What hedge funds are most similar to Baldwin Investment Management, LLC?

The funds with the most similar 13F portfolios to Baldwin Investment Management, LLC are Trifecta Advisors,, McLaughlin Asset ,, PINCUS ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Baldwin Investment ,

13F Portfolio OverlapQ1 2026Baldwin Investment , portfolio →

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Most similar hedge funds by 13F overlap

Baldwin Investment Management, LLC is an institutional investor managing $856M across 210 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 Investment , are Trifecta Advisors,, McLaughlin Asset ,, PINCUS ,, with shared positions in $LRCX, $VRTX, $VRT, $ISRG, $ETN, $PANW. The full ranking of 25 similar funds is below.

#1Trifecta Capital Advisors, LLCPassive

Some overlap · 9 shared positions

$LRCX $VRTX $VRT $ISRG $ETN $PANW

$646M

274 positions

#2McLaughlin Asset Management, Inc.Passive

Some overlap · 7 shared positions

$LRCX $VRT $LIN $ISRG $PANW $TMO

$105M

91 positions

#3PINCUS CAPITAL MANAGEMENT, LPActive

Some overlap · 8 shared positions

$LRCX $VRT $ETN $ISRG $TMO $UNP

$144M

50 positions

#4DJE Kapital AGActive

Some overlap · 7 shared positions

$LRCX $LIN $VRT $PANW $ROK $NEE

$4.5B

113 positions

#5Princeton Global Asset Management LLCPassive

Some overlap · 7 shared positions

$LRCX $VRTX $VRT $LIN $ETN $NEE

$613M

829 positions

#6DARA CAPITAL US, INC.Passive

Some overlap · 5 shared positions

$LRCX $VRT $ISRG $PANW $TMO

$105M

119 positions

#7Fulcrum Capital LLCActive

Some overlap · 5 shared positions

$LRCX $VRTX $LIN $ABT $ZTS

$461M

101 positions

#8YHB Investment Advisors, Inc.Passive

Some overlap · 7 shared positions

$LRCX $ISRG $ETN $TMO $NEE $UNP

$1.4B

298 positions

#9Brentview Investment Management LLCPassive

Some overlap · 6 shared positions

$LRCX $LIN $NEE $MS $UNP $TJX

$231M

63 positions

#10STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 6 shared positions

$LRCX $VRTX $LIN $ISRG $MS $TJX

$715M

72 positions

#11Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$LRCX $EPD $VRT $PANW

$160M

124 positions

#12ALBERT D MASON INCPassive

Some overlap · 4 shared positions

$LRCX $EPD $LIN $ETN

$154M

129 positions

#13Raiffeisen Bank International AGActive

Some overlap · 6 shared positions

$LRCX $LIN $VRTX $ISRG $ABT $TMO

$7.0B

824 positions

#14Clearbridge Investments, LLCPassive

Some overlap · 8 shared positions

$VRTX $LIN $VRT $ETN $PANW $TMO

$114.9B

690 positions

#15KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$LRCX $VRT $ETN $PANW $BKR

$194M

99 positions

#16Harbour Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $VRT $PANW $TMO $TJX

$525M

280 positions

#17OFI INVEST ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$LRCX $ISRG $BKR $PANW $NEE $MS

$7.6B

347 positions

#18Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 5 shared positions

$LRCX $ISRG $ABT $TMO $TJX

$39.1B

628 positions

#19McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$LRCX $ISRG $TMO $ROK $MS

$885M

121 positions

#20COATUE MANAGEMENT LLCActive

Some overlap · 4 shared positions

$LRCX $VRT $ISRG $ETN

$29.1B

62 positions

#21J.P. Marvel Investment Advisors, LLCActive

Some overlap · 5 shared positions

$LRCX $VRTX $ABT $TMO $MS

$705M

60 positions

#22Acumen Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $ISRG $ABT $TMO $TJX

$372M

439 positions

#23Stanley-Laman Group, Ltd.Passive

Some overlap · 4 shared positions

$LRCX $VRT $LIN $ISRG

$814M

294 positions

#24Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$LRCX $PANW $TMO $NEE $TJX

$7.0B

103 positions

#25CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$LRCX $LIN $ISRG $TMO

$405M

73 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.