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 PLIMOTH

13F Portfolio OverlapQ1 2026PLIMOTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PLIMOTH TRUST CO LLC is an institutional investor managing $447M across 173 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 PLIMOTH are Hudson Canyon, NS Partners Ltd, HOLDERNESS INVESTMENTS, with shared positions in $AMAT, $DELL, $TJX, $BAC, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1Hudson Canyon Capital ManagementPassive

Notable overlap · 8 shared positions

$AMAT $DELL $TJX $BAC $ETN $AMGN

$163M

52 positions

#2NS Partners LtdActive

Notable overlap · 7 shared positions

$AMAT $MCD $NEE $T $BAC $GE

$2.2B

71 positions

#3HOLDERNESS INVESTMENTS COPassive

Notable overlap · 9 shared positions

$AMAT $DUK $ETN $MCD $TJX $BAC

$498M

252 positions

#4InTrack Investment Management IncPassive

Some overlap · 7 shared positions

$AMAT $MCD $CB $NEE $DUK $ETN

$175M

108 positions

#5PIONEER TRUST BANK N A/ORPassive

Some overlap · 8 shared positions

$MCD $CRM $NEE $T $TJX $ETN

$412M

83 positions

#6Estabrook Capital ManagementPassive

Some overlap · 8 shared positions

$CB $T $DUK $BAC $ETN $AMGN

$685M

380 positions

#7Meiji Yasuda America IncActive

Some overlap · 8 shared positions

$CB $NEE $AMAT $GE $KO $AXP

$404M

57 positions

#8Cohen Investment Advisors LLCPassive

Some overlap · 7 shared positions

$MCD $CB $CRM $NEE $BAC $AMGN

$210M

79 positions

#9Beech Hill Advisors, Inc.Passive

Some overlap · 6 shared positions

$AMAT $CRM $NEE $TJX $ETN $KO

$200M

94 positions

#10Hamilton Point Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$DELL $NEE $CRM $TJX $ETN $AMGN

$649M

186 positions

#11WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 7 shared positions

$AMAT $NEE $BAC $AMGN $KO $AXP

$318M

148 positions

#12DUPONT CAPITAL MANAGEMENT CORPPassive

Some overlap · 7 shared positions

$CB $AMAT $T $TJX $BAC $ETN

$879M

101 positions

#13JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$AMAT $MCD $BAC $AMGN $KO $DUK

$822M

214 positions

#14Callahan Advisors, LLCPassive

Some overlap · 6 shared positions

$AMAT $MCD $CB $NEE $LOW $ETN

$1.2B

177 positions

#15Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$CB $DELL $T $DUK $BAC $AMGN

$308M

137 positions

#16TRUSTCO BANK CORP N YPassive

Some overlap · 6 shared positions

$AMAT $MCD $GE $LOW $KO $AXP

$113M

71 positions

#17CapWealth Advisors, LLCActive

Some overlap · 7 shared positions

$NEE $T $DUK $BAC $AMGN $GE

$1.3B

118 positions

#18LYNCH & ASSOCIATES/INPassive

Some overlap · 7 shared positions

$MCD $NEE $TJX $BAC $LOW $KO

$533M

126 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEE $TJX $CB $ETN $DUK $AMGN

$7.8B

1,278 positions

#20Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MCD $DUK $TJX $AMGN $LOW $KO

$272M

95 positions

#21Family Legacy, Inc.Passive

Some overlap · 6 shared positions

$AMAT $DUK $AMGN $GE $LOW $KO

$333M

124 positions

#22Wynn Capital, LLCPassive

Some overlap · 7 shared positions

$AMAT $BAC $AMGN $GE $AXP $KO

$195M

107 positions

#23Citizens National Bank Trust DepartmentPassive

Some overlap · 6 shared positions

$AMAT $NEE $ETN $LOW $CB $KO

$601M

382 positions

#24Roxbury Financial LLCPassive

Some overlap · 7 shared positions

$MCD $CB $DUK $LOW $KO $AMGN

$126M

410 positions

#25CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 6 shared positions

$AMAT $CRM $NEE $ETN $AXP $KO

$180M

58 positions

Compare PLIMOTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PLIMOTH’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.