What hedge funds are most similar to MassMutual Private Wealth & Trust, FSB?

The funds with the most similar 13F portfolios to MassMutual Private Wealth & Trust, FSB are WELCH & FORBES, Kennebec Savings Bank, New Hampshire, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MassMutual Private Wealth & , FSB

13F Portfolio OverlapQ2 2026MassMutual Private Wealth & , FSB portfolio →

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Most similar hedge funds by 13F overlap

MassMutual Private Wealth & Trust, FSB is an institutional investor managing $3.9B across 2,444 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 MassMutual Private Wealth & , FSB are WELCH & FORBES, Kennebec Savings Bank, New Hampshire, with shared positions in $MDY, $CB, $MCD, $AMP, $ECL, $ORLY. The full ranking of 25 similar funds is below.

#1WELCH & FORBES LLCActive

Notable overlap · 9 shared positions

$MDY $CB $MCD $AMP $ECL $ORLY

$8.2B

388 positions

#2Kennebec Savings BankPassive

Notable overlap · 9 shared positions

$MDY $MCD $AMP $CB $BKNG $TMO

$125M

284 positions

#3New Hampshire TrustPassive

Notable overlap · 9 shared positions

$MCD $CB $AMP $TMO $BKNG $ECL

$530M

176 positions

#4Adelphi Trust CoPassive

Some overlap · 9 shared positions

$MCD $BKNG $AMP $CB $TMO $ETN

$151M

114 positions

#5Harbour Trust & Investment Management CoActive

Some overlap · 7 shared positions

$MDY $MCD $NEE $ECL $TMO $SYK

$1.0B

160 positions

#6Callahan Advisors, LLCActive

Some overlap · 7 shared positions

$MCD $CB $NEE $BKNG $ETN $SYK

$1.3B

181 positions

#7Midwest Trust CoActive

Some overlap · 8 shared positions

$CB $MCD $AMP $ETN $PEP $TMO

$8.8B

606 positions

#8Carnegie Investment CounselPassive

Some overlap · 7 shared positions

$CB $ECL $NEE $ORLY $ETN $SYK

$5.0B

547 positions

#9Osprey Private Wealth LLCPassive

Some overlap · 7 shared positions

$MCD $TMO $ECL $SYK $PEP $VZ

$387M

88 positions

#10M. Kraus & CoPassive

Some overlap · 8 shared positions

$TMO $NEE $ECL $ETN $PEP $VZ

$377M

86 positions

#11Emprise BankActive

Some overlap · 6 shared positions

$MDY $CB $TMO $ECL $ETN $PEP

$271M

109 positions

#12CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$MCD $CB $TMO $NEE $PEP $LHX

$767M

184 positions

#13DAVIDSON TRUST COPassive

Some overlap · 6 shared positions

$MDY $CB $NEE $PEP $MCD $VZ

$256M

190 positions

#14Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$MCD $TMO $ECL $ORLY $SYK $VZ

$4.3B

344 positions

#15DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$CB $TMO $ECL $ORLY $ETN $SYK

$124M

100 positions

#16CNB BankPassive

Some overlap · 7 shared positions

$MCD $AMP $BKNG $ETN $PEP $CB

$257M

518 positions

#17LOWE BROCKENBROUGH & CO INCActive

Some overlap · 6 shared positions

$AMP $TMO $BKNG $CB $ETN $PEP

$2.2B

341 positions

#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$CB $TMO $NEE $ETN $PEP $MDY

$8.0B

1,334 positions

#19BOSTON FAMILY OFFICE LLCActive

Some overlap · 6 shared positions

$TMO $NEE $ECL $ETN $SYK $PEP

$1.6B

314 positions

#20Nicollet Investment Management, Inc.Active

Some overlap · 5 shared positions

$MDY $CB $TMO $ECL $LHX

$324M

77 positions

#21Liberty Capital Management, Inc.Passive

Some overlap · 5 shared positions

$MCD $CB $TMO $ECL $SYK

$582M

184 positions

#22Evelyn Partners Investment Management Services Ltd

Some overlap · 5 shared positions

$MCD $CB $TMO $BKNG $SYK

$850M

281 positions

#23Haverford Trust CoActive

Some overlap · 6 shared positions

$TMO $NEE $MCD $ETN $SYK $PEP

$11.6B

424 positions

#24SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $ETN $PEP $VZ $LHX

$205M

55 positions

#25Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $CB $TMO $NEE $VZ

$223M

81 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.