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 Bolthouse Investments

13F Portfolio OverlapQ2 2026Bolthouse Investments portfolio →

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Most similar hedge funds by 13F overlap

Bolthouse Investments, LLC is an institutional investor managing $123M across 86 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bolthouse Investments are A. D. Beadell Investment Counsel, Somerset, BARTLETT & WEALTH, with shared positions in $PRIM, $CB, $LMT, $ABT, $NEE, $ROST. The full ranking of 25 similar funds is below.

#1A. D. Beadell Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$PRIM $CB $LMT $ABT

$156M

104 positions

#2Somerset Trust CoPassive

Some overlap · 8 shared positions

$NEE $ROST $CB $MCD $NSC $AMGN

$354M

186 positions

#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEE $TJX $CB $AMGN $LIN $DE

$8.0B

1,334 positions

#4Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$NEE $TJX $CB $MCD $LIN $LMT

$467M

118 positions

#5Stillwater Wealth Management Group

Some overlap · 7 shared positions

$TJX $NEE $CB $MCD $AMGN $LMT

$162M

77 positions

#6ICW Investment Advisors LLCPassive

Some overlap · 7 shared positions

$TJX $ROST $MCD $AMGN $LIN $LMT

$286M

144 positions

#7Machina Capital S.A.S.Passive

Some overlap · 7 shared positions

$TJX $ROST $CB $AIG $LIN $LMT

$631M

368 positions

#8PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$NEE $TJX $CB $MCD $AMGN $LIN

$501M

175 positions

#9CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$NEE $TJX $CB $MCD $LIN $DE

$767M

184 positions

#10RWA WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$NEE $TJX $CB $MCD $LIN $ABT

$10.4B

645 positions

#11CANANDAIGUA NATIONAL CORP

Some overlap · 6 shared positions

$NEE $TJX $MCD $NSC $LMT $ABT

$1.1B

310 positions

#12Ark Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$NEE $CB $MCD $NSC $LIN $LMT

$113M

87 positions

#13Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$NEE $CB $MCD $AMGN $LIN $ABT

$1.3B

275 positions

#14LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$NEE $CB $MCD $AMGN $LIN $MLM

$152M

84 positions

#15CANANDAIGUA NATIONAL BANK & TRUST COPassive

Some overlap · 6 shared positions

$NEE $MCD $NSC $TJX $LMT $ABT

$1.2B

305 positions

#16WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$NEE $TJX $LIN $DE $AMGN $LMT

$1.3B

73 positions

#17LANDAAS & CO /WI /ADVSmart money

Some overlap · 6 shared positions

$NEE $MCD $AMGN $LIN $LMT $ABT

$550M

149 positions

#18Asset Advisors Investment Management, LLCActive

Some overlap · 6 shared positions

$NEE $CB $AMGN $DE $ABT $TJX

$1.1B

102 positions

#19Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$TJX $MCD $AMGN $LIN $LMT $ABT

$297M

103 positions

#20Rock Point Advisors, LLCPassive

Some overlap · 5 shared positions

$AIG $NEE $TJX $CB $ABT

$409M

123 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$CB $MCD $NSC $DE $LMT $ABT

$2.5B

270 positions

#22Mattern Wealth Management LLCActive

Some overlap · 6 shared positions

$NEE $MCD $LIN $ABT $DE $CB

$609M

183 positions

#23Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$NEE $TJX $CB $MCD $AMGN

$655M

161 positions

#24Boit C F DavidPassive

Some overlap · 6 shared positions

$CB $MCD $AMGN $LIN $LMT $ABT

$238M

85 positions

#25Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$NEE $TJX $MCD $NSC $LIN

$481M

125 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.