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Hedge Funds Similar to Essex Savings Bank

13F Portfolio OverlapQ2 2026Essex Savings Bank portfolio →
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Most similar hedge funds by 13F overlap

Essex Savings Bank is an institutional investor managing $462M across 318 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 Essex Savings Bank are SAYBROOK, Aull & Monroe Investment, DMKC Advisory Services, with shared positions in $ADP, $DE, $UNP, $NSC, $PEP, $MCO. The full ranking of 25 similar funds is below.

#1SAYBROOK CAPITAL /NCActive
Some overlap · 6 shared positions
$ADP$DE$UNP$NSC$PEP$MCO
$400M
42 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$ADP$DE$CMI$UNP$ETN$PEP
$239M
126 positions
#3DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$TGT$DE$CMI$ADP$ETN$PEP
$530M
92 positions
#4Delaney Dennis RActive
Some overlap · 5 shared positions
$ADP$ASML$SCHW$NSC$PEP
$314M
61 positions
#5SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ADP$DE$ETN$PEP
$205M
55 positions
#6Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$ADP$DE$TT$UNP$ETN$PEP
$421M
225 positions
#7Kidder Stephen WActive
Some overlap · 4 shared positions
$ADP$DE$SCHW$PEP
$396M
75 positions
#8ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ADP$DE$PEP$CMI
$878M
73 positions
#9JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$ADP$DE$CMI$SCHW$UNP$PEP
$1.2B
134 positions
#10Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$ADP$DE$CMI$ASML$ETN
$710M
193 positions
#11LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ADP$TT$UNP$NSC$PEP
$273M
104 positions
#12William Allan CorpActive
Some overlap · 4 shared positions
$ADP$SCHW$PEP$MCO
$204M
62 positions
#13CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$DE$CMI$TT$SCHW$UNP$ETN
$827M
181 positions
#14Rossmore Private CapitalPassive
Some overlap · 5 shared positions
$ADP$DE$TT$ASML$ETN
$1.2B
356 positions
#15Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$ADP$DE$CMI$UNP$PEP
$540M
77 positions
#16Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$ADP$DE$ASML
$135M
57 positions
#17AMES NATIONAL CORPSmart money
Some overlap · 5 shared positions
$ADP$DE$UNP$NSC$PEP
$182M
69 positions
#18Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$ADP$CMI$UNP
$237M
75 positions
#19Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$ADP$TGT$DE$PEP
$1.1B
204 positions
#20D.B. Root & Company, LLCActive
Some overlap · 3 shared positions
$ADP$CMI$ETN
$471M
207 positions
#21DILLON & ASSOCIATES INCActive
Some overlap · 5 shared positions
$ADP$ETN$NSC$ASML$PEP
$817M
80 positions
#22Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 5 shared positions
$ADP$TGT$UNP$ETN$PEP
$321M
153 positions
#23Broderick Brian CActive
Some overlap · 4 shared positions
$ADP$ASML$SCHW$UNP
$646M
95 positions
#24HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$ADP$SCHW$UNP$ETN
$410M
53 positions
#25Elefante Mark BActive
Some overlap · 3 shared positions
$ADP$ASML$SCHW
$232M
60 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.