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 Adelphi

13F Portfolio OverlapQ3 2026Adelphi portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Adelphi Trust Co is an institutional investor managing $152M across 113 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 Adelphi are New Hampshire, Kennebec Savings Bank, CNB Bank, with shared positions in $UNP, $ETN, $BKNG, $MCD, $PEP, $AMP. The full ranking of 25 similar funds is below.

#1New Hampshire TrustPassive

Notable overlap · 11 shared positions

$UNP $ETN $BKNG $MCD $PEP $AMP

$532M

171 positions

#2Kennebec Savings BankPassive

Notable overlap · 10 shared positions

$UNP $ETN $MCD $PEP $AMP $BKNG

$126M

263 positions

#3CNB BankPassive

Notable overlap · 10 shared positions

$UNP $ETN $MCD $AMP $BKNG $PEP

$257M

518 positions

#4Midwest Trust CoActive

Notable overlap · 9 shared positions

$ETN $UNP $PNC $MCD $AMP $CB

$9.0B

633 positions

#5Emprise BankActive

Notable overlap · 8 shared positions

$ETN $UNP $PEP $PNC $CB $TMO

$262M

106 positions

#6Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$UNP $ETN $MCD $PNC $PEP $HON

$108M

52 positions

#7MassMutual Private Wealth & Trust, FSBPassive

Some overlap · 9 shared positions

$MCD $BKNG $AMP $CB $TMO $ETN

$3.8B

2,398 positions

#8LOWE BROCKENBROUGH & CO INCPassive

Some overlap · 7 shared positions

$ETN $BKNG $PNC $AMP $TMO $PEP

$2.2B

341 positions

#9KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 6 shared positions

$UNP $ETN $PEP $CB $TMO $HON

$2.9B

195 positions

#10Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$UNP $ETN $MCD $PEP $HON

$110M

55 positions

#11HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$UNP $MCD $PNC $HON $CB $PEP

$363M

92 positions

#12TRUST CO OF OKLAHOMAActive

Some overlap · 7 shared positions

$UNP $PEP $TMO $ETN $CB $HON

$377M

138 positions

#13Perkins Coie Trust CoPassive

Some overlap · 6 shared positions

$ETN $UNP $PEP $CB $SYK $ECL

$626M

499 positions

#14HENDLEY & CO INCActive

Some overlap · 5 shared positions

$UNP $ETN $PEP $HON $SYK

$283M

47 positions

#15BOSTON FAMILY OFFICE LLCPassive

Some overlap · 6 shared positions

$UNP $ETN $TMO $PEP $SYK $ECL

$1.6B

314 positions

#16Estabrook Capital ManagementPassive

Some overlap · 5 shared positions

$UNP $ETN $PNC $HON $CB

$739M

344 positions

#17Haverford Trust CoActive

Some overlap · 6 shared positions

$ETN $PEP $HON $MCD $TMO $SYK

$11.6B

424 positions

#18Center for Financial Planning, Inc.Smart money

Some overlap · 7 shared positions

$RJF $PEP $ETN $TMO $MCD $SYK

$1.1B

836 positions

#19Nordwand Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $UNP $AMP $TMO $TEL

$652M

146 positions

#20SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 7 shared positions

$UNP $MCD $PEP $SYK $GWW $HON

$643M

215 positions

#21Callahan Advisors, LLCActive

Some overlap · 6 shared positions

$BKNG $MCD $PEP $CB $ETN $SYK

$1.3B

181 positions

#22Winthrop Partners - WNY, LLCPassive

Some overlap · 5 shared positions

$UNP $ETN $CB $BX $ECL

$202M

87 positions

#23CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$UNP $PNC $PEP $HON $CB

$2.3B

150 positions

#24Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$ETN $UNP $MCD $TMO $SYK

$170M

61 positions

#25LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$UNP $MCD $PEP $CB $SYK

$273M

104 positions

Compare Adelphi’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Adelphi’s holdings

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.