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Hedge Funds Similar to BALDWIN WEALTH PARTNERS /MA

13F Portfolio OverlapQ1 2026BALDWIN WEALTH PARTNERS /MA portfolio →
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Most similar hedge funds by 13F overlap

BALDWIN WEALTH PARTNERS LLC/MA is an institutional investor managing $1.5B across 234 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BALDWIN WEALTH PARTNERS /MA are TILIA FIDUCIARY PARTNERS,, Fjell ,, Blue Chip Partners,, with shared positions in $KLAC, $NEE, $IBM, $AJG, $MAR, $MCK. The full ranking of 25 similar funds is below.

#1TILIA FIDUCIARY PARTNERS, INC.Passive
Notable overlap · 8 shared positions
$KLAC$NEE$IBM$AJG$MAR$MCK
$182M
115 positions
#2Fjell Capital, LLCPassive
Notable overlap · 7 shared positions
$KLAC$WM$NEE$DHR$UNP$MAR
$130M
68 positions
#3Blue Chip Partners, LLCActive
Notable overlap · 5 shared positions
$KLAC$WM$ASML$NEE$PWR
$1.4B
170 positions
#4Applied Finance Capital Management, LLCPassive
Notable overlap · 6 shared positions
$KLAC$IBM$URI$UNP$PWR$MCK
$1.3B
218 positions
#5Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$IAU$NEE$AJG$IBM$DHR$WM
$649M
186 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Notable overlap · 7 shared positions
$ASML$NEE$WM$UNP$DHR$URI
$2.4B
189 positions
#7PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 7 shared positions
$KLAC$URI$MAR$PWR$DHR$MCK
$842M
212 positions
#8Renaissance Investment Group LLCPassive
Some overlap · 6 shared positions
$NEE$URI$AJG$UNP$DHR$CHD
$465M
81 positions
#9HFR Wealth Management, LLCActive
Some overlap · 6 shared positions
$WM$NEE$UNP$DHR$SCHW$INTU
$407M
49 positions
#10NZS Capital, LLCActive
Some overlap · 5 shared positions
$KLAC$URI$AJG$PWR$DHR
$3.0B
58 positions
#11BROWN BROTHERS HARRIMAN & COPassive
Some overlap · 4 shared positions
$KLAC$WM$AJG$ADI
$18.6B
1,800 positions
#12Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$NEE$IBM$GRMN$ULTA$ASML$INTU
$112M
54 positions
#13JGP Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$ADI$NEE$INTU
$961M
223 positions
#14SFE Investment CounselPassive
Some overlap · 5 shared positions
$NEE$IBM$URI$PWR$DHR
$635M
143 positions
#15ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$KLAC$ADI$ASML$PWR
$59.5B
102 positions
#16CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$NEE$IBM$ASML$PWR$MCK
$60M
36 positions
#17PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$KLAC$WM$MAR$DHR
$34.1B
135 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WM$IBM$MAR$ALPS$MCK
$192M
113 positions
#19RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WM$URI$ASML$MAR
$278M
92 positions
#20BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$IAU$WM$UNP$MAR$DHR$NEE
$216M
147 positions
#21HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$WM$ADI$IBM$DHR
$283M
104 positions
#22New England Research & Management, Inc.Passive
Some overlap · 6 shared positions
$URI$PWR$IBM$NEE$UNP$CHD
$237M
143 positions
#23Providence Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$WM$NEE$IBM$SCHW
$157M
80 positions
#24Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$UNP$DHR$ALPS
$265M
75 positions
#25ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$WM$MAR$UNP$ADI$DHR$SCHW
$153M
46 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.