13F Pro

Hedge Funds Similar to Bank of Marin

13F Portfolio OverlapQ2 2026Bank of Marin portfolio →
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Most similar hedge funds by 13F overlap

Bank of Marin is an institutional investor managing $143M across 133 U.S. equity positions as of Q2 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 TRAN, Sivik Global Healthcare, NORTHSTAR ASSET, with shared positions in $DHR, $ARM, $PSX, $FERG, $ATI, $TYL. The full ranking of 25 similar funds is below.

#1TRAN CAPITAL MANAGEMENT, L.P.Active
Some overlap · 6 shared positions
$DHR$ARM$PSX$FERG$ATI$TYL
$869M
66 positions
#2Sivik Global Healthcare LLCActive
Some overlap · 6 shared positions
$DHR$TMO$SYK$ISRG$MCK$ELV
$132M
34 positions
#3NORTHSTAR ASSET MANAGEMENT CoActive
Some overlap · 5 shared positions
$ANET$DHR$TMO$SYK$MCD
$531M
261 positions
#4NZS Capital, LLCActive
Some overlap · 5 shared positions
$DHR$ARM$SYK$ISRG$TYL
$3.9B
61 positions
#5Banque Transatlantique SAActive
Some overlap · 8 shared positions
$SYK$ISRG$DE$ARM$DHR$TMO
$4.7B
494 positions
#6Rhenman & Partners Asset Management ABActive
Some overlap · 6 shared positions
$TMO$DHR$SYK$ISRG$MCK$ELV
$1.1B
99 positions
#7NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$ARM$DHR$ANET$SYK$DE$ELV
$1.4B
177 positions
#8FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$DHR$TMO$SYK$ADI$MCD
$22.1B
106 positions
#9Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$ANET$TMO$SYK$MCK$ADI
$8.0B
102 positions
#10DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$DHR$TMO$SYK$DE$ELV
$124M
100 positions
#11PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$DHR$TMO$SYK$DE$FERG
$37.4B
135 positions
#12Robeco Schweiz AGActive
Some overlap · 5 shared positions
$ARM$TMO$DHR$ADI$FERG
$6.2B
126 positions
#13Avalon Trust CoActive
Some overlap · 6 shared positions
$TMO$ANET$DHR$SYK$ADI$TYL
$1.6B
462 positions
#14BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$ANET$TMO$ISRG$DE
$6.8B
62 positions
#15Mendel Money ManagementPassive
Some overlap · 4 shared positions
$DHR$TMO$ANET$DE
$273M
127 positions
#16NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TMO$DHR$ISRG$DE$MCD
$2.7B
200 positions
#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$DHR$TMO$SYK$ADI
$10.3B
565 positions
#18YHB Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$DHR$TMO$SYK$ISRG$MCD
$1.6B
314 positions
#19Phraction Management LLCActive
Some overlap · 4 shared positions
$DHR$TMO$ADI$FERG
$596M
66 positions
#20Canoe Financial LPActive
Some overlap · 5 shared positions
$TMO$DHR$ADI$DE$ELV
$8.1B
110 positions
#21Covington Investment Advisors Inc.Active
Some overlap · 4 shared positions
$ANET$TMO$MCD$SYK
$774M
73 positions
#22Evelyn Partners Investment Management Services Ltd
Some overlap · 5 shared positions
$ANET$TMO$SYK$ISRG$MCD
$850M
281 positions
#23Saranac Partners LtdPassive
Some overlap · 3 shared positions
$DHR$ANET$ISRG
$343M
117 positions
#24Baker Chad RActive
Some overlap · 4 shared positions
$DHR$ARM$SYK$ADI
$620M
51 positions
#25CAPITAL CITY TRUST CO/FLPassive
Some overlap · 4 shared positions
$ANET$TMO$DHR$MCD
$482M
129 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.