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Hedge Funds Similar to Kennebec Savings Bank

13F Portfolio OverlapQ2 2026Kennebec Savings Bank portfolio →
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Most similar hedge funds by 13F overlap

Kennebec Savings Bank is an institutional investor managing $125M across 284 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 Kennebec Savings Bank are New Hampshire, Midwest, Adelphi, with shared positions in $UNP, $MCD, $ETN, $PEP, $AMP, $CB. The full ranking of 25 similar funds is below.

#1New Hampshire TrustPassive
Notable overlap · 11 shared positions
$UNP$MCD$ETN$PEP$AMP$CB
$530M
176 positions
#2Midwest Trust CoActive
Notable overlap · 12 shared positions
$ETN$UNP$WMB$MCD$CB$AMP
$8.8B
606 positions
#3Adelphi Trust CoPassive
Notable overlap · 10 shared positions
$UNP$ETN$MCD$PEP$AMP$BKNG
$151M
114 positions
#4YANKCOM PartnershipPassive
Notable overlap · 9 shared positions
$UNP$AMP$WMB$MCD$PEP$PM
$279M
308 positions
#5MassMutual Private Wealth & Trust, FSBPassive
Notable overlap · 9 shared positions
$MDY$MCD$AMP$CB$BKNG$TMO
$3.9B
2,444 positions
#6Walsky Investment Management, Inc.Passive
Notable overlap · 8 shared positions
$UNP$PEP$MCD$ETN$ADP$PNC
$108M
52 positions
#7Emprise BankActive
Some overlap · 8 shared positions
$MDY$UNP$PEP$ETN$CB$PNC
$271M
109 positions
#8FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 8 shared positions
$PEP$MCD$ETN$WMB$UNP$BX
$5.3B
210 positions
#9CNB BankPassive
Some overlap · 9 shared positions
$UNP$ETN$MCD$AMP$BKNG$PEP
$257M
518 positions
#10TRUST CO OF OKLAHOMAActive
Some overlap · 8 shared positions
$UNP$PEP$WMB$ETN$CB$TMO
$389M
140 positions
#11Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$UNP$PEP$MCD$WMB$CB$ADP
$467M
118 positions
#12Bravera WealthActive
Some overlap · 9 shared positions
$UNP$WMB$PM$AMP$GLW$MCD
$261M
352 positions
#13LOWE BROCKENBROUGH & CO INCActive
Some overlap · 8 shared positions
$AMP$ETN$PM$BKNG$PNC$PEP
$2.2B
341 positions
#14Boit C F DavidPassive
Some overlap · 8 shared positions
$PEP$MCD$CB$BKNG$ADP$GLW
$238M
85 positions
#15KDT Advisors, LLCPassive
Some overlap · 7 shared positions
$UNP$MCD$PM$PEP$ADP$NEE
$72M
73 positions
#16Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$UNP$PEP$CB$BX$ADP$NEE
$116M
240 positions
#17HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$UNP$MCD$CB$PEP$ADP$PNC
$363M
92 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$UNP$PEP$MCD$PM$CB$ADP
$273M
104 positions
#19Winthrop Partners - WNY, LLCPassive
Some overlap · 7 shared positions
$UNP$ETN$CB$NEE$BX$GLW
$202M
87 positions
#20Harbour Trust & Investment Management CoActive
Some overlap · 7 shared positions
$MDY$MCD$PEP$WMB$BX$TMO
$1.0B
160 positions
#21SWP Investment Management LLCPassive
Some overlap · 7 shared positions
$UNP$PM$BKNG$BX$PNC$NEE
$145M
43 positions
#22WHALEROCK POINT PARTNERS, LLCPassive
Some overlap · 8 shared positions
$PEP$UNP$MCD$TMO$NEE$MDY
$587M
207 positions
#23Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$UNP$ETN$WMB$CB$PNC$GLW
$739M
344 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$UNP$PEP$MCD$ADP$NEE$DLR
$321M
107 positions
#25SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 7 shared positions
$UNP$PEP$MCD$CB$ADP$MDY
$1.8B
176 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.