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Hedge Funds Similar to Ledyard National Bank

13F Portfolio OverlapQ3 2026Ledyard National Bank portfolio →
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Most similar hedge funds by 13F overlap

Ledyard National Bank is an institutional investor managing $1.3B across 247 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 Ledyard National Bank are Haverford Financial Services, Haverford, Wallington Asset, with shared positions in $TJX, $ETN, $LOW, $MDT, $HON, $HONA. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active
Some overlap · 7 shared positions
$TJX$ETN$LOW$MDT$HON$HONA
$339M
49 positions
#2Haverford Trust CoActive
Some overlap · 7 shared positions
$TJX$ETN$LOW$MDT$HON$HONA
$11.6B
424 positions
#3Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$TJX$AMGN$LOW$MDT$HON$HONA
$814M
61 positions
#4Cypress Capital, LLCActive
Some overlap · 5 shared positions
$KR$AMGN$ETN$LOW$MDT
$377M
117 positions
#5MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$KR$AMGN$ETN$LOW$MDT
$243M
80 positions
#6PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$TJX$ETN$LOW$HON$HONA$NEE
$441M
87 positions
#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$ETN$LOW$NEE
$8.0B
1,334 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 7 shared positions
$AMGN$ETN$MDT$HON$PFE$HONA
$227M
73 positions
#9Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$TJX$AMGN$ETN$MDT$NEE
$170M
61 positions
#10Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$KR$ETN$LOW$MDT
$660M
385 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$LOW$HON$HONA
$292M
99 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$AMGN$ETN$LOW$HON$HONA$NEE
$108M
52 positions
#13RE ADVISERS CORPActive
Some overlap · 5 shared positions
$TJX$ETN$CI$HON$HONA
$4.0B
124 positions
#14Davis Capital ManagementPassive
Some overlap · 5 shared positions
$AMGN$ETN$LOW$MDT$EVRG
$167M
1,175 positions
#15Joseph Group Capital ManagementPassive
Some overlap · 5 shared positions
$KR$AMGN$ETN$AEP$LOW
$476M
387 positions
#16Ridge Creek Global, IncPassive
Some overlap · 5 shared positions
$FLEX$ETN$HON$HONA$NEE
$129M
94 positions
#17Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$AMGN$ETN$CI
$187M
50 positions
#18DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$TTE$ETN$LOW$MDT$PFE
$530M
92 positions
#19BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$TJX$AMGN$LOW$ETN
$346M
113 positions
#20Tandem Investment Partners LLCActive
Some overlap · 6 shared positions
$TJX$AMGN$LOW$NEE$HON$HONA
$129M
76 positions
#21GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 5 shared positions
$AMGN$ETN$TJX$MDT$NEE
$1.0B
284 positions
#22Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$ETN$MDT$AMGN$HON$PFE$HONA
$739M
344 positions
#23FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$AMGN$TJX$ETN$AEP$HON
$8.4B
431 positions
#24CMC Financial GroupActive
Some overlap · 3 shared positions
$TJX$FLEX$BAH
$52M
45 positions
#25First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$AMGN$LOW$HON$PFE$HONA$NEE
$529M
75 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.