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Hedge Funds Similar to FIDUCIARY

13F Portfolio OverlapQ1 2026FIDUCIARY portfolio →
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Most similar hedge funds by 13F overlap

FIDUCIARY TRUST CO is an institutional investor managing $8.5B across 865 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 FIDUCIARY are Bath Savings, Ayrshire, JLB & ASSOCIATES, with shared positions in $TJX, $APH, $ABT, $MCD, $KLAC, $MS. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive
Some overlap · 4 shared positions
$TJX$APH$ABT$MCD
$936M
168 positions
#2Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$TJX$KLAC$MS$APH
$193M
50 positions
#3JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$TJX$KLAC$APH$AXP
$696M
70 positions
#4WEIK CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$TJX$MCD$AXP
$251M
90 positions
#5Focused Investors LLCActive
Some overlap · 4 shared positions
$TJX$MS$MCD$AXP
$3.1B
22 positions
#6PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$TJX$AXP$TMO
$4.8B
22 positions
#7GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$TJX$WT$TMO
$88M
38 positions
#8Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$TJX$APH$TMO
$131M
77 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$MS$ABT$MCD$AXP
$446M
104 positions
#10Elefante Mark BPassive
Some overlap · 4 shared positions
$TJX$ABT$APH$AXP
$182M
58 positions
#11AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TJX$NOW$APH$TMO
$1.4B
114 positions
#12Dempze Nancy EPassive
Some overlap · 4 shared positions
$TJX$MS$ABT$AXP
$182M
92 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$TJX$NOW$MS$ABT$MCD$TMO
$353M
78 positions
#14Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$TJX$ABT$AXP
$1.2B
135 positions
#15South Street Advisors LLCActive
Some overlap · 3 shared positions
$TJX$NOW$APH
$690M
83 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$TJX$NOW$ABT$TMO
$10.0B
560 positions
#17Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$TJX$KLAC$MS$APH$TMO
$20.5B
78 positions
#18Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$TJX$KLAC$MS$ABT$MCD
$1.4B
170 positions
#19Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$TJX$MCD$AXP
$18.1B
151 positions
#20Delaney Dennis RPassive
Some overlap · 3 shared positions
$TJX$ABT$AXP
$282M
60 positions
#21ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$TJX$WT$ABT$MCD
$228M
90 positions
#22PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$TJX$ABT$AXP
$343M
67 positions
#23Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$TJX$WT$TMO
$395M
43 positions
#24HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$TJX$MS$APH$ABT
$283M
104 positions
#25HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$TJX$NOW$APH$TMO
$2.5B
262 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.