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Hedge Funds Similar to Penobscot Investment Company

13F Portfolio OverlapQ3 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 $1.4B across 322 U.S. equity positions as of Q3 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 CARDEROCK, JENSEN INVESTMENT, HAGER INVESTMENT SERVICES, with shared positions in $APH, $PWR, $TJX, $SHW, $SYK, $ADP. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$APH$PWR$TJX$SHW$SYK$ADP
$435M
70 positions
#2JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 6 shared positions
$APH$KLAC$TJX$SHW$SYK$ADP
$4.1B
83 positions
#3HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 6 shared positions
$APH$KLAC$TJX$PWR$SYK$GLW
$217M
352 positions
#4Bath Savings Trust CoActive
Some overlap · 7 shared positions
$NEE$APH$TJX$SHW$SYK$DHR
$966M
178 positions
#5NZS Capital, LLCActive
Some overlap · 5 shared positions
$APH$PWR$KLAC$SYK$DHR
$3.9B
61 positions
#6Crestwood Advisors Group, LLCPassive
Some overlap · 6 shared positions
$KLAC$APH$PWR$TJX$AZN$DHR
$6.7B
880 positions
#7Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$PWR$KLAC$TJX$NEE$FIX$ANET
$604M
99 positions
#8Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$APH$KLAC$TJX$ICE$ANET$DHR
$219M
50 positions
#9JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$APH$KLAC$TJX$SHW$SYK
$748M
68 positions
#10WASHINGTON TRUST CoPassive
Some overlap · 6 shared positions
$KLAC$PWR$TJX$NEE$GLW$SYK
$3.2B
291 positions
#11Robbins FarleyPassive
Some overlap · 6 shared positions
$PWR$NEE$TJX$SHW$AZN$ANET
$262M
158 positions
#12WENDELL DAVID ASSOCIATES INCActive
Some overlap · 7 shared positions
$NEE$TJX$APH$SYK$SHW$DHR
$947M
155 positions
#13HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$NEE$TJX$KLAC$SYK$APH$ICE
$1.7B
479 positions
#14Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PWR$KLAC$TJX$NEE$ICE
$1.6B
184 positions
#15CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 6 shared positions
$APH$NEE$TJX$SYK$KLAC$ADP
$1.2B
203 positions
#16NIXON PEABODY TRUST COActive
Some overlap · 7 shared positions
$TJX$PWR$SYK$NEE$ICE$DHR
$1.5B
191 positions
#17Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$APH$KLAC$NEE$SYK$ANET
$8.0B
102 positions
#18RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 5 shared positions
$APH$NEE$TJX$SYK$ADP
$794M
188 positions
#19Williams Jones Wealth Management, LLC.Active
Some overlap · 6 shared positions
$APH$TJX$PWR$SHW$DHR$ADP
$8.9B
547 positions
#20Norway Savings BankPassive
Some overlap · 5 shared positions
$APH$KLAC$NEE$TJX$ICE
$244M
103 positions
#21RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$APH$KLAC$TJX$FIX$ANET
$2.5B
234 positions
#22HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$APH$NEE$TJX$DHR$ADP
$410M
53 positions
#23FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 7 shared positions
$PWR$C$SYK$TJX$NEE$ANET
$1.3B
201 positions
#24NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$TJX$KLAC$SHW$SYK$AZN$ICE
$5.5B
195 positions
#25SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 6 shared positions
$KLAC$TJX$SYK$NEE$DHR$ANET
$2.1B
218 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.