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Hedge Funds Similar to Penobscot Investment Company,

13F Portfolio OverlapQ1 2026Penobscot Investment Company, portfolio →
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Most similar hedge funds by 13F overlap

Penobscot Investment Management Company, Inc. is an institutional investor managing $1.3B across 311 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 Penobscot Investment Company, are Bath Savings, Robbins Farley, JLB & ASSOCIATES, with shared positions in $NEE, $TJX, $SYK, $SHW, $APH, $DHR. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive
Some overlap · 7 shared positions
$NEE$TJX$SYK$SHW$APH$DHR
$936M
168 positions
#2Robbins FarleyPassive
Some overlap · 5 shared positions
$SHW$NEE$PWR$TJX$AZN
$226M
143 positions
#3JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$SHW$APH$TJX$SYK$KLAC
$696M
70 positions
#4MARVIN & PALMER ASSOCIATES INCPassive
Some overlap · 5 shared positions
$APH$NEE$PWR$TJX$C
$84M
21 positions
#5CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SHW$APH$PWR$SYK$ADP
$405M
73 positions
#6COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$SHW$APH$SYK$ICE$ADP
$1.7B
87 positions
#7NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$SYK$PWR$ICE$NEE$DHR
$1.3B
161 positions
#8Williams Jones Wealth Management, LLC.Active
Some overlap · 6 shared positions
$TJX$APH$SHW$PWR$DHR$ADP
$8.1B
514 positions
#9SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$SHW$APH$TJX$SYK
$111M
52 positions
#10NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$TJX$SHW$SYK$ICE$KLAC$AZN
$5.1B
203 positions
#11DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$APH$SHW$SYK$NEE$ADP
$1.8B
269 positions
#12Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PWR$TJX$NEE$ICE$KLAC
$1.4B
170 positions
#13HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$APH$NEE$TJX$DHR$ADP
$407M
49 positions
#14LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$SHW$APH$PWR$SYK
$1.4B
216 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$NEE$TJX$SYK
$446M
104 positions
#16Tandem Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$APH$NEE$SYK$ICE$ADP
$2.0B
83 positions
#17NZS Capital, LLCActive
Some overlap · 5 shared positions
$APH$PWR$SYK$KLAC$DHR
$3.0B
58 positions
#1811 Capital Partners LPActive
Some overlap · 4 shared positions
$SHW$APH$PWR$DHR
$348M
20 positions
#19ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$APH$TJX$PWR$ICE$KLAC
$59.5B
102 positions
#20ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$APH$TJX$SYK$ICE$ADP
$1.7B
86 positions
#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 6 shared positions
$NEE$SYK$ICE$AZN$DHR$ADP
$2.1B
122 positions
#22HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$APH$TJX$SYK$DHR$ADP
$2.5B
262 positions
#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEE$TJX$APH$ICE$DHR
$506M
75 positions
#24Ayrshire Capital Management LLCPassive
Some overlap · 5 shared positions
$APH$TJX$ICE$KLAC$DHR
$193M
50 positions
#25Baker Chad RActive
Some overlap · 5 shared positions
$APH$TJX$SYK$DHR$ADP
$530M
56 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.