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Hedge Funds Similar to 1ST SOURCE BANK

13F Portfolio OverlapQ1 20261ST SOURCE BANK portfolio →
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Most similar hedge funds by 13F overlap

1ST SOURCE BANK is an institutional investor managing $1.9B across 286 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 1ST SOURCE BANK are ARBOR WEALTH ADVISORS,, Vertrix Wealth ,, ROFFMAN MILLER ASSOCIATES /PA/, with shared positions in $MDY, $HON, $TJX, $MCD, $PANW, $IBM. The full ranking of 25 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$MDY$HON$TJX$MCD$PANW$IBM
$228M
90 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$HON$TJX$MCD$AXP$TMO$IBM
$272M
95 positions
#3ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$HON$TJX$MCD$AXP$TMO$ADP
$1.7B
86 positions
#4Kennebec Savings BankPassive
Some overlap · 4 shared positions
$MDY$HON$MCD$TMO
$111M
249 positions
#5CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$HON$TJX$MCD$TMO$NSC$ADP
$5.0B
55 positions
#6BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$HON$AXP$TMO
$326M
390 positions
#7WHITTIER TRUST COPassive
Some overlap · 5 shared positions
$MDY$HON$TJX$TMO$NSC
$8.9B
1,343 positions
#8Millstone Evans Group, LLCPassive
Some overlap · 6 shared positions
$MDY$AXP$TMO$NSC$IBM$ADP
$167M
856 positions
#9SEARLE & CO.Passive
Slight overlap · 6 shared positions
$HON$MCD$AXP$PANW$IBM$ADP
$398M
194 positions
#10Tandem Investment Partners LLCPassive
Slight overlap · 5 shared positions
$MDY$HON$TJX$TMO$IBM
$118M
73 positions
#11McLaughlin Asset Management, Inc.Passive
Slight overlap · 5 shared positions
$MDY$TJX$AXP$TMO$PANW
$105M
91 positions
#12Union Bankshares CorpPassive
Slight overlap · 5 shared positions
$MDY$TJX$MCD$AXP$PANW
$5.2B
1,748 positions
#13Harbour Trust & Investment Management CoActive
Slight overlap · 5 shared positions
$MDY$TJX$MCD$TMO$PANW
$943M
155 positions
#14Perennial Advisors, LLCPassive
Slight overlap · 5 shared positions
$HON$TJX$MCD$AXP$TMO
$587M
122 positions
#15UNION SAVINGS BANKActive
Slight overlap · 5 shared positions
$MDY$TJX$MCD$NSC$ADP
$228M
320 positions
#16Stokes Capital Advisors, LLCPassive
Slight overlap · 5 shared positions
$HON$TJX$MCD$AXP$IBM
$446M
104 positions
#17Greystone Financial Group, LLCPassive
Slight overlap · 5 shared positions
$HON$TJX$MCD$TMO$IBM
$353M
78 positions
#18WHITTIER TRUST CO OF NEVADA INCPassive
Slight overlap · 5 shared positions
$MDY$HON$TJX$TMO$NSC
$4.9B
1,411 positions
#19Michael Brady & Co., LLCActive
Slight overlap · 5 shared positions
$HON$TJX$MCD$AXP$ADP
$100M
54 positions
#20PEDDOCK CAPITAL ADVISORS, LLCActive
Slight overlap · 5 shared positions
$MDY$MCD$TMO$ALL$IBM
$453M
166 positions
#21NORTHEAST INVESTMENT MANAGEMENTActive
Slight overlap · 5 shared positions
$HON$TJX$MCD$TMO$PANW
$2.4B
189 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Slight overlap · 5 shared positions
$HON$TJX$MCD$AXP$ADP
$280M
107 positions
#23MEYER HANDELMAN COActive
Slight overlap · 5 shared positions
$HON$TJX$MCD$ALL$IBM
$3.2B
220 positions
#24DOVER ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$HON$AXP$TMO$PANW$IBM
$242M
159 positions
#25PINCUS CAPITAL MANAGEMENT, LPActive
Slight overlap · 5 shared positions
$MDY$TMO$NSC$IBM$PANW
$144M
50 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.