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Hedge Funds Similar to Wilmington Savings Fund Society, FSB

13F Portfolio OverlapQ3 2026Wilmington Savings Fund Society, FSB portfolio →
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Most similar hedge funds by 13F overlap

Wilmington Savings Fund Society, FSB is an institutional investor managing $4.4B across 1,470 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wilmington Savings Fund Society, FSB are GLOBALT Investments / GA, UNITED BANK, CHEMUNG CANAL, with shared positions in $GLW, $ADI, $TJX, $KLAC, $STT, $AMGN. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$ADI$TJX$KLAC$STT$AMGN
$2.9B
212 positions
#2UNITED BANKActive
Some overlap · 6 shared positions
$GLW$KLAC$ABT$PEP$AMGN$MCD
$853M
130 positions
#3CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$GLW$ADI$JCI$PEP$AMGN$MCD
$541M
111 positions
#4TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$GLW$ABT$TJX$PEP$AMGN$NSC
$1.3B
220 positions
#5SHUFRO ROSE & CO LLCActive
Some overlap · 6 shared positions
$GLW$KLAC$JCI$TMO$AMGN$PEP
$1.7B
315 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$GLW$ADI$AMGN$MCD$NSC$PEP
$214M
33 positions
#7Boit C F DavidPassive
Some overlap · 6 shared positions
$GLW$ADI$ABT$PEP$AMGN$MCD
$238M
85 positions
#8Insight Inv LLCPassive
Some overlap · 5 shared positions
$GLW$TJX$JCI$PEP$AMGN
$210M
108 positions
#9LCNB CORPPassive
Some overlap · 6 shared positions
$GLW$TJX$ADI$PEP$ABT$AMGN
$326M
184 positions
#10Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$GLW$ABT$PEP$TMO$AMGN
$1.1B
120 positions
#11WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$GLW$KLAC$ADI$TJX$TMO
$3.2B
291 positions
#12TORRAY LLCActive
Some overlap · 4 shared positions
$CCZ$KLAC$PEP$AMGN
$741M
91 positions
#13Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$GLW$KLAC$ADI$PEP$AMGN$MCD
$458M
171 positions
#14NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GLW$KLAC$ADI$AMGN
$1.6B
466 positions
#15Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$GLW$ADI$TJX$TMO$AMGN
$345M
576 positions
#16CINCINNATI INSURANCE COActive
Some overlap · 7 shared positions
$ADI$ABT$TJX$PEP$TMO$MCD
$6.9B
64 positions
#17STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$CCZ$GLW$TJX$PEP$AMGN
$328M
340 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLW$ADI$ABT$AMGN$MCD
$1.4B
275 positions
#19Norway Savings BankPassive
Some overlap · 6 shared positions
$KLAC$ADI$ABT$TJX$JCI$AMGN
$244M
103 positions
#20CITIZENS & NORTHERN CORPActive
Some overlap · 4 shared positions
$GLW$KLAC$ADI$TJX
$438M
117 positions
#21RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$GLW$ADI$TJX$MCD
$1.1B
90 positions
#22OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$GLW$KLAC$PEP$NSC
$501M
276 positions
#23BDF-GESTIONActive
Some overlap · 4 shared positions
$GLW$KLAC$ABT$ADI
$738M
145 positions
#24PeakShares LLCActive
Some overlap · 4 shared positions
$GLW$KLAC$TJX$MCD
$134.4B
122 positions
#25Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 4 shared positions
$GLW$KLAC$ADI$TMO
$213M
106 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.