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Hedge Funds Similar to Smithfield

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

Smithfield Trust Co is an institutional investor managing $2.5B across 1,080 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 Smithfield are HAMEL ASSOCIATES, Walsky Investment, DELTA, with shared positions in $BNY, $PEP, $PNC, $MCD, $UNP, $NSC. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$BNY$PEP$PNC$MCD$UNP
$363M
92 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$BNY$PEP$PNC$MCD$UNP
$108M
52 positions
#3DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BNY$PEP$PNC$MCD$NSC
$217M
108 positions
#4Networth Advisors, LLCActive
Some overlap · 4 shared positions
$BNY$PNC$PEP$PPG
$172M
383 positions
#5Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$BNY$PNC$MCD$BMY
$327M
94 positions
#6Barbara Oil Co.Active
Some overlap · 4 shared positions
$BNY$NSC$UNP$BMY
$297M
73 positions
#7Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$BNY$PEP$NSC$UNP
$287M
135 positions
#8Matthew Goff Investment Advisor, LLCPassive
Some overlap · 4 shared positions
$BNY$PEP$UNP$MCD
$593M
91 positions
#9CONNING INC.Passive
Some overlap · 5 shared positions
$BNY$PNC$MCD$UNP$BMY
$3.3B
327 positions
#10Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$BNY$PEP$PNC
$159M
62 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$BNY$PEP$PNC
$1.2B
106 positions
#12BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 3 shared positions
$BNY$PEP$MCD
$453M
121 positions
#13CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$BNY$PEP$MCD
$1.6B
85 positions
#14Borer Denton & Associates, Inc.Passive
Some overlap · 4 shared positions
$BNY$PEP$MCD$UNP
$305M
74 positions
#15Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$BNY$MCD$UNP
$87M
113 positions
#16Peoples Bank/KSPassive
Some overlap · 4 shared positions
$BNY$PEP$MCD$UNP
$103M
98 positions
#17ISTHMUS PARTNERS, LLCPassive
Some overlap · 3 shared positions
$BNY$PNC$MCD
$1.0B
226 positions
#18Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$BNY$MCD$PEP
$555M
46 positions
#19BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BNY$PNC$UNP
$414M
106 positions
#20Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$CHDN$MCD$BNY$NSC$UNP
$149M
98 positions
#21Lincoln Capital LLCActive
Some overlap · 4 shared positions
$BNY$MCD$UNP$PEP
$562M
137 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$PEP$PNC$MCD$NSC$BMY
$2.5B
270 positions
#23SHAYNE & JACOBS, LLCActive
Some overlap · 3 shared positions
$BNY$BMY$NSC
$337M
101 positions
#24Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$BNY$PEP$PNC
$2.5B
156 positions
#25Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BNY$PNC$UNP
$284M
73 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.