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Hedge Funds Similar to J. L. Bainbridge & ,

13F Portfolio OverlapQ1 2026J. L. Bainbridge & , portfolio →
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Most similar hedge funds by 13F overlap

J. L. Bainbridge & Co., Inc. is an institutional investor managing $1.1B across 107 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 J. L. Bainbridge & , are Cartenna ,, J. Stern & LLP, Munro Partners, with shared positions in $GE, $GM, $ETN, $MCD, $DIS, $CRM. The full ranking of 25 similar funds is below.

#1Cartenna Capital, LPPassive
Notable overlap · 4 shared positions
$GE$GM$ETN$MCD
$2.7B
47 positions
#2J. Stern & Co. LLPActive
Notable overlap · 4 shared positions
$ETN$DIS$CRM$MCD
$1.0B
49 positions
#3Munro PartnersActive
Some overlap · 3 shared positions
$ETN$GE$NEE
$3.0B
59 positions
#4Focused Investors LLCActive
Some overlap · 4 shared positions
$CI$DIS$AXP$MCD
$3.1B
22 positions
#5CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$ETN$AXP$NEE$CRM$USB$SCHW
$180M
58 positions
#6Creegan & Nassoura Financial Group, LLC
Some overlap · 4 shared positions
$ETN$CI$DIS$SCHW
$154M
78 positions
#7Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$ETN$DIS$CRM$USB
$2.8B
87 positions
#8SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ETN$NEE$MCD
$198M
49 positions
#9Game Plan Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$AXP$T
$222M
348 positions
#10Newport Trust Company, LLCSmart money
Some overlap · 4 shared positions
$GE$DIS$DAL$T
$40.7B
64 positions
#11Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$GE$DIS$AXP$MCD
$230M
108 positions
#12Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ETN$USB$MCD
$184M
32 positions
#13Sanders Capital, LLCActive
Some overlap · 3 shared positions
$CI$DAL$CRM
$83.9B
44 positions
#14Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ETN$GE$AXP$CRM$MCD
$100M
54 positions
#15TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$GE$AXP$DIS$MCD
$113M
71 positions
#16Matthew Goff Investment Advisor, LLCPassive
Some overlap · 3 shared positions
$GE$DIS$AXP
$600M
107 positions
#17Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$ETN$GE$MCD
$267M
33 positions
#18CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 3 shared positions
$ETN$GE$SCHW
$1.0B
96 positions
#19Pegasus Asset Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$DIS$CRM$MAR
$313M
67 positions
#20TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$GE$ETN$SCHW
$200M
110 positions
#21RE ADVISERS CORPActive
Some overlap · 4 shared positions
$ETN$DIS$CI$MCD
$3.7B
111 positions
#22Westhampton Capital, LLCPassive
Some overlap · 3 shared positions
$ETN$DIS$MCD
$214M
129 positions
#23Parrish Capital LLCPassive
Some overlap · 5 shared positions
$GE$ETN$AXP$SCHW$T
$112M
86 positions
#24Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$GM$DAL$NEE$DIS$CRM$SCHW
$177M
351 positions
#25FOCUS Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GE$AXP$CRM
$205M
59 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.