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Hedge Funds Similar to Bryn Mawr Advisors,

13F Portfolio OverlapQ1 2026Bryn Mawr Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Bryn Mawr Trust Advisors, LLC is an institutional investor managing $2.1B across 438 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 Bryn Mawr Advisors, are Accretive Wealth Partners,, BEESE FULMER INVESTMENT ,, GREENWOOD ASSOCIATES, with shared positions in $KKR, $CME, $MCD, $COP, $TJX, $HUM. The full ranking of 25 similar funds is below.

#1Accretive Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$KKR$CME$MCD$COP$TJX$HUM
$356M
180 positions
#2BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$COP$KLAC$MCD$IBM$TJX$KO
$1.6B
435 positions
#3GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 7 shared positions
$DHR$MCD$CME$IBM$TJX$REGN
$908M
286 positions
#4Cornerstone National Bank & Trust CoPassive
Some overlap · 5 shared positions
$COP$SE$JCI$TJX$KO
$271M
209 positions
#5Montecito Bank & TrustPassive
Some overlap · 6 shared positions
$COP$SE$KO$KKR$HUM$IBM
$607M
266 positions
#6First County Bank /CT/Passive
Some overlap · 5 shared positions
$COP$KKR$KLAC$MCD$IBM
$213M
169 positions
#7Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$COP$KKR$DHR$TJX$HUM
$98M
68 positions
#8Van Hulzen Asset Management, LLCPassive
Some overlap · 6 shared positions
$DHR$JCI$MCD$IBM$TJX$KO
$1.3B
361 positions
#9Creekside PartnersPassive
Some overlap · 6 shared positions
$SE$KKR$COP$HUM$IBM$MCD
$243M
183 positions
#10RM Financial Services, LLCActive
Some overlap · 5 shared positions
$COP$KKR$IBM$PSX$HUM
$116M
75 positions
#11HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$COP$KKR$MCD$TJX$KO
$1.5B
477 positions
#12Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$COP$KKR$MCD$MDT$KO
$1.4B
211 positions
#13Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$COP$KKR$JCI$HUM$MDT
$123M
111 positions
#14NOVEM GROUPPassive
Some overlap · 5 shared positions
$COP$KKR$JCI$HUM$SE
$873M
437 positions
#15Crestwood Advisors Group, LLCPassive
Some overlap · 5 shared positions
$SE$KLAC$DHR$CME$TJX
$5.9B
766 positions
#16Bath Savings Trust CoActive
Some overlap · 5 shared positions
$COP$DHR$MCD$TJX$KO
$936M
168 positions
#17Paragon Capital Management LLCActive
Some overlap · 5 shared positions
$COP$MCD$IBM$TJX$PSX
$202M
57 positions
#18Capital Wealth Planning, LLCActive
Some overlap · 6 shared positions
$MCD$CME$IBM$TJX$MDT$KO
$18.1B
151 positions
#19Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$MCD$CME$IBM$TJX$MDT$KO
$168M
136 positions
#20Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$COP$KKR$MCD$TJX$MDT
$587M
122 positions
#21Decker Wealth Management LLCPassive
Some overlap · 6 shared positions
$KKR$IBM$TJX$REGN$MDT$HUM
$441M
105 positions
#22MOKAN Wealth Management Inc.Passive
Some overlap · 5 shared positions
$COP$KKR$MCD$HUM$CME
$226M
109 positions
#23Churchill Financial Advisors, LLCActive
Some overlap · 6 shared positions
$MCD$CME$IBM$TJX$KO$KLAC
$476M
123 positions
#24SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$COP$CME$IBM$PSX$MDT
$728M
79 positions
#25CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$DHR$MCD$IBM$HUM$MDT$KO
$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.