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Hedge Funds Similar to HORIZON BANCORP

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

HORIZON BANCORP INC /IN/ is an institutional investor managing $213M across 197 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 HORIZON BANCORP are BRANT POINT INVESTMENT, TIAA Wealth Investment, Shelter Rock, with shared positions in $FLEX, $MAS, $ADI, $ETN, $BA, $TJX. The full ranking of 25 similar funds is below.

#1BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FLEX$MAS$ADI
$813M
120 positions
#2TIAA Wealth Investment Management LLCActive
Some overlap · 3 shared positions
$FLEX$ETN$BA
$15.0B
617 positions
#3Shelter Rock Management, LLCActive
Some overlap · 4 shared positions
$FLEX$TJX$ETN$C
$103M
37 positions
#4CITIZENS & NORTHERN CORPActive
Some overlap · 8 shared positions
$KLAC$C$ADI$CVS$TJX$SCHW
$438M
117 positions
#5TOWER TRUST & INVESTMENT CoPassive
Some overlap · 8 shared positions
$KLAC$C$ADI$CVS$TJX$SCHW
$165M
247 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$FLEX$TJX$SCHW
$118M
56 positions
#7Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$FLEX$SCHW$ELV
$490M
80 positions
#8STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$PFE$C$TJX$CTVA$BA
$2.6B
193 positions
#9PCB Capital LLCPassive
Some overlap · 3 shared positions
$FLEX$PFE$KLAC
$82M
114 positions
#10PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 5 shared positions
$FLEX$KLAC$TJX$ADI$SCHW
$169.1B
324 positions
#11Darwin Wealth Management, LLCPassive
Some overlap · 5 shared positions
$FLEX$C$ADI$TJX$ETN
$365M
777 positions
#12Keeler Thomas Management LLCPassive
Some overlap · 4 shared positions
$PFE$KLAC$ADI$CTVA
$282M
135 positions
#13SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$PFE$C$BA$ELV
$3.2B
40 positions
#14SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$PFE$CVS$ELV
$461M
40 positions
#15Ledyard National BankPassive
Some overlap · 5 shared positions
$FLEX$TJX$MAS$PFE$ETN
$1.2B
255 positions
#16Goodman Financial CorpPassive
Some overlap · 3 shared positions
$PFE$SCHW$ETN
$647M
73 positions
#17Unisphere EstablishmentActive
Some overlap · 3 shared positions
$PFE$ADI$TJX
$11.7B
56 positions
#18Good Harbor Advisors, Inc.Passive
Some overlap · 3 shared positions
$PFE$ADI$ELV
$102M
87 positions
#19Kassira Wealth Management LLCPassive
Some overlap · 3 shared positions
$PFE$ETN$BA
$125M
64 positions
#20PATRICK M SWEENEY & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$PFE$CVS$SCHW$ETN$BA
$174M
172 positions
#21Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PFE$CVS$BA
$138M
54 positions
#22DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 6 shared positions
$C$ADI$CVS$SCHW$ETN$BA
$2.4B
123 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PFE$C$CVS$BA$ELV
$160M
124 positions
#24BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PFE$C$ADI$ETN$BA
$679M
104 positions
#25Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$PFE$ADI$ETN
$3.2B
82 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.