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Hedge Funds Similar to Talbot Financial

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

Talbot Financial, LLC is an institutional investor managing $1.4B across 71 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 Talbot Financial are DB Fitzpatrick, Empire Financial Company, BENEDICT FINANCIAL ADVISORS, with shared positions in $CB, $AMGN, $SYK, $SNPS, $CRM, $TMO. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$CB$AMGN$SYK$SNPS$CRM$TMO
$124M
100 positions
#2Empire Financial Management Company, LLCPassive
Some overlap · 6 shared positions
$CB$AMGN$NOC$TRV$EMR$MDT
$253M
139 positions
#3BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$CB$AMGN$TRV$MDT$EMR$PM
$515M
142 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$AMGN$SNPS$EMR$TMO$NOW$HON
$358M
74 positions
#5Gs Investments, Inc.Passive
Some overlap · 6 shared positions
$SCHW$AMGN$SYK$TMO$CRM$HON
$138M
133 positions
#6Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$SCHW$AMGN$SYK$TRV$EMR$HON
$170M
121 positions
#7OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$SCHW$AMGN$CB$SNPS$ROK
$1.8B
139 positions
#8Pine Haven Investment Counsel, IncPassive
Some overlap · 6 shared positions
$SCHW$AMGN$EMR$SYK$BLK$ROK
$149M
116 positions
#9SUMMITRY LLCPassive
Some overlap · 6 shared positions
$SCHW$EMR$CRM$TMO$AMGN$MDT
$3.0B
340 positions
#10Harrington Investments, INCPassive
Some overlap · 5 shared positions
$SCHW$AMGN$SYK$EMR$TMO
$206M
82 positions
#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$CB$AMGN$MDT$EMR$BLK
$201M
57 positions
#12Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$CB$SCHW$CRM$BLK$PM
$324M
314 positions
#13McGuire Investment Group, LLCActive
Some overlap · 7 shared positions
$SYK$SCHW$BLK$TMO$ROK$AMGN
$1.1B
137 positions
#14Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$CB$AMGN$EMR$BLK$SYK
$631M
271 positions
#15TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$CB$AMGN$NOC$BLK$PM
$1.3B
226 positions
#16LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$CB$AMGN$SYK$SCHW$BLK
$152M
84 positions
#17CapitalatWork S.A.Active
Some overlap · 5 shared positions
$CB$SCHW$CRM$BLK$NOW
$4.0B
93 positions
#18Somerset Trust CoPassive
Some overlap · 5 shared positions
$AMGN$CB$MDT$EMR$BLK
$354M
186 positions
#19JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$AMGN$SCHW$ROK$SNPS$HON$HONA
$1.2B
134 positions
#20LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$AMGN$CB$SYK$PM$NOC
$273M
104 positions
#21Haverford Trust CoActive
Some overlap · 7 shared positions
$BLK$TMO$SYK$PM$HON$HONA
$11.6B
424 positions
#22Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CB$AMGN$TMO$CRM$NOW
$223M
81 positions
#23Beaumont Asset Management, L.L.C.Smart money
Some overlap · 7 shared positions
$ROK$CRM$BLK$AMGN$NOW$MDT
$257M
79 positions
#24Carnegie Investment CounselPassive
Some overlap · 5 shared positions
$SCHW$CB$SYK$AMGN$BLK
$5.0B
547 positions
#25Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$CB$SCHW$NOC$TMO$PM
$222M
88 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.