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Hedge Funds Similar to Argent

13F Portfolio OverlapQ2 2026Argent portfolio →
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Most similar hedge funds by 13F overlap

Argent Trust Co is an institutional investor managing $3.5B across 769 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 Argent are Powell Investment Advisors, Brentview Investment, Evansbrook, with shared positions in $MS, $BLK, $NEE, $PM, $AEP, $AXP. The full ranking of 25 similar funds is below.

#1Powell Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$BLK$NEE$PM$AEP
$317M
167 positions
#2Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$MS$NEE$BLK$PM
$253M
63 positions
#3Evansbrook LLCActive
Some overlap · 4 shared positions
$MS$NEE$BLK$PM
$168M
127 positions
#4W ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MS$NEE$BLK$PM
$220M
153 positions
#5Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$MS$NEE$BLK$PM
$1.6B
184 positions
#6VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$NEE$BLK$AXP$PM$AEP
$5.0B
245 positions
#7CAPE ANN SAVINGS BANKActive
Slight overlap · 4 shared positions
$MS$NEE$BLK$AEP
$212M
113 positions
#8OmniStar Financial Group, Inc.Passive
Slight overlap · 4 shared positions
$MS$NEE$PM$AEP
$217M
118 positions
#9Severin Investments, LLCPassive
Slight overlap · 4 shared positions
$MS$NEE$BLK$PM
$133M
174 positions
#10Granite Group Advisors, LLCActive
Slight overlap · 4 shared positions
$MS$NEE$AEP$PM
$169M
84 positions
#11ShoreHaven Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$MS$BLK$NEE$PM
$318M
106 positions
#12SWP Investment Management LLCPassive
Slight overlap · 4 shared positions
$NEE$BLK$AXP$PM
$145M
43 positions
#13Arista Wealth Management, LLCActive
Slight overlap · 4 shared positions
$NEE$BLK$AXP$PM
$927M
266 positions
#14UNIVEST FINANCIAL CorpPassive
Slight overlap · 4 shared positions
$NEE$BLK$AXP$PM
$2.0B
275 positions
#15Narwhal Capital ManagementActive
Slight overlap · 4 shared positions
$NEE$BLK$AXP$PM
$1.4B
157 positions
#16BRIAN LOW FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$NEE$BLK$AXP$PM
$171M
116 positions
#17NORTH DALLAS BANK & TRUST COPassive
Slight overlap · 3 shared positions
$MS$NEE$BLK
$169M
113 positions
#18River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$MS$NEE$BLK
$340M
177 positions
#19BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MS$NEE$BLK
$499M
73 positions
#20NIXON PEABODY TRUST COActive
Slight overlap · 3 shared positions
$MS$NEE$BLK
$1.4B
177 positions
#21SevenBridge Financial Group, LLCPassive
Slight overlap · 3 shared positions
$MS$NEE$BLK
$680M
212 positions
#22OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$MS$NEE$BLK
$530M
275 positions
#23Community Financial Services Group, LLCPassive
Slight overlap · 4 shared positions
$NEE$BLK$AXP$AEP
$686M
532 positions
#24EASTERN BANKPassive
Slight overlap · 4 shared positions
$NEE$BLK$AXP$AEP
$6.5B
1,038 positions
#25FIRST NATIONAL TRUST COPassive
Slight overlap · 4 shared positions
$NEE$BLK$MS$PM
$2.9B
382 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.