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Hedge Funds Similar to Bank of Marin

13F Portfolio OverlapQ1 2026Bank of Marin portfolio →
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Most similar hedge funds by 13F overlap

Bank of Marin is an institutional investor managing $137M across 135 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 Bank of Marin are WD RUTHERFORD, PARNASSUS INVESTMENTS,, Private Wealth Partners,, with shared positions in $SNOW, $ANET, $AMD, $ISRG, $MCK, $SYK. The full ranking of 25 similar funds is below.

#1WD RUTHERFORD LLCPassive
Some overlap · 7 shared positions
$SNOW$ANET$AMD$ISRG$MCK$SYK
$225M
71 positions
#2PARNASSUS INVESTMENTS, LLCActive
Some overlap · 7 shared positions
$DHR$BAC$AMD$TMO$MAR$SYK
$34.1B
135 positions
#3Private Wealth Partners, LLCActive
Some overlap · 7 shared positions
$DHR$AMD$TMO$MCK$SYK$HON
$1.3B
169 positions
#4Banque Transatlantique SAActive
Some overlap · 9 shared positions
$ISRG$MCD$DHR$SYK$BSX$TMO
$4.2B
442 positions
#5North Forty Two & Co.Passive
Some overlap · 5 shared positions
$SNOW$HSY$BAC$WT$MAR
$108M
97 positions
#6VanderPol Investments L.L.C.
Some overlap · 6 shared positions
$SNOW$BAC$TMO$MAR$MCD$SYK
$58M
58 positions
#7JM2 Capital Inc.Passive
Some overlap · 6 shared positions
$HSY$DHR$AMD$TMO$MAR$HON
$121M
114 positions
#8InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$SNOW$DHR$GLDM$MCD$MCK$SYK
$175M
108 positions
#9Burk Holdings LLCPassive
Some overlap · 6 shared positions
$SNOW$DHR$AMD$WT$BAC$PSX
$233M
676 positions
#10Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$SNOW$DHR$AMD$MCD$HON
$566M
28 positions
#11TRUST CO OF OKLAHOMAPassive
Some overlap · 6 shared positions
$HSY$DHR$TMO$MAR$HON$MCD
$343M
139 positions
#12MIROVAPassive
Some overlap · 5 shared positions
$SNOW$DHR$AMD$TMO$ISRG
$2.5B
179 positions
#13Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$ANET$AMD$ISRG$MCK
$25.6B
60 positions
#14NZS Capital, LLCActive
Some overlap · 5 shared positions
$SNOW$DHR$ISRG$ARM$SYK
$3.0B
58 positions
#15NORTHSTAR ASSET MANAGEMENT CoActive
Some overlap · 6 shared positions
$DHR$ANET$TMO$HON$AMD$SYK
$445M
138 positions
#16Warm Springs Advisors Inc.Active
Some overlap · 6 shared positions
$ANET$AMD$TMO$ISRG$SYK$BAC
$118M
48 positions
#17Alecta Tjanstepension OmsesidigtActive
Some overlap · 6 shared positions
$AMD$BAC$TMO$DHR$SYK$BSX
$20.5B
78 positions
#18ABN AMRO INVESTMENT SOLUTIONSActive
Some overlap · 6 shared positions
$BAC$AMD$DHR$TMO$SYK$BSX
$7.7B
629 positions
#19Harvest Portfolios Group Inc.Active
Some overlap · 6 shared positions
$DHR$AMD$TMO$ISRG$SYK$BSX
$6.1B
260 positions
#20DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 6 shared positions
$BAC$ANET$TMO$ARM$MCK$BSX
$112.7B
1,002 positions
#21Carl P. Sherr & Co., LLCPassive
Some overlap · 5 shared positions
$SNOW$DHR$MAR$MCD$HON
$213M
124 positions
#22TRITONPOINT WEALTH, LLCPassive
Some overlap · 5 shared positions
$SNOW$DHR$TMO$ISRG$MAR
$934M
268 positions
#23LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SNOW$DHR$WT$GLDM$MAR
$1.0B
232 positions
#24Pictet & Cie (Europe) SAActive
Some overlap · 6 shared positions
$DHR$AMD$ISRG$MCD$SYK$BSX
$4.7B
207 positions
#25Danica Pension, LivsforsikringsaktieselskabPassive
Some overlap · 6 shared positions
$BAC$DHR$TMO$AMD$MCK$BSX
$5.3B
163 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.