What hedge funds are most similar to J.P. Marvel Investment Advisors, LLC?

The funds with the most similar 13F portfolios to J.P. Marvel Investment Advisors, LLC are Fullerton Fund Ltd., CapWealth Advisors,, PINCUS ,, based on overlapping conviction holdings in the latest SEC filings.

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 J.P. Marvel Investment Advisors,

13F Portfolio OverlapQ1 2026J.P. Marvel Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

J.P. Marvel Investment Advisors, LLC is an institutional investor managing $705M across 60 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 J.P. Marvel Investment Advisors, are Fullerton Fund Ltd., CapWealth Advisors,, PINCUS ,, with shared positions in $MS, $GLW, $BAC, $MMM, $GEV, $GE. The full ranking of 25 similar funds is below.

#1Fullerton Fund Management Co Ltd.Active

Notable overlap · 5 shared positions

$MS $GLW $BAC $MMM $GEV

$1.2B

125 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GLW $BAC $GE $GEV $IBM $KO

$1.3B

118 positions

#3PINCUS CAPITAL MANAGEMENT, LPActive

Notable overlap · 6 shared positions

$LRCX $TMO $GE $GEV $IBM $DHR

$144M

50 positions

#4Prota Financial, LLCActive

Notable overlap · 7 shared positions

$MS $TMO $GEV $KO $LRCX $GE

$138M

67 positions

#5Karras Company, Inc.Active

Notable overlap · 6 shared positions

$GLW $TMO $IBM $DE $DHR $DELL

$99M

61 positions

#6LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$GLW $TMO $GE $DHR $GEV $KO

$279M

80 positions

#7ARS Investment Partners, LLCActive

Notable overlap · 5 shared positions

$LRCX $MS $BMY $GEV $IBM

$1.9B

182 positions

#8Green Alpha Advisors, LLCPassive

Notable overlap · 3 shared positions

$LRCX $GLW $IBM

$102M

107 positions

#9Douglas Lane & Associates, LLCActive

Notable overlap · 8 shared positions

$MS $TMO $BMY $GE $EOG $BAC

$6.9B

241 positions

#10Cetera Trust Company, N.APassive

Notable overlap · 5 shared positions

$LRCX $BAC $TMO $MMM $KO

$177M

351 positions

#11CHELSEA COUNSEL COPassive

Notable overlap · 7 shared positions

$GLW $MMM $TMO $GE $ABT $AWK

$233M

238 positions

#12BONNESS ENTERPRISES INCActive

Notable overlap · 8 shared positions

$GLW $TMO $BMY $ABT $IBM $KO

$273M

39 positions

#13OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$BAC $MS $GLW $BMY $MMM $IBM

$193M

108 positions

#14Directional Asset ManagementPassive

Notable overlap · 6 shared positions

$MS $ABT $GLW $EOG $BAC $KO

$109M

90 positions

#15Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$MS $LRCX $BAC $DHR $KO

$221M

32 positions

#16Eldred Rock Partners, LLCActive

Notable overlap · 3 shared positions

$LRCX $TMO $DE

$393M

31 positions

#17LEIGH BALDWIN & CO., LLCPassive

Notable overlap · 5 shared positions

$MS $GE $GEV $GLW $DE

$154M

163 positions

#18Massachusetts Wealth ManagementPassive

Notable overlap · 7 shared positions

$BAC $GLW $DE $GE $MMM $GEV

$231M

98 positions

#19Cornerstone Capital, Inc.Active

Notable overlap · 3 shared positions

$GLW $TMO $ABT

$1.0B

118 positions

#20Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$DE $BAC $BMY $MMM $IBM $MDT

$308M

137 positions

#21CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$LRCX $TMO $SHW

$405M

73 positions

#22Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 4 shared positions

$GLW $BMY $MMM $MDT

$302M

93 positions

#23Nexus Investment Management ULCActive

Notable overlap · 8 shared positions

$MS $TMO $EOG $GLW $MDT $DHR

$715M

70 positions

#24BOWEN HANES & CO INCActive

Notable overlap · 4 shared positions

$GLW $DE $GEV $VRTX

$4.1B

151 positions

#25Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$GLW $DE $EOG

$184M

32 positions

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View J.P. Marvel Investment Advisors,’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.