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Hedge Funds Similar to FIDUCIARY

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

FIDUCIARY TRUST CO is an institutional investor managing $9.2B across 892 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 FIDUCIARY are Bath Savings, JLB & ASSOCIATES, WENDELL DAVID ASSOCIATES, with shared positions in $TJX, $APH, $ABT, $PEP, $KLAC, $AXP. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive
Notable overlap · 4 shared positions
$TJX$APH$ABT$PEP
$965M
177 positions
#2JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$TJX$KLAC$APH$AXP$PEP
$748M
68 positions
#3WENDELL DAVID ASSOCIATES INCActive
Some overlap · 4 shared positions
$TJX$APH$ABT$PEP
$947M
155 positions
#4HARVEY INVESTMENT CO LLCActive
Some overlap · 4 shared positions
$TJX$APH$ABT$PEP
$918M
99 positions
#5Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$MS$AXP$PEP
$219M
95 positions
#6Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$TJX$DELL$ADI
$1.3B
62 positions
#7PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$TJX$AXP$TMO
$4.8B
22 positions
#8Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$TJX$KLAC$APH$MS
$214M
50 positions
#9Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$TJX$KLAC$MS$ABT$PEP
$1.6B
184 positions
#10PineStone Asset Management Inc.Active
Some overlap · 4 shared positions
$TJX$KLAC$ADI$PEP
$16.2B
44 positions
#11Focused Investors LLCActive
Some overlap · 4 shared positions
$TJX$MS$AXP$PEP
$3.0B
23 positions
#12Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$TJX$MS$PEP
$2.5B
156 positions
#13Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$MS$ABT$AXP$PEP
$467M
118 positions
#14Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$TJX$APH$TMO
$129M
79 positions
#15Union Heritage Capital, LLCPassive
Some overlap · 6 shared positions
$KLAC$MS$TJX$APH$AXP$PEP
$295M
65 positions
#16HALL LAURIE J TRUSTEEPassive
Some overlap · 6 shared positions
$TJX$MS$APH$ABT$ADI$PEP
$322M
103 positions
#17Alcosta Capital Management, Inc.Active
Some overlap · 4 shared positions
$KLAC$TJX$MS$APH
$148M
22 positions
#18Decatur Capital Management, Inc.Active
Some overlap · 5 shared positions
$KLAC$TJX$MS$APH$TMO
$295M
53 positions
#19Delaney Dennis R
Some overlap · 5 shared positions
$TJX$ABT$ADI$AXP$PEP
$314M
61 positions
#20Hendershot Investments Inc.Active
Some overlap · 3 shared positions
$TJX$AXP$PEP
$766M
134 positions
#21Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$TJX$AXP$PEP
$497M
198 positions
#22HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$TJX$KLAC$MS$APH$PEP
$1.7B
479 positions
#23Birch Hill Investment Advisors LLCActive
Some overlap · 4 shared positions
$TJX$APH$ADI$PEP
$2.5B
211 positions
#24WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$TJX$TMO$PEP
$4.5B
408 positions
#25CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 3 shared positions
$TJX$KLAC$APH
$982M
142 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.