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Hedge Funds Similar to TRUSTCO BANK N Y

13F Portfolio OverlapQ2 2026TRUSTCO BANK N Y portfolio →
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Most similar hedge funds by 13F overlap

TRUSTCO BANK CORP N Y is an institutional investor managing $137M across 77 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 TRUSTCO BANK N Y are Sky Investment Group, Walsky Investment, ROFFMAN MILLER ASSOCIATES, with shared positions in $AXP, $TXN, $MCD, $PEP, $ABT, $EMR. The full ranking of 25 similar funds is below.

#1Sky Investment Group LLCPassive
Notable overlap · 7 shared positions
$AXP$TXN$MCD$PEP$ABT$EMR
$637M
146 positions
#2Walsky Investment Management, Inc.Passive
Notable overlap · 9 shared positions
$TXN$MCD$PEP$ABT$LOW$EMR
$108M
52 positions
#3ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AXP$TXN$MCD$PEP$DIS$JCI
$1.9B
88 positions
#4LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$AXP$MCD$PEP$ABT$CL$NSC
$273M
104 positions
#5Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$TXN$MCD$PEP$ABT
$467M
118 positions
#6KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$MCD$PEP$ABT$LOW$NSC$SO
$1.5B
228 positions
#7HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$AXP$MCD$PEP$ABT$NSC
$252M
43 positions
#8Partnership Wealth Management, LLCActive
Some overlap · 8 shared positions
$PEP$ABT$MCD$EMR$CL$NSC
$148M
67 positions
#9HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$AXP$MCD$PEP$ABT$EMR$STT
$321M
107 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AXP$MCD$ABT$LOW$EMR
$297M
103 positions
#11Focused Investors LLCActive
Some overlap · 5 shared positions
$AXP$MCD$PEP$LOW$DIS
$3.0B
23 positions
#12PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$TXN$MCD$PEP$ABT$SO$STT
$1.2B
103 positions
#13SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$TXN$MCD$PEP$ABT$SO$STT
$1.3B
97 positions
#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 7 shared positions
$AXP$MCD$EMR$SO$ABT$TXN
$263M
90 positions
#15Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$AXP$PEP$ABT$MCD$EMR
$113M
58 positions
#16Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$MCD$PEP$LOW$EMR$NSC
$113M
87 positions
#17Welch Group, LLCPassive
Some overlap · 6 shared positions
$TXN$MCD$PEP$EMR$CL$SO
$2.9B
326 positions
#18Smart Portfolios, LLC
Some overlap · 6 shared positions
$TXN$MCD$PEP$ABT$CL$DIS
$100M
99 positions
#19CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$AXP$PEP$MCD$EMR$SO$JCI
$541M
111 positions
#20BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 6 shared positions
$MCD$PEP$ABT$LOW$CL$DIS
$453M
121 positions
#21St. Louis Trust CoActive
Some overlap · 6 shared positions
$TXN$PEP$ABT$EMR$CL$SO
$875M
125 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$MCD$ABT$PEP$LOW$EMR$NSC
$2.5B
270 positions
#23VAN STRUM & TOWNE INC.Passive
Some overlap · 6 shared positions
$AXP$TXN$PEP$EMR$DIS$LOW
$367M
111 positions
#24Infusive Asset Management Inc.Passive
Some overlap · 5 shared positions
$AXP$MCD$LOW$CL$DIS
$220M
30 positions
#25CoreFirst Bank & TrustPassive
Some overlap · 7 shared positions
$MCD$LOW$PEP$CL$AXP$NSC
$201M
279 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.