13F Pro

Hedge Funds Similar to Matrix

13F Portfolio OverlapQ2 2026Matrix portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Matrix Trust Co is an institutional investor managing $690M across 101 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 Matrix are DONALDSON, OLD REPUBLIC INTERNATIONAL, MORGAN DEMPSEY, with shared positions in $FAST, $KMB, $MS, $C, $GD, $MCD. The full ranking of 25 similar funds is below.

#1DONALDSON CAPITAL MANAGEMENT, LLCPassive
Substantial overlap · 14 shared positions
$FAST$KMB$MS$C$GD$MCD
$3.5B
311 positions
#2OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 6 shared positions
$MCD$WEC$KMB$PAYX$XEL$ETN
$2.7B
54 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$C$GD$MCD$WEC$OKE
$233M
122 positions
#4Greenfield Seitz Capital Management, LLCPassive
Some overlap · 6 shared positions
$FAST$PAYX$OKE$ETN$ASML$UBER
$336M
107 positions
#5Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$C$MCD$OKE$COR$ETN
$287M
33 positions
#6THOMAS STORY & SON LLCActive
Some overlap · 5 shared positions
$FAST$GD$WEC$ASML$PAYX
$283M
53 positions
#7CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$FAST$PAYX$WEC$TROW
$6.4B
290 positions
#8Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$GD$MCD$PAYX$OKE$FAST
$455M
57 positions
#9Somerset Trust CoPassive
Some overlap · 5 shared positions
$GD$MCD$WEC$MS$PAYX
$354M
186 positions
#10Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$MS$PAYX$WEC$ETN$ASML
$856M
89 positions
#11apricus wealth, LLCPassive
Some overlap · 4 shared positions
$KMB$C$WEC$OKE
$210M
129 positions
#12Hedeker Wealth, LLCPassive
Some overlap · 6 shared positions
$C$MS$ASML$TROW$IBKR$UBER
$524M
92 positions
#13Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$MS$C$PAYX$UBER
$363M
120 positions
#14Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$C$ETN$ASML$VRT$UBER$MELI
$115M
89 positions
#15Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$GD$PAYX$TROW$ASML
$272M
72 positions
#16HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$MS$C$ETN$VRT$UBER
$1.1B
115 positions
#17VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MS$KMB$XEL$C
$1.1B
146 positions
#18Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$MS$C$ETN$ASML
$72M
52 positions
#19Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$MS$C$ETN$ASML
$424M
49 positions
#20SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GD$C$ASML$VRT$UBER$MELI
$255M
144 positions
#21Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MS$KMB$MCD$GD
$703M
160 positions
#22Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$C$GD
$10.2B
208 positions
#23NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$GD$ETN$ASML$VRT
$1.4B
177 positions
#24GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$FAST$PAYX$CTAS$ETN
$1.2B
383 positions
#25Insight Inv LLCPassive
Some overlap · 3 shared positions
$MS$C$GD
$212M
109 positions

Compare Matrix’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 Matrix’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.