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Hedge Funds Similar to TRUSTMARK NATIONAL BANK DEPARTMENT

13F Portfolio OverlapQ2 2026TRUSTMARK NATIONAL BANK DEPARTMENT portfolio →
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Most similar hedge funds by 13F overlap

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT is an institutional investor managing $1.7B across 278 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 TRUSTMARK NATIONAL BANK DEPARTMENT are BOYD WATTERSON ASSET, Murphy, Middleton, Hinkle & Parker, TKG Advisors, with shared positions in $MDY, $C, $PH, $ETN, $CAH, $SO. The full ranking of 25 similar funds is below.

#1BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$C$PH$ETN
$371M
394 positions
#2Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$MDY$CAH$SO$AMGN
$246M
143 positions
#3TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$C$AMGN
$288M
94 positions
#4G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$C$CAH
$345M
157 positions
#5DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$TPR$URI
$445M
204 positions
#6Gleason Group, Inc.Active
Some overlap · 6 shared positions
$C$SO$PH$DE$URI$ETN
$1.1B
441 positions
#7Bank of New HampshirePassive
Some overlap · 5 shared positions
$MDY$CAH$RL$URI$ETN
$463M
527 positions
#8Longbow Finance SAPassive
Some overlap · 4 shared positions
$PH$RL$C$HWM
$782M
59 positions
#9TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$SO$DE
$181M
134 positions
#10RE ADVISERS CORPActive
Some overlap · 4 shared positions
$C$PH$ETN$DE
$4.0B
124 positions
#11Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$C$CAH$SO$AMGN
$316M
157 positions
#12Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$ETN
$1.1B
154 positions
#13MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$URI$PH
$2.4B
956 positions
#14Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$URI$ETN
$487M
628 positions
#15Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$CAH
$129M
76 positions
#16Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ETN$PH
$251M
48 positions
#17OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$ETN$DE
$382M
104 positions
#18Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$PH$RL$URI$ETN
$917M
38 positions
#19Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$ETN
$332M
256 positions
#20COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$RL$CAH$C$HWM
$3.0B
317 positions
#21Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$DE$CAH
$176M
60 positions
#22LVZ, Inc.Smart money
Some overlap · 4 shared positions
$C$SO$URI$ETN
$975M
167 positions
#23CENTRAL BANK & TRUST COActive
Some overlap · 4 shared positions
$MDY$AMGN$URI$DE
$701M
181 positions
#24SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$ETN$C
$314M
128 positions
#25Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$PH$CAH$AMGN$TPR
$596M
238 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.