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Hedge Funds Similar to Midwest

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

Midwest Trust Co is an institutional investor managing $9.0B across 633 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 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
$126M
263 positions
#2New Hampshire TrustPassive
Notable overlap · 10 shared positions
$ETN$UNP$CB$MCD$AMP$PNC
$532M
171 positions
#3Adelphi Trust CoPassive
Notable overlap · 9 shared positions
$ETN$UNP$PNC$MCD$AMP$CB
$152M
113 positions
#4Emprise BankActive
Some overlap · 9 shared positions
$ETN$UNP$CB$PNC$PEP$PM
$262M
106 positions
#5CNB BankPassive
Some overlap · 9 shared positions
$UNP$ETN$MCD$AMP$PEP$CB
$257M
518 positions
#6LOWE BROCKENBROUGH & CO INCPassive
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
$288M
322 positions
#8MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 8 shared positions
$CB$MCD$AMP$ETN$PEP$TMO
$3.8B
2,398 positions
#9TRUST CO OF OKLAHOMAActive
Some overlap · 8 shared positions
$UNP$WMB$ETN$CB$PEP$TMO
$377M
138 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
$455M
118 positions
#17BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ETN$CB$MCD$UNP$PM
$1.8B
356 positions
#18Willis Investment CounselActive
Some overlap · 5 shared positions
$ETN$CB$MCD$PEP$COP
$2.0B
128 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
90 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$AMP$TMO$MDY
$487M
628 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.