funds is below.

#1St. Clair Advisors, LLCSmart money
Some overlap · 5 shared positions
$PGR$ETN$ABT$AMGN$SYK
$402M
81 positions
#2PRENTISS SMITH & CO INCActive
Some overlap · 4 shared positions
$PGR$ABT$BLK$SYK
$177M
70 positions
#3BONNESS ENTERPRISES INCSmart money
Some overlap · 5 shared positions
$PGR$GLW$ABT$SYK$T
$307M
39 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$PGR$ABT$SYK$ETN
$2.1B
131 positions
#5Lineweaver Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$PGR$GLW$AMGN$DE$ABT$BLK
$863M
182 positions
#6Significant Wealth Partners LLCPassive
Some overlap · 4 shared positions
$PGR$CEG$GLW$T
$92M
116 positions
#7Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$PGR$ETN$AMGN$T
$476M
387 positions
#8Family Wealth Group, LLCActive
Some overlap · 4 shared positions
$PGR$ETN$GLW$DE
$189M
116 positions
#9RMG Wealth Management LLCActive
Some overlap · 5 shared positions
$CEG$ETN$DE$EXC$AMGN
$967M
534 positions
#10VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$ABT$PGR$SYK
$838M
85 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$ETN$GLW$AMGN$DE$CMI$T
$231M
125 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ABT$ETN$AMGN$BLK$SYK
$856M
89 positions
#13Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$ABT$ETN$GLW$AMGN
$1.1B
120 positions
#14UNITED BANKActive
Some overlap · 6 shared positions
$ABT$GLW$AMGN$CMI$BLK$SYK
$853M
130 positions
#15DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$ABT$ETN$DE$CMI
$530M
92 positions
#16Partnership Wealth Management, LLCActive
Some overlap · 5 shared positions
$ABT$CEG$GLW$EXC$T
$140M
67 positions
#17PATRICK M SWEENEY & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$ABT$ETN$DE$CMI
$177M
177 positions
#18GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$ETN$GLW$AMGN$BLK$SYK$T
$1.2B
611 positions
#19Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$ABT$ETN$DE$PGR$BLK
$159M
75 positions
#20Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$ABT$AMGN$DE$BLK$SYK
$1.1B
204 positions
#21WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$PGR$ABT$GLW
$294M
143 positions
#22Silver Lake Advisory, LLCPassive
Some overlap · 3 shared positions
$ABT$ETN$GLW
$272M
105 positions
#23Carnegie Investment CounselPassive
Some overlap · 5 shared positions
$PGR$ETN$AMGN$BLK$SYK
$5.0B
551 positions
#24BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ABT$ETN$AMGN$BLK$SYK
$346M
113 positions
#25ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ABT$AMGN$DE$CMI
$878M
73 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.