How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TrustBank

13F Portfolio OverlapQ2 2026TrustBank portfolio →

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Most similar hedge funds by 13F overlap

TrustBank is an institutional investor managing $295M across 175 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 TrustBank are St. Clair Advisors, PRENTISS SMITH, BONNESS ENTERPRISES, with shared positions in $PGR, $ETN, $ABT, $AMGN, $SYK, $BLK. The full ranking of 25 similar funds is below.

#1St. Clair Advisors, LLCSmart money

Some overlap · 5 shared positions

$PGR $ETN $ABT $AMGN $SYK

$389M

78 positions

#2PRENTISS SMITH & CO INCActive

Some overlap · 4 shared positions

$PGR $ABT $BLK $SYK

$182M

67 positions

#3BONNESS ENTERPRISES INCSmart money

Some overlap · 5 shared positions

$PGR $GLW $ABT $SYK $T

$310M

37 positions

#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$PGR $ABT $SYK $ETN

$2.1B

131 positions

#5Lineweaver Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$PGR $GLW $AMGN $DE $ABT $BLK

$845M

182 positions

#6Significant Wealth Partners LLCPassive

Some overlap · 4 shared positions

$PGR $CEG $GLW $T

$92M

116 positions

#7Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$PGR $ETN $AMGN $T

$476M

387 positions

#8Family Wealth Group, LLCActive

Some overlap · 4 shared positions

$PGR $ETN $GLW $DE

$189M

116 positions

#9RMG Wealth Management LLCActive

Some overlap · 5 shared positions

$CEG $ETN $DE $EXC $AMGN

$969M

578 positions

#10VILLERE ST DENIS J & CO LLCPassive

Some overlap · 3 shared positions

$ABT $PGR $SYK

$838M

85 positions

#11Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$ETN $GLW $AMGN $DE $CMI $T

$239M

126 positions

#12Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$ABT $ETN $AMGN $BLK $SYK

$856M

89 positions

#13Cornerstone Capital, Inc.Active

Some overlap · 4 shared positions

$ABT $ETN $GLW $AMGN

$1.1B

120 positions

#14UNITED BANKActive

Some overlap · 6 shared positions

$ABT $GLW $AMGN $CMI $BLK $SYK

$853M

130 positions

#15DMKC Advisory Services, LLCActive

Some overlap · 4 shared positions

$ABT $ETN $DE $CMI

$530M

92 positions

#16Partnership Wealth Management, LLCActive

Some overlap · 5 shared positions

$ABT $CEG $GLW $EXC $T

$148M

67 positions

#17PATRICK M SWEENEY & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$ABT $ETN $DE $CMI

$174M

172 positions

#18GODSEY & GIBB, INCPassive

Some overlap · 6 shared positions

$ETN $GLW $AMGN $BLK $SYK $T

$1.2B

383 positions

#19Papamarkou Wellner Asset Management inc.Passive

Some overlap · 5 shared positions

$ABT $ETN $DE $PGR $BLK

$159M

75 positions

#20Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$ABT $AMGN $DE $BLK $SYK

$1.1B

204 positions

#21WEALTHEDGE INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$PGR $ABT $GLW

$294M

143 positions

#22Silver Lake Advisory, LLCPassive

Some overlap · 3 shared positions

$ABT $ETN $GLW

$280M

109 positions

#23Carnegie Investment CounselPassive

Some overlap · 5 shared positions

$PGR $ETN $AMGN $BLK $SYK

$5.0B

547 positions

#24BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$ABT $ETN $AMGN $BLK $SYK

$346M

113 positions

#25ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$ABT $AMGN $DE $CMI

$878M

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.