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 Bath Savings

13F Portfolio OverlapQ1 2026Bath Savings portfolio →

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Most similar hedge funds by 13F overlap

Bath Savings Trust Co is an institutional investor managing $965M across 177 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 Bath Savings are Tandem Investment Advisors,, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, NORTHSTAR ASSET, with shared positions in $SYK, $NEE, $INTU, $ABT, $ADP, $BR. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Active

Notable overlap · 10 shared positions

$SYK $NEE $INTU $ABT $ADP $BR

$2.0B

83 positions

#2LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 9 shared positions

$SYK $TJX $INTU $ABT $ADP $DHR

$10.0B

560 positions

#3NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TJX $SYK $ADP $INTU $IDXX $BR

$326M

86 positions

#4HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $NEE $INTU $ADP $DHR $APH

$407M

49 positions

#5Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$TJX $COP $SYK $ECL $DHR $IDXX

$958M

80 positions

#6PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$SYK $NEE $ECL $ADP $ABT $SHW

$196M

53 positions

#7Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$TJX $NEE $SYK $ABT $SHW $MCD

$446M

104 positions

#8JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 12 shared positions

$SYK $BR $ABT $SHW $MCD $INTU

$5.1B

84 positions

#9DEARBORN PARTNERS LLCActive

Notable overlap · 11 shared positions

$ADP $WSO $SYK $ABT $ECL $NEE

$1.8B

269 positions

#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$SYK $NEE $ABT $ADP $CHD $DHR

$2.1B

122 positions

#11Suncoast Equity ManagementActive

Notable overlap · 7 shared positions

$SYK $TJX $INTU $ADP $APH $SHW

$833M

101 positions

#12WELCH & FORBES LLCActive

Notable overlap · 10 shared positions

$SYK $ECL $TJX $DHR $MCD $IDXX

$7.7B

368 positions

#13HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$TJX $ECL $SYK $WSO $DHR $IDXX

$2.5B

262 positions

#14Williams Jones Wealth Management, LLC.Active

Notable overlap · 8 shared positions

$TJX $ECL $INTU $ADP $SHW $DHR

$8.1B

514 positions

#15Sierra Legacy GroupPassive

Notable overlap · 7 shared positions

$TJX $INTU $ADP $BR $DHR $APH

$131M

77 positions

#16Elefante Mark BPassive

Notable overlap · 6 shared positions

$TJX $ADP $ABT $NEE $DHR $APH

$182M

58 positions

#17LaFleur & Godfrey LLCActive

Notable overlap · 7 shared positions

$SYK $ECL $NEE $WSO $CHD $ABT

$803M

141 positions

#18Boit C F DavidPassive

Notable overlap · 9 shared positions

$ADP $INTU $SYK $ABT $MCD $CHD

$225M

117 positions

#19McCollum Christoferson Group LLCPassive

Notable overlap · 7 shared positions

$NEE $ECL $ABT $BR $DHR $CHD

$333M

77 positions

#20ARBOR TRUST WEALTH ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$COP $SYK $TJX $ABT $MCD $KO

$228M

90 positions

#21Hemenway Trust Co LLCActive

Notable overlap · 5 shared positions

$TJX $ADP $ABT $NEE $DHR

$1.2B

135 positions

#22Wilkinson Global Asset Management LLCActive

Notable overlap · 5 shared positions

$TJX $WSO $INTU $SHW $MCD

$1.3B

60 positions

#23HALL LAURIE J TRUSTEEPassive

Notable overlap · 6 shared positions

$SYK $TJX $ABT $DHR $APH $MKC

$283M

104 positions

#24Mirova US LLCActive

Notable overlap · 5 shared positions

$TJX $NEE $ECL $DHR $CL

$8.8B

42 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TJX $NEE $INTU $DHR $APH $VEEV

$506M

75 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.