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Hedge Funds Similar to Ipswich Investment ,

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

Ipswich Investment Management Co., Inc. is an institutional investor managing $474M across 190 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 Ipswich Investment , are Wilkinson Global Asset, AVITY INVESTMENT, Stokes Advisors,, with shared positions in $TJX, $TXN, $PGR, $LIN, $WSO, $AMGN. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Notable overlap · 6 shared positions
$TJX$TXN$PGR$LIN$WSO$AMGN
$1.3B
60 positions
#2AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 7 shared positions
$TJX$TXN$MRSH$AMGN$PANW$ACN
$1.4B
114 positions
#3Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TJX$TXN$LIN$MRSH$CB$KO
$446M
104 positions
#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$TJX$LIN$AMGN$ASML$CB$PANW
$7.8B
1,278 positions
#5DAVIS R M INCActive
Notable overlap · 6 shared positions
$TJX$LIN$PANW$CB$ASML$EPAM
$5.6B
273 positions
#6DJE Kapital AGActive
Some overlap · 6 shared positions
$ASML$TJX$LIN$AMRZ$PANW$CCJ
$4.5B
113 positions
#7BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TJX$TXN$AMGN$CB$ACN
$321M
110 positions
#8JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$TJX$PGR$AMGN$MRSH$ACN
$696M
70 positions
#9CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$TJX$LIN$PANW$CB$KO
$1.1B
149 positions
#10CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PGR$LIN$CB$TJX$ACN
$6.4B
290 positions
#11NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$TJX$ASML$PANW$MRSH$KO
$1.3B
161 positions
#12FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$ASML$TXN$PGR$CB$KO
$39.1B
294 positions
#13ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ASML$TJX$LIN$CB
$723M
93 positions
#14CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$TXN$TJX$CB$AMRZ$ASML
$2.2B
145 positions
#15Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$PGR$AMGN$TXN$TJX$KO$IBM
$168M
136 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$ASML$TXN$TJX$CB
$1.7B
86 positions
#17ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$ASML$AMGN$CB$PANW$TJX
$2.5B
901 positions
#18GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$AMGN$PANW$TXN$TJX$KO$IBM
$908M
286 positions
#19Avalon Trust CoActive
Some overlap · 5 shared positions
$PGR$LIN$PANW$TJX$BIPC
$1.5B
460 positions
#20James Hambro & Partners LLPActive
Some overlap · 6 shared positions
$TJX$TXN$PGR$KO$IBM$MRSH
$2.6B
57 positions
#21TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$TJX$ASML$PANW$LIN
$3.0B
230 positions
#22Meiji Yasuda America IncActive
Some overlap · 6 shared positions
$PANW$CB$PGR$TJX$AMGN$KO
$404M
57 positions
#23GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 5 shared positions
$ASML$LIN$TXN$PANW$IBM
$1.7B
268 positions
#24Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$TXN$PGR$MRSH$AMGN
$624M
41 positions
#25Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$TJX$LIN$AMGN$PANW
$752M
61 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.