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Hedge Funds Similar to Parkside Financial Bank

13F Portfolio OverlapQ2 2026Parkside Financial Bank portfolio →
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Most similar hedge funds by 13F overlap

Parkside Financial Bank & Trust is an institutional investor managing $2.9B across 5,408 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 Parkside Financial Bank are PENN DAVIS MCFARLAND, First Fiduciary Investment Counsel, L. Roy Papp & Associates, LLP, with shared positions in $ROIV, $ACN, $PEP, $AXP, $BLK, $NEE. The full ranking of 25 similar funds is below.

#1PENN DAVIS MCFARLAND INCActive
Some overlap · 4 shared positions
$ROIV$ACN$PEP$AXP
$1.1B
79 positions
#2First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$BLK$ACN$NEE
$529M
75 positions
#3L. Roy Papp & Associates, LLPPassive
Some overlap · 3 shared positions
$BLK$ACN$PEP
$951M
193 positions
#4Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$BLK$ACN$PEP$NEE
$339M
49 positions
#5Haverford Trust CoActive
Some overlap · 4 shared positions
$BLK$ACN$PEP$NEE
$11.6B
424 positions
#6Platform Wealth Management, LLCActive
Some overlap · 3 shared positions
$BLK$ACN$PEP
$273M
57 positions
#7Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$BLK$ABT$ACN
$1.0B
89 positions
#8Tandem Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$BLK$PEP$NEE$ABT
$1.5B
68 positions
#9NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$BLK$ACN$PEP$ABT
$606M
79 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$BLK$ACN$PEP$NEE
$1.3B
73 positions
#11PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$BLK$ACN$PEP$NEE$ABT
$441M
87 positions
#12CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$BLK$PEP$NEE
$1.1B
157 positions
#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$BLK$PEP$ABT
$201M
57 positions
#14SSA SWISS ADVISORS AGPassive
Some overlap · 3 shared positions
$BLK$ABT$IAU
$266M
107 positions
#15Osprey Private Wealth LLCPassive
Some overlap · 4 shared positions
$BLK$PEP$NEE$AZO
$387M
88 positions
#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$BLK$ACN$PEP$NEE
$499M
73 positions
#17RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 5 shared positions
$BLK$ACN$PEP$NEE$ABT
$794M
188 positions
#18RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BLK$ACN$PEP
$2.4B
181 positions
#19LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$BLK$ACN$IAU$ABT
$248M
91 positions
#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$BLK$PEP$AXP$NEE
$195M
67 positions
#21SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 4 shared positions
$BLK$PEP$NEE$ABT
$643M
215 positions
#22BRADY FAMILY WEALTH, LLCPassive
Some overlap · 3 shared positions
$BLK$PEP$ABT
$346M
113 positions
#23Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$BLK$PEP$NEE$ABT
$1.6B
184 positions
#24CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$BLK$ACN$PEP$ABT
$6.9B
64 positions
#25NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$BLK$PEP$IAU$NEE
$169M
113 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.