How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TRUSTMARK NATIONAL BANK DEPARTMENT

13F Portfolio OverlapQ1 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 $1.6B across 271 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 TRUSTMARK NATIONAL BANK DEPARTMENT are Cornerstone Financial, ARK & TLK INVESTMENTS,, Cascade Wealth Advisors,, with shared positions in $UPST, $SNOW, $COP, $KKR, $KO, $MDY. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$UPST $SNOW $COP $KKR $KO

$109M

1,311 positions

#2ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$UPST $SNOW $MDY $OKTA $COP

$370M

119 positions

#3Cascade Wealth Advisors, IncActive

Notable overlap · 5 shared positions

$UPST $COP $OKTA $KKR $SNOW

$228M

60 positions

#4American Money Management, LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $COP

$632M

168 positions

#5Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$UPST $COP $KKR

$453M

103 positions

#6Berkshire BankPassive

Notable overlap · 4 shared positions

$UPST $KKR $SNOW $BAC

$488M

157 positions

#7Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$UPST $COP $SNOW

$392M

92 positions

#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$UPST $COP $SNOW $SO $BAC

$350M

95 positions

#9Oak Harvest Investment ServicesPassive

Notable overlap · 4 shared positions

$UPST $KKR $COP $AMGN

$958M

176 positions

#10AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $COP $BAC

$445M

77 positions

#11Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$UPST $SNOW $COP

$1.8B

57 positions

#12Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $MDY

$333M

198 positions

#13Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$UPST $KKR $IBM $COP $AMGN

$236M

81 positions

#14GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 4 shared positions

$UPST $COP $MDY $KKR

$576M

171 positions

#15Warwick Investment Management, Inc.Active

Notable overlap · 5 shared positions

$UPST $COP $SNOW $IBM $BAC

$690M

137 positions

#16McLean Asset Management CorpActive

Notable overlap · 4 shared positions

$UPST $SNOW $BAC $SO

$572M

165 positions

#17E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UPST $COP $KO

$100M

12 positions

#18Calder Financial LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $KKR

$101M

40 positions

#19MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$UPST $PH $COP $KO

$295M

82 positions

#20Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $SNOW

$246M

75 positions

#21Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$UPST $COP $IBM $KO

$176M

177 positions

#22Portland Global Advisors LLCActive

Notable overlap · 4 shared positions

$UPST $MDY $IBM $AMGN

$938M

146 positions

#23Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$UPST $KKR $AMGN

$508M

170 positions

#24MOKAN Wealth Management Inc.Passive

Notable overlap · 3 shared positions

$UPST $COP $KKR

$226M

109 positions

#25O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 3 shared positions

$UPST $IBM $KO

$124M

55 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.