13F Pro

Hedge Funds Similar to BAR HARBOR WEALTH

13F Portfolio OverlapQ1 2026BAR HARBOR WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BAR HARBOR WEALTH MANAGEMENT is an institutional investor managing $1.9B across 268 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 BAR HARBOR WEALTH are Kimelman & Baird,, Spears Abacus Advisors, Michael Brady & ,, with shared positions in $IBM, $TJX, $MDT, $REGN, $UNP, $EMR. The full ranking of 25 similar funds is below.

#1Kimelman & Baird, LLCActive
Some overlap · 6 shared positions
$IBM$TJX$MDT$REGN$UNP$EMR
$1.2B
263 positions
#2Spears Abacus Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$ABT$DHR$REGN$FTAI$UNP
$5.0B
398 positions
#3Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$TJX$ABT$DHR$UNP$EMR$ADP
$100M
54 positions
#4LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$IBM$TJX$ABT$EMR$SYY
$533M
126 positions
#5BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$IBM$TJX$MDT$UNP$EMR
$147M
116 positions
#6FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$IBM$ABT$UNP$EMR
$1.2B
150 positions
#7HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TPL$TJX$DHR$REGN$ADP
$2.5B
262 positions
#8Dempze Nancy EPassive
Some overlap · 5 shared positions
$TJX$ABT$IBM$DHR$ADP
$182M
92 positions
#9Decker Wealth Management LLCPassive
Some overlap · 5 shared positions
$IBM$TJX$MDT$REGN$ABT
$441M
105 positions
#10Baker Chad RActive
Some overlap · 5 shared positions
$TJX$ABT$DHR$IBM$ADP
$530M
56 positions
#11NBT BANK N A /NYPassive
Some overlap · 5 shared positions
$IBM$TJX$DHR$ABT$UNP
$1.5B
1,074 positions
#12Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$IBM$ABT$MDT$EMR$SYY
$245M
83 positions
#13Hartford Financial Management Inc.Passive
Some overlap · 5 shared positions
$TJX$ABT$DHR$UNP$ADP
$392M
344 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$ABT$DHR$UNP$ADP
$110M
226 positions
#15Broderick Brian CActive
Some overlap · 5 shared positions
$TJX$ABT$DHR$ADP$UNP
$542M
95 positions
#16Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$TJX$ABT$DHR$ADP$UNP
$1.2B
135 positions
#17HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$IBM$TJX$ABT$DHR
$283M
104 positions
#18Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$IBM$TJX$ABT$DHR
$419M
201 positions
#19PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$IBM$ABT$EMR$ADP$SYY
$196M
53 positions
#20TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$ABT$IBM$MDT$UNP$SYY
$911M
918 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$TJX$ABT$UNP$EMR$ADP
$280M
107 positions
#22Machina Capital S.A.S.Passive
Some overlap · 5 shared positions
$TJX$DHR$ABT$ADP$SYY
$508M
353 positions
#23Bryn Mawr Trust Advisors, LLCPassive
Some overlap · 5 shared positions
$DHR$IBM$TJX$REGN$MDT
$2.1B
438 positions
#24CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$TJX$MDT$REGN$UNP$SYY
$2.2B
145 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$TJX$ABT$UNP
$446M
104 positions

Compare BAR HARBOR WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BAR HARBOR WEALTH’s holdings

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.