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Hedge Funds Similar to ESL Services

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

ESL Trust Services, LLC is an institutional investor managing $587M across 266 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 ESL Services are Biltmore Wealth, SCHAPER BENZ & WISE INVESTMENT COUNSEL, Stonebridge Financial Group, with shared positions in $STLD, $VLO, $AFL, $AME, $SO, $SYK. The full ranking of 25 similar funds is below.

#1Biltmore Wealth Management, LLCActive
Some overlap · 5 shared positions
$STLD$VLO$AFL$AME$SO
$320M
58 positions
#2SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$AFL$SYK$LIN$WFC$AME$SBUX
$1.5B
160 positions
#3Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$AFL$EMR$LHX$LIN$SYK$GLW
$1.3B
275 positions
#4MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$STLD$VLO$KEY$SBUX$GLW
$140M
63 positions
#5Martin Investment Management, LLCActive
Some overlap · 4 shared positions
$SONY$SYK$LHX$AME
$300M
47 positions
#6Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$SONY$LHX$SHEL$WFC
$6.5B
111 positions
#7Paradiem, LLCPassive
Some overlap · 4 shared positions
$STLD$VLO$SYK$CL
$464M
68 positions
#8Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NKE$EMR$SYK$LIN$WFC
$660M
385 positions
#9ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$STLD$SO$LHX$EMR$WFC
$460M
220 positions
#10Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$EMR$SYK$LIN$SBUX$CL$NKE
$562M
84 positions
#11MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$AFL$STLD$EMR$SYK
$436M
130 positions
#12SITTNER & NELSON, LLCPassive
Some overlap · 7 shared positions
$SYK$EMR$LIN$SBUX$NKE$WFC
$318M
614 positions
#13EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 5 shared positions
$AFL$EMR$SYK$COR$CL
$204M
148 positions
#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SO$SYK$MAS$LIN$CL
$6.4B
290 positions
#15Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$VLO$EMR$SO$LHX
$1.4B
101 positions
#16Candelo Capital Management LPPassive
Some overlap · 4 shared positions
$ATI$LIN$AME$GLW
$162M
34 positions
#17St. Louis Trust CoActive
Some overlap · 4 shared positions
$NKE$EMR$SO$CL
$875M
125 positions
#18FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$NKE$SYK$LIN$AME
$22.1B
106 positions
#19Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$VLO$AFL$EMR$LIN
$113M
87 positions
#20CONNING INC.Passive
Some overlap · 5 shared positions
$AFL$VLO$SBUX$GLW$CL
$3.3B
327 positions
#21HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SYK$LHX$SHEL$SBUX$CL
$194M
108 positions
#22MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$SYK$LIN$LHX$WFC$SBUX
$126M
196 positions
#23Somerset Trust CoPassive
Some overlap · 4 shared positions
$AFL$EMR$LHX$LIN
$354M
186 positions
#24OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$VLO$EMR$SO$PFE
$2.7B
54 positions
#25Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$SONY$SYK$GLW
$409M
123 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.