13F Pro

Hedge Funds Similar to Indiana & Investment

13F Portfolio OverlapQ3 2026Indiana & Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Indiana Trust & Investment Management Co is an institutional investor managing $367M across 464 U.S. equity positions as of Q3 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/MIActive
Some overlap · 5 shared positions
$BALL$TJX$ETN$KLAC$SYK
$2.3B
156 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
$1.5B
191 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
1,024 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$TJX$ETN$BLK$LOW$KLAC$AFL
$427M
162 positions
#19Norway Savings BankPassive
Some overlap · 6 shared positions
$TJX$LOW$BLK$KLAC$NEE$ADI
$244M
103 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
291 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
$484M
118 positions
#25FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$TJX$LOW$GD$NEE$SYK
$1.7B
208 positions

Compare Indiana & Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Indiana & Investment’s holdings

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.