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 OverlapQ1 2026Marble Harbor Investment Counsel, portfolio →

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Most similar hedge funds by 13F overlap

Marble Harbor Investment Counsel, LLC is an institutional investor managing $923M across 192 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 Marble Harbor Investment Counsel, are Long Road Investment Counsel,, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, COERENTE, with shared positions in $ADP, $ORLY, $IDXX, $GE, $SYK, $GEV. The full ranking of 25 similar funds is below.

#1Long Road Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ADP $ORLY $IDXX $GE $SYK $GEV

$255M

78 positions

#2LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

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

$10.0B

560 positions

#3COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$ADP $ABT $EOG $FISV $PFE

$537M

47 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$PH $ORLY $IDXX $ADP $SYK

$405M

73 positions

#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

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

$2.1B

122 positions

#6R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ADP $EBAY $KO $PFE $PYPL $ABT

$172M

38 positions

#7Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$ADP $ABT $EOG $PFE $WFC

$282M

100 positions

#8WELCH & FORBES LLCActive

Notable overlap · 7 shared positions

$ORLY $ECL $IDXX $SYK $IRM $ABT

$7.7B

368 positions

#9Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$ADP $ABT $ECL $IDXX $SYK $MCD

$936M

168 positions

#10GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 6 shared positions

$ADP $GE $ABT $FISV $DIS $GEV

$328M

83 positions

#11America First Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$ADP $ABT $FISV $PFE $KO

$536M

41 positions

#12VILLERE ST DENIS J & CO LLCActive

Notable overlap · 5 shared positions

$ABT $IDXX $PGR $PFE $SYK

$907M

76 positions

#13Boit C F DavidPassive

Notable overlap · 7 shared positions

$ADP $ABT $PH $SYK $MCD $EOG

$225M

117 positions

#14Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$EOG $ABT $ADP $KO $PFE

$139M

62 positions

#15BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$KO $ABT $ECL $DIS $SYK $ADP

$134M

211 positions

#16TRUSTCO BANK CORP N YPassive

Some overlap · 6 shared positions

$GE $ABT $KO $DIS $GEV $MCD

$113M

71 positions

#17Baird Financial Group, Inc.Passive

Some overlap · 7 shared positions

$GE $PGR $PH $ORLY $GEV $WFC

$64.0B

1,826 positions

#18Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$ABT $KO $ECL $SYK $ADP $MCD

$583M

140 positions

#19Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

$PH $GE $ABT $GEV $MCD $ADP

$100M

54 positions

#20Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 5 shared positions

$ADP $ABT $KO $DIS $SYK

$506M

79 positions

#21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 6 shared positions

$IDXX $ADP $ABT $WFC $SYK $ECL

$1.3B

158 positions

#22Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$ADP $KO $PFE $WFC $DIS $SYK

$974M

782 positions

#23First Long Island Investors, LLCActive

Some overlap · 4 shared positions

$PH $ABT $ADP $MCD

$1.2B

70 positions

#24KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ADP $PH $ABT $ECL $KO $MCD

$1.4B

221 positions

#25MONARCH CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$ADP $KO $ABT $SYK $PFE $MCD

$409M

127 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.