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Hedge Funds Similar to Midwest

13F Portfolio OverlapQ2 2026Midwest portfolio →
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Most similar hedge funds by 13F overlap

Midwest Trust Co is an institutional investor managing $8.8B across 606 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 Midwest are Kennebec Savings Bank, New Hampshire, Adelphi, with shared positions in $ETN, $UNP, $WMB, $MCD, $CB, $AMP. The full ranking of 25 similar funds is below.

#1Kennebec Savings BankPassive
Notable overlap · 12 shared positions
$ETN$UNP$WMB$MCD$CB$AMP
$125M
284 positions
#2New Hampshire TrustPassive
Notable overlap · 10 shared positions
$ETN$UNP$CB$MCD$AMP$PNC
$530M
176 positions
#3Adelphi Trust CoPassive
Notable overlap · 9 shared positions
$ETN$UNP$PNC$MCD$AMP$CB
$151M
114 positions
#4Emprise BankActive
Some overlap · 9 shared positions
$ETN$UNP$CB$PNC$PEP$PM
$271M
109 positions
#5CNB BankPassive
Some overlap · 9 shared positions
$UNP$ETN$MCD$AMP$PEP$CB
$257M
518 positions
#6LOWE BROCKENBROUGH & CO INCActive
Some overlap · 8 shared positions
$ETN$PNC$AMP$PEP$CB$PM
$2.2B
341 positions
#7YANKCOM PartnershipPassive
Some overlap · 7 shared positions
$UNP$WMB$MCD$AMP$ETN$PEP
$279M
308 positions
#8MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 8 shared positions
$CB$MCD$AMP$ETN$PEP$TMO
$3.9B
2,444 positions
#9TRUST CO OF OKLAHOMAActive
Some overlap · 8 shared positions
$UNP$WMB$ETN$CB$PEP$TMO
$389M
140 positions
#10Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$ETN$UNP$WMB$CB$PNC$COP
$739M
344 positions
#11Bravera WealthActive
Some overlap · 7 shared positions
$UNP$WMB$AMP$PM$MCD$PEP
$261M
352 positions
#12FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$ETN$WMB$MCD$UNP$PEP$COP
$5.3B
210 positions
#13HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$UNP$CB$PNC$MCD$PEP$COP
$363M
92 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ETN$UNP$PNC$MCD$PEP
$108M
52 positions
#15KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 5 shared positions
$ETN$UNP$CB$PEP$TMO
$2.9B
195 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$WMB$CB$MCD$PEP
$467M
118 positions
#17BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ETN$CB$MCD$UNP$PM
$1.7B
401 positions
#18Willis Investment CounselActive
Some overlap · 5 shared positions
$ETN$CB$MCD$PEP$COP
$2.1B
125 positions
#19HENDLEY & CO INCActive
Some overlap · 5 shared positions
$ETN$UNP$PEP$PM$COP
$283M
47 positions
#20COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UNP$WMB$MCD$PEP$PM
$166M
88 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$AMP$TMO$MDY
$489M
619 positions
#22LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$UNP$CB$MCD$PEP$PM
$273M
104 positions
#23HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$UNP$CB$MCD$PEP$PM
$252M
43 positions
#24FARMERS TRUST CO
Some overlap · 5 shared positions
$UNP$CB$MCD$PEP$PM
$637M
203 positions
#25Scissortail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$CB$COP$WMB
$520M
106 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.