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Hedge Funds Similar to BAR HARBOR WEALTH

13F Portfolio OverlapQ3 2026BAR HARBOR WEALTH portfolio →
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Most similar hedge funds by 13F overlap

BAR HARBOR WEALTH MANAGEMENT is an institutional investor managing $1.8B across 284 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 BAR HARBOR WEALTH are Michael Brady, HALL, Minot DeBlois Advisors, with shared positions in $ABT, $UNP, $TJX, $EMR, $ADP, $PEP. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$ABT$UNP$TJX$EMR$ADP$PEP
$110M
55 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$ABT$UNP$TJX$EMR$ADP$PEP
$321M
107 positions
#3Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$ABT$UNP$TJX$ADP$ASML$PEP
$116M
240 positions
#4Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$SYY$EMR$UNP$ADP$PEP
$221M
92 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$ABT$SYY$EMR$ADP$AMRZ$PEP
$530M
92 positions
#6CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$UNP$SYY$ASML$REGN$AMRZ$PEP
$2.3B
150 positions
#7NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$TPL$ABT$ASML$REGN$PEP
$595M
264 positions
#8FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$ABT$UNP$TJX$EMR$PEP
$1.3B
157 positions
#9Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$ABT$UNP$TJX$EMR$PEP
$149M
116 positions
#10GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 5 shared positions
$NNI$TJX$ASML$REGN$PEP
$1.7B
73 positions
#11Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ABT$UNP$EMR$ADP$PEP
$108M
52 positions
#12Clark & Stuart, IncPassive
Some overlap · 5 shared positions
$ABT$SYY$EMR$ADP$PEP
$162M
52 positions
#13PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ABT$SYY$EMR$ADP$PEP
$209M
54 positions
#14Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$ABT$SYY$EMR$ADP$PEP
$637M
146 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$TJX$ABT$ADP$PEP
$455M
118 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$ABT$TJX$ADP$ASML$UNP
$10.8B
564 positions
#17FARMERS & MERCHANTS INVESTMENTS INCPassive
Some overlap · 5 shared positions
$NNI$EMR$ASML$UNP$PEP
$4.2B
1,767 positions
#18Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$ABT$EMR$ADP$ASML$PEP
$583M
82 positions
#19Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$ABT$EMR$ADP$ASML$PEP
$486M
109 positions
#20Ipswich Investment Management Co., Inc.Passive
Some overlap · 5 shared positions
$TPL$TJX$ASML$AMRZ$PEP
$468M
186 positions
#21MITCHELL SINKLER & STARR/PAPassive
Some overlap · 5 shared positions
$ABT$EMR$ADP$ASML$PEP
$247M
155 positions
#22WOODSTOCK CORPActive
Some overlap · 5 shared positions
$ABT$EMR$ADP$REGN$PEP
$1.2B
160 positions
#23RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$TJX$UNP$ASML$ABT$TPL
$10.4B
645 positions
#24Broderick Brian CActive
Some overlap · 5 shared positions
$ABT$TJX$ADP$ASML$UNP
$646M
95 positions
#25ANB BANKPassive
Some overlap · 5 shared positions
$ABT$ADP$ASML$EMR$PEP
$282M
123 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.