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Hedge Funds Similar to Montecito Bank

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

Montecito Bank & Trust is an institutional investor managing $660M across 272 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 Montecito Bank are GLOBALT Investments / GA, Atlantic Edge Private Wealth, COLTON GROOME FINANCIAL ADVISORS, with shared positions in $STT, $KLAC, $ETN, $UNP, $TJX, $ECL. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$KLAC$ETN$UNP$TJX
$3.0B
213 positions
#2Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$KLAC$ETN$UNP
$487M
628 positions
#3COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$STT$KLAC$ETN$TJX
$427M
162 positions
#4Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$STT$KLAC$ETN$TJX
$1.8B
529 positions
#5Robinhood Asset Management, LLCActive
Some overlap · 4 shared positions
$STT$KLAC$ETN$ECL
$1.9B
83 positions
#6Concord Asset Management, LLC/VAPassive
Some overlap · 5 shared positions
$KLAC$ETN$GWW$DIS$UNP
$646M
126 positions
#7BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$ETN$DIS$UNP$TJX
$1.8B
356 positions
#8NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$KLAC$ETN$UNP$TJX$ECL
$2.3B
156 positions
#9PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$STT$ETN$DIS$TJX
$728M
298 positions
#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$KLAC$ETN
$1.3B
99 positions
#11QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$KLAC$ETN$UNP$TJX$ECL
$856M
115 positions
#12RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$KLAC$TT$GWW$TJX
$2.5B
234 positions
#13Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$KLAC$ETN$GWW$DIS$UNP
$873M
885 positions
#14KCM INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$KLAC$TT$CSL$ECL
$3.4B
400 positions
#15TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$TT$ETN$UNP$TJX$ECL
$3.3B
230 positions
#16Valued Wealth Advisors LLCActive
Some overlap · 4 shared positions
$STT$KLAC$UNP$TJX
$275M
913 positions
#17Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$DIS
$6.1B
427 positions
#18MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$KLAC$TJX
$171M
73 positions
#19Trust Investment AdvisorsPassive
Some overlap · 4 shared positions
$KLAC$TT$ETN$TJX
$229M
102 positions
#20GHP Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$STT$KLAC$TJX
$2.7B
1,321 positions
#21Transamerica Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$STT$ETN$TJX$ECL
$1.2B
2,188 positions
#22Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$STT$KLAC$TJX$UNP
$246M
210 positions
#23INVENIO WEALTH PARTNERS LLCActive
Some overlap · 3 shared positions
$STT$KLAC$ETN
$280M
87 positions
#24BAILARD, INC.Passive
Some overlap · 4 shared positions
$KLAC$TT$ETN$TJX
$4.9B
746 positions
#25Birch Hill Investment Advisors LLCPassive
Some overlap · 5 shared positions
$TT$GWW$CSL$TJX$ECL
$2.4B
219 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.