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Hedge Funds Similar to Bolthouse Investments,

13F Portfolio OverlapQ1 2026Bolthouse Investments, portfolio →
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Most similar hedge funds by 13F overlap

Bolthouse Investments, LLC is an institutional investor managing $111M across 70 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 Bolthouse Investments, are Stokes Advisors,, Somerset, FourThought Financial Partners,, with shared positions in $NEE, $HUM, $ABT, $MCD, $HON, $CB. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 9 shared positions
$NEE$HUM$ABT$MCD$HON$CB
$446M
104 positions
#2Somerset Trust CoPassive
Some overlap · 7 shared positions
$NEE$ABT$MCD$CB$AMGN$NSC
$326M
174 positions
#3FourThought Financial Partners, LLCPassive
Some overlap · 7 shared positions
$NEE$ABT$HON$CB$LMT$AMGN
$1.2B
384 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$ABT$MCD$HON$LMT$AMGN$MS
$353M
78 positions
#5BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 7 shared positions
$ABT$MCD$HON$CB$LMT$NSC
$2.3B
264 positions
#6Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$NEE$MCD$CB$LMT$NSC$NKE
$101M
80 positions
#7HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$NEE$HUM$ABT$MCD$HON$LMT
$280M
107 positions
#8Mattern Wealth Management LLCActive
Some overlap · 7 shared positions
$NEE$ABT$MCD$NKE$LIN$CB
$513M
158 positions
#9Integras Partners LLCPassive
Some overlap · 7 shared positions
$NEE$HUM$MCD$LMT$AMGN$NKE
$152M
69 positions
#10SWEENEY & MICHEL, LLCActive
Some overlap · 4 shared positions
$TCBK$HUM$AMGN$MS
$340M
145 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$NEE$AIG$ABT$LMT$AMGN$MS
$1.4B
56 positions
#12New England Research & Management, Inc.Passive
Some overlap · 6 shared positions
$NEE$ABT$MCD$CB$AMGN$MS
$237M
143 positions
#13BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$NEE$ABT$HON$CB$LMT$NSC
$199M
110 positions
#14Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$NEE$MCD$ABT$LMT$AMGN$DE
$149M
112 positions
#15PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$NEE$ABT$MCD$HON$NKE$AMGN
$412M
83 positions
#16Roxbury Financial LLCPassive
Some overlap · 6 shared positions
$HUM$MCD$CB$LMT$AMGN$MS
$126M
410 positions
#17First National Advisers, LLCPassive
Some overlap · 6 shared positions
$NEE$ABT$CB$AMGN$MS$LIN
$683M
239 positions
#18Boit C F DavidPassive
Some overlap · 6 shared positions
$ABT$MCD$CB$LMT$AMGN$LIN
$225M
117 positions
#19Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$PRIM$MCD$CB$LIN
$373M
96 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$ABT$CB$AMGN$LIN$DE
$7.8B
1,278 positions
#21INDEPENDENT INVESTORS INCSmart money
Some overlap · 6 shared positions
$MCD$ABT$HON$AMGN$NSC$NKE
$504M
70 positions
#22DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$ABT$MCD$HON$AMGN$LIN$DE
$253M
92 positions
#23Stillwater Wealth Management GroupPassive
Some overlap · 6 shared positions
$MCD$CB$LMT$NEE$AMGN$MS
$162M
77 positions
#24ALBION FINANCIAL GROUP /UTActive
Some overlap · 6 shared positions
$HUM$HON$LMT$MCD$AMGN$MS
$1.5B
737 positions
#25CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$HUM$MCD$CB$LMT$LIN$DE
$184M
66 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.