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Hedge Funds Similar to UNION SAVINGS BANK

13F Portfolio OverlapQ3 2026UNION SAVINGS BANK portfolio →
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Most similar hedge funds by 13F overlap

UNION SAVINGS BANK is an institutional investor managing $250M across 326 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 UNION SAVINGS BANK are ARBOR WEALTH ADVISORS, MONTAG A & ASSOCIATES, 1ST SOURCE BANK, with shared positions in $MDY, $TJX, $SYK, $PEP, $NSC, $ADP. The full ranking of 25 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$TJX$SYK$PEP
$248M
96 positions
#2MONTAG A & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$MDY$TJX$SYK$PEP
$2.4B
956 positions
#31ST SOURCE BANKActive
Some overlap · 5 shared positions
$MDY$TJX$NSC$PEP$ADP
$2.2B
289 positions
#4Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$TRV$SYK$PEP
$206M
309 positions
#5LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$TJX$ENB
$248M
91 positions
#6Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$MDY$TJX$SYK$BX$PEP
$1.0B
160 positions
#7WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$TJX$SYK
$3.2B
291 positions
#8Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$319M
146 positions
#9Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$579M
202 positions
#10WELCH & FORBES LLCActive
Some overlap · 4 shared positions
$MDY$IDXX$TJX$SYK
$8.2B
388 positions
#11Hills Bank & Trust CoActive
Some overlap · 4 shared positions
$MDY$TJX$PEP$NSC
$2.3B
383 positions
#12Bank of New HampshirePassive
Some overlap · 4 shared positions
$MDY$TJX$ADP$SYK
$463M
527 positions
#13Fiduciary Wealth Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$TJX$PEP
$182M
69 positions
#14TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 5 shared positions
$MDY$TJX$ADP$TRV$PEP
$1.7B
347 positions
#15Bath Savings Trust CoActive
Some overlap · 5 shared positions
$IDXX$TJX$ADP$SYK$PEP
$966M
178 positions
#16PITTENGER & ANDERSON INCPassive
Some overlap · 3 shared positions
$MDY$TJX$TRV
$2.8B
507 positions
#17Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$MDY$SYK$BX
$2.9B
350 positions
#18VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MDY$NSC$TRV$PEP
$147M
106 positions
#19ARVEST INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$MDY$TRV$ES
$835M
243 positions
#20Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$211M
77 positions
#21WEST PACES ADVISORS INC.Active
Some overlap · 3 shared positions
$MDY$NSC$TRV
$586M
692 positions
#22BOSTON FAMILY OFFICE LLCPassive
Some overlap · 5 shared positions
$IDXX$TJX$ADP$SYK$PEP
$1.6B
314 positions
#23SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$ENB$PEP
$1.5B
586 positions
#24jvl associates llcActive
Some overlap · 3 shared positions
$MDY$SYK$ADP
$347M
75 positions
#25WHITTIER TRUST COActive
Some overlap · 4 shared positions
$MDY$TJX$NSC$BX
$10.2B
1,355 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.