13F Pro

Hedge Funds Similar to Kentucky

13F Portfolio OverlapQ3 2026Kentucky portfolio →
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Most similar hedge funds by 13F overlap

Kentucky Trust Co is an institutional investor managing $200M across 316 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 Kentucky are EDGAR LOMAX, First Bank, ATLANTIC FAMILY WEALTH, with shared positions in $USB, $SO, $DUK, $T, $AMGN, $PFE. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$USB$SO$DUK$T$AMGN$PFE
$1.3B
58 positions
#2First Bank & TrustPassive
Notable overlap · 8 shared positions
$USB$PNC$ENB$DUK$SO$TFC
$687M
277 positions
#3ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 6 shared positions
$USB$PNC$ENB$DUK$TFC$PFE
$156M
64 positions
#4Argyle Capital Management, LLCPassive
Notable overlap · 8 shared positions
$PNC$EMR$ENB$DUK$T$MMM
$347M
138 positions
#5Code Waechter LLCActive
Notable overlap · 7 shared positions
$ENB$USB$PNC$DUK$TFC$AMGN
$211M
126 positions
#6Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$SO$PNC$EMR$AMGN$NVS$LOW
$108M
52 positions
#7GODSEY & GIBB, INCPassive
Notable overlap · 7 shared positions
$PNC$GLW$DUK$T$TFC$AMGN
$1.2B
611 positions
#8OneAscent Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$SO$T
$336M
169 positions
#9Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$USB$GLW$NSC$DUK$AMGN
$214M
33 positions
#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 6 shared positions
$USB$GLW$DUK$EMR$TFC$PFE
$3.3B
229 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$SO$GLW$DUK$EMR$T$AMGN
$231M
125 positions
#12Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$PNC$GLW$DUK$NSC$AMGN$PFE
$739M
344 positions
#13DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$USB$MMM$EMR$LOW$PFE
$530M
92 positions
#14MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$USB$PNC$AMGN$LOW
$1.2B
100 positions
#15Disciplined Equity Management, Inc.Smart money
Some overlap · 6 shared positions
$USB$IRM$T$TFC$PFE$LOW
$227M
47 positions
#16ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 5 shared positions
$SO$ENB$DUK$EMR$VTR
$604M
159 positions
#17First PREMIER BankPassive
Some overlap · 5 shared positions
$SO$USB$DUK$EMR$AMGN
$621M
388 positions
#18Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$USB$DUK$T$TFC$AMGN$PFE
$116M
65 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$ENB$SO$DUK$EMR$PFE
$646M
122 positions
#20OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$SO$ENB$NSC$TFC$AMGN
$329M
323 positions
#21Integras Partners LLCPassive
Some overlap · 5 shared positions
$USB$DUK$AMGN$TFC$SO
$181M
100 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$USB$PNC$T$TFC
$5.2B
76 positions
#23Thomasville National BankPassive
Some overlap · 5 shared positions
$USB$ENB$DUK$SO$VTR
$1.8B
241 positions
#24FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$USB$AEE$PFE$EMR
$149M
144 positions
#25Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$PNC$GLW$T$MMM$TFC$PFE
$327M
94 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.