Hedge Funds Similar to Idaho

13F Portfolio OverlapQ2 2026Idaho portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Idaho Trust Co is an institutional investor managing $342M across 98 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 Idaho are CULTIVAR, ACIMA PRIVATE WEALTH, OSBORNE PARTNERS, with shared positions in $DJP, $GBCI, $USB, $MCD, $BKNG, $TMO. The full ranking of 25 similar funds is below.

#1CULTIVAR CAPITAL, INC.Smart money

Notable overlap · 3 shared positions

$DJP $GBCI $USB

$160M

44 positions

#2ACIMA PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$DJP $MCD $BKNG

$344M

174 positions

#3OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DJP $BKNG $TMO

$1.8B

203 positions

#4DAVIDSON TRUST COPassive

Some overlap · 3 shared positions

$GBCI $MCD $USB

$253M

183 positions

#5BROWN BROTHERS HARRIMAN & COActive

Some overlap · 4 shared positions

$USB $BKNG $MCD $TMO

$22.8B

1,818 positions

#6Exeter Financial, LLCPassive

Slight overlap · 3 shared positions

$265M

100 positions

#7LMG Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$626M

166 positions

#8Stonebridge Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$1.6B

215 positions

#9ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Slight overlap · 3 shared positions

1 positions

#10BOSTON RESEARCH & MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$453M

121 positions

#11CINCINNATI INSURANCE COActive

Slight overlap · 3 shared positions

$6.9B

64 positions

#12Banco de Sabadell, S.APassive

Slight overlap · 3 shared positions

$170M

61 positions

#13CHAPMAN FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$152M

263 positions

#14R.H. Investment Group, LLCActive

Slight overlap · 3 shared positions

$133M

47 positions

#15RMG Wealth Management LLCActive

Slight overlap · 3 shared positions

$967M

534 positions

#16PROFESSIONAL ADVISORY SERVICES INCActive

Slight overlap · 3 shared positions

$USB $BKNG $TMO

$837M

90 positions

#17Thomasville National BankPassive

Slight overlap · 3 shared positions

$USB $BKNG $TMO

$1.8B

241 positions

#18Perennial Advisors, LLCPassive

Slight overlap · 3 shared positions

$669M

137 positions

#19Cincinnati Specialty Underwriters Insurance COActive

Slight overlap · 3 shared positions

$449M

45 positions

#20Adelphi Trust CoPassive

Slight overlap · 3 shared positions

$MCD $BKNG $TMO

$152M

113 positions

#21Evelyn Partners Investment Management Services Ltd

Slight overlap · 3 shared positions

$MCD $BKNG $TMO

$850M

281 positions

#22MassMutual Private Wealth & Trust, FSBPassive

Slight overlap · 3 shared positions

$MCD $BKNG $TMO

$3.8B

2,398 positions

#23Evelyn Partners Investment Management (Europe) Ltd

Slight overlap · 3 shared positions

$MCD $BKNG $TMO

$291M

187 positions

#24Kennebec Savings BankPassive

Slight overlap · 3 shared positions

$MCD $BKNG $TMO

$126M

263 positions

#25New Hampshire TrustPassive

Slight overlap · 3 shared positions

$MCD $BKNG $TMO

$532M

171 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.