13F Pro

Hedge Funds Similar to Indiana & Investment

13F Portfolio OverlapQ2 2026Indiana & Investment portfolio →
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Most similar hedge funds by 13F overlap

Indiana Trust & Investment Management Co is an institutional investor managing $366M across 472 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 Indiana & Investment are BRADY FAMILY WEALTH, NORRIS PERNE & FRENCH LLP, Haverford Financial Services, with shared positions in $TJX, $LOW, $ETN, $BLK, $GD, $AFL. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive
Some overlap · 8 shared positions
$TJX$LOW$ETN$BLK$GD$AFL
$346M
113 positions
#2NORRIS PERNE & FRENCH LLP/MISmart money
Some overlap · 5 shared positions
$BALL$TJX$ETN$KLAC$SYK
$1.7B
147 positions
#3Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$TJX$LOW$ETN$BLK$NEE$SYK
$339M
49 positions
#4Haverford Trust CoActive
Some overlap · 6 shared positions
$TJX$LOW$ETN$BLK$NEE$SYK
$11.6B
424 positions
#5Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$TJX$BALL$BLK$KLAC$GD$SYK
$1.1B
204 positions
#6Petros Family Wealth, LLCPassive
Some overlap · 7 shared positions
$TJX$LOW$BLK$KLAC$NEE$ADI
$164M
134 positions
#7Mirova US LLCActive
Some overlap · 4 shared positions
$BALL$TJX$LOW$NEE
$9.3B
45 positions
#8American TrustActive
Some overlap · 6 shared positions
$TJX$SRCE$BLK$KLAC$NEE$SYK
$1.3B
334 positions
#9NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$ETN$BLK$GD$NEE$SYK
$1.4B
177 positions
#10W.H. Cornerstone Investments Inc.Passive
Some overlap · 6 shared positions
$TJX$LOW$ETN$BLK$KLAC$AFL
$177M
141 positions
#11Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TJX$ETN$BLK$NEE$ADI$SYK
$170M
61 positions
#12RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$TJX$ETN$BLK$KLAC$NEE$SYK
$10.4B
645 positions
#13PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$TJX$LOW$ETN$BLK$NEE
$441M
87 positions
#14Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$TJX$ETN$BLK$KLAC$NEE
$1.6B
184 positions
#15TOWER TRUST & INVESTMENT CoPassive
Some overlap · 6 shared positions
$TJX$ETN$KLAC$GD$NEE$ADI
$165M
247 positions
#16BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$LOW$ETN$NEE$ADI
$8.0B
1,334 positions
#17TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 6 shared positions
$BALL$LOW$BLK$GD$AFL$SYK
$1.0B
880 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$TJX$ETN$BLK$LOW$KLAC$AFL
$414M
164 positions
#19Norway Savings BankPassive
Some overlap · 6 shared positions
$TJX$LOW$BLK$KLAC$NEE$ADI
$239M
104 positions
#20Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$TJX$LOW$BLK$NEE$SYK
$1.0B
160 positions
#21WASHINGTON TRUST CoPassive
Some overlap · 6 shared positions
$TJX$BLK$KLAC$NEE$ADI$SYK
$3.2B
296 positions
#22SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$TJX$LOW$KLAC$NEE$SYK
$2.1B
218 positions
#23United BankPassive
Some overlap · 5 shared positions
$TJX$LOW$ETN$GD$ADI
$329M
122 positions
#24CAPITAL CITY TRUST CO/FLPassive
Some overlap · 6 shared positions
$TJX$ETN$BLK$GD$AFL$NEE
$482M
129 positions
#25FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$TJX$LOW$GD$NEE$SYK
$1.7B
208 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.