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Hedge Funds Similar to Vest Financial

13F Portfolio OverlapQ3 2026Vest Financial portfolio →
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Most similar hedge funds by 13F overlap

Vest Financial, LLC is an institutional investor managing $9.5B across 414 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 Vest Financial are Somerset, JLB & ASSOCIATES, Wagner Wealth, with shared positions in $CB, $ADP, $AFL, $ABT, $LIN, $ROST. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive
Some overlap · 6 shared positions
$CB$ADP$AFL$ABT$LIN$ROST
$354M
186 positions
#2JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$KLAC$MLI$WSM$ROST$AXP
$748M
68 positions
#3Wagner Wealth Management, CorpPassive
Some overlap · 6 shared positions
$CB$CINF$AFL$DOV$LIN$WST
$128M
100 positions
#4JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$KLAC$ADP$WSM$AFL$ABT
$1.1B
242 positions
#5Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$ADP$WSM$AFL$BNY
$596M
238 positions
#6Trueblood Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CINF$CB$SNA$LIN$AXP$KLAC
$284M
262 positions
#7Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$MLI$KLAC$CB$LIN
$455M
133 positions
#8SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 6 shared positions
$ADP$AFL$DOV$ABT$LIN$VLTO
$217M
287 positions
#9MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$CB$ADP$AFL$ABT$LIN
$857M
166 positions
#10Willis Investment CounselActive
Some overlap · 5 shared positions
$CB$ADP$AFL$ABT$AXP
$2.0B
128 positions
#11Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$CB$ADP$ABT$TRV$AXP
$116M
240 positions
#12Legacy Financial Strategies, LLCActive
Some overlap · 5 shared positions
$CINF$ADP$AFL$ABT$LIN
$615M
145 positions
#13MATHER GROUP, LLC.Active
Some overlap · 5 shared positions
$CINF$ADP$AFL$DOV$ABT
$11.8B
2,251 positions
#14Machina Capital S.A.S.Passive
Some overlap · 6 shared positions
$CB$BNY$ABT$LIN$AFL$ROST
$631M
368 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CB$ADP$ABT$LIN$AXP
$455M
118 positions
#16Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$CB$KLAC$CINF$ALL
$401M
272 positions
#17Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$CB$TRV$AXP
$3.0B
312 positions
#18EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$KLAC$CB$AXP$TRV
$799M
156 positions
#19ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$KLAC$ADP$SNA$LIN
$176M
139 positions
#20CONNING INC.Passive
Some overlap · 5 shared positions
$ADP$AFL$BNY$ABT$TRV
$3.3B
327 positions
#21Clifford Group, LLCSmart money
Some overlap · 5 shared positions
$ADP$KLAC$ABT$LIN$AXP
$145M
86 positions
#22SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$ADP$AFL$ABT$LIN$AXP
$1.5B
160 positions
#23RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$KLAC$CB$LIN$ABT$AXP
$10.4B
645 positions
#24PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ADP$AFL$ABT$CINF$WST
$209M
54 positions
#25Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$CB$AFL$ABT$LIN$AXP
$1.4B
275 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.