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 Marble Harbor Investment Counsel

13F Portfolio OverlapQ2 2026Marble Harbor Investment Counsel portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Marble Harbor Investment Counsel, LLC is an institutional investor managing $984M across 200 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Marble Harbor Investment Counsel are COERENTE, Minot DeBlois Advisors, Long Road Investment Counsel, with shared positions in $ADP, $ABT, $EOG, $FISV, $PEP, $PFE. The full ranking of 25 similar funds is below.

#1COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 6 shared positions

$ADP $ABT $EOG $FISV $PEP $PFE

$543M

43 positions

#2Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$NTRS $ADP $ABT $ECL $PEP $DIS

$116M

240 positions

#3Long Road Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ADP $ORLY $IDXX $PEP $SYK

$271M

80 positions

#4WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ADP $ABT $ECL $PEP $SYK $MCD

$947M

155 positions

#5InvesTrustPassive

Notable overlap · 7 shared positions

$NTRS $ADP $PEP $WFC $PFE $DIS

$260M

95 positions

#6LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$PH $EOG $ABT $ADP $FISV $SYK

$10.3B

565 positions

#7Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$ADP $ABT $ECL $SYK $IDXX $PEP

$965M

177 positions

#8VILLERE ST DENIS J & CO LLCPassive

Notable overlap · 6 shared positions

$IDXX $ABT $PGR $PEP $PFE $SYK

$838M

85 positions

#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ABT $ADP $EOG $PGR $SYK $DIS

$2.1B

131 positions

#10Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$ADP $ABT $EOG $PFE $WFC

$312M

102 positions

#11DILLON & ASSOCIATES INCActive

Notable overlap · 6 shared positions

$ORLY $ADP $ABT $ECL $SYK $PEP

$817M

80 positions

#12HENDLEY & CO INCActive

Notable overlap · 5 shared positions

$PH $ABT $EOG $PEP $SYK

$283M

47 positions

#13CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$PH $ORLY $IDXX $ADP $SYK

$456M

67 positions

#14Boit C F DavidPassive

Notable overlap · 7 shared positions

$ADP $PH $ABT $PEP $SYK $MCD

$238M

85 positions

#15KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$ADP $PH $ABT $ECL $PEP $MCD

$1.5B

228 positions

#16UNITED BANKActive

Notable overlap · 6 shared positions

$IRM $EOG $ABT $PEP $SYK $MCD

$853M

130 positions

#17SIMA Wealth Partners, LLCActive

Notable overlap · 5 shared positions

$EBAY $PH $SYK $MCD $PEP

$141M

130 positions

#18First Long Island Investors, LLCActive

Notable overlap · 5 shared positions

$PH $ADP $ABT $PEP $MCD

$1.4B

73 positions

#19WOODSTOCK CORPActive

Notable overlap · 6 shared positions

$ORLY $ECL $ABT $ADP $IDXX $PEP

$1.2B

163 positions

#20LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$ABT $ADP $FISV $PEP $SYK $MCD

$273M

104 positions

#21Clark & Stuart, IncPassive

Notable overlap · 6 shared positions

$ADP $ABT $PEP $SYK $ECL $IDXX

$159M

57 positions

#22HARVEY INVESTMENT CO LLCActive

Notable overlap · 4 shared positions

$ORLY $IDXX $ABT $PEP

$918M

99 positions

#23WELCH & FORBES LLCActive

Some overlap · 6 shared positions

$ORLY $ECL $IDXX $IRM $SYK $MCD

$8.2B

388 positions

#24R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$ADP $EBAY $PYPL $PFE $ABT

$188M

39 positions

#25VAN STRUM & TOWNE INC.Passive

Some overlap · 6 shared positions

$ADP $ECL $PEP $DIS $PFE $WFC

$367M

111 positions

Compare Marble Harbor Investment Counsel’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 Marble Harbor Investment Counsel’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.