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Hedge Funds Similar to Eagle Bay Advisors

13F Portfolio OverlapQ1 2026Eagle Bay Advisors portfolio →
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Most similar hedge funds by 13F overlap

Eagle Bay Advisors LLC is an institutional investor managing $113M across 127 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 Eagle Bay Advisors are HARBOUR INVESTMENT, KANAWHA, BCM ADVISORS,, with shared positions in $KO, $ABT, $COP, $ADP, $SGOL, $APD. The full ranking of 25 similar funds is below.

#1HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$KO$ABT$COP$ADP$SGOL$APD
$184M
101 positions
#2KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$APH$KO$ABT$ADP$APD$PH
$1.4B
221 positions
#3BCM ADVISORS, LLCActive
Some overlap · 5 shared positions
$KO$SNOW$SGOL$COP$PH
$507M
78 positions
#4CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 5 shared positions
$KO$ABT$COP$ADP$APD
$716M
261 positions
#5Lummis Asset Management, LPActive
Some overlap · 5 shared positions
$KO$SCHW$ABT$COP$SNOW
$167M
192 positions
#6LUTS & GREENLEIGH GROUP, INCActive
Some overlap · 4 shared positions
$KO$SNOW$ABT$MAR
$126M
89 positions
#7Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$KO$PNC$ABT$ADP
$583M
140 positions
#8HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$KO$PNC$COP$ADP
$351M
81 positions
#9Montecito Bank & TrustPassive
Some overlap · 4 shared positions
$KO$SNOW$COP$SCHW
$607M
266 positions
#10FIRST MERCHANTS CORPActive
Some overlap · 4 shared positions
$SNOW$APH$SCHW$MAR
$2.6B
359 positions
#11DOVER ADVISORS, LLCPassive
Some overlap · 4 shared positions
$KO$SNOW$ABT$PH
$242M
159 positions
#12MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$KO$APH$ADP$APD
$1.2B
81 positions
#13Family Legacy, Inc.Passive
Some overlap · 4 shared positions
$KO$SNOW$SCHW$APP
$333M
124 positions
#14Hershey Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$SNOW$SCHW$COP$MAR$APP
$116M
80 positions
#15Bath Savings Trust CoActive
Some overlap · 5 shared positions
$APH$ABT$COP$ADP$KO
$936M
168 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$KO$SCHW$ABT$COP
$1.4B
56 positions
#17Clark & Stuart, IncActive
Some overlap · 5 shared positions
$KO$ABT$ADP$APD$NYT
$148M
49 positions
#18WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KO$SNOW$PNC$APP
$156M
139 positions
#19Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$KO$SCHW$ABT$ADP
$448M
108 positions
#20Asset Management Group, Inc.Passive
Some overlap · 5 shared positions
$SNOW$COP$SCHW$MAR$ABT
$619M
138 positions
#21Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$KO$ABT$COP$ADP
$139M
62 positions
#22InvesTrustPassive
Some overlap · 4 shared positions
$SNOW$KO$ADP$APD
$238M
91 positions
#23Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$KO$ABT$ADP$APD$PNC
$333M
88 positions
#24Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$KO$SCHW$ABT$MAR
$1.0B
106 positions
#25Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$KO$PNC$APD$PH
$47.8B
191 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.