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Hedge Funds Similar to Nvest Financial,

13F Portfolio OverlapQ1 2026Nvest Financial, portfolio →
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Most similar hedge funds by 13F overlap

Nvest Financial, LLC is an institutional investor managing $268M across 139 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 Nvest Financial, are Bath Savings, Stokes Advisors,, DJE Kapital AG, with shared positions in $TJX, $NEE, $SYK, $SHW, $ADP, $LMT. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive
Notable overlap · 7 shared positions
$TJX$NEE$SYK$SHW$ADP$LMT
$936M
168 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$SYK$SHW$LMT
$446M
104 positions
#3DJE Kapital AGActive
Some overlap · 4 shared positions
$TJX$NEE$ASML$WAB
$4.5B
113 positions
#4Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$TJX$NEE$SYK$MDT
$336M
46 positions
#5CogentBlue Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$TJX$NEE$ASML$MU
$149M
78 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TJX$NEE$TMUS$ADP$MDT
$739M
164 positions
#7Robbins FarleyPassive
Some overlap · 4 shared positions
$TJX$NEE$SHW$ECL
$226M
143 positions
#8FULTON BREAKEFIELD BROENNIMAN LLCActive
Some overlap · 6 shared positions
$TJX$NEE$SYK$ASML$PGR$GLDM
$1.5B
200 positions
#9Brentview Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$NEE$TMUS$MDT
$231M
63 positions
#10Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$NEE$SYK
$370M
118 positions
#11Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$TJX$NEE$ASML$TMUS
$1.4B
170 positions
#12Elefante Mark BPassive
Some overlap · 4 shared positions
$TJX$NEE$ADP$ASML
$182M
58 positions
#13WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$TJX$NEE$LMT$ASML
$1.2B
69 positions
#14Osprey Private Wealth LLCActive
Some overlap · 5 shared positions
$TJX$SYK$PGR$NEE$ECL
$345M
77 positions
#15HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$NEE$ADP
$407M
49 positions
#16WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$NEE$SYK$ASML$PGR$ADP
$2.1B
122 positions
#17Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$TJX$NEE$ASML$MU
$2.0B
267 positions
#18Penobscot Investment Management Company, Inc.Passive
Some overlap · 5 shared positions
$NEE$TJX$SYK$SHW$ADP
$1.3B
311 positions
#19JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$TJX$SYK$PGR$SHW
$696M
70 positions
#20SOMERVILLE KURT FPassive
Some overlap · 4 shared positions
$TJX$NEE$ASML$ADP
$379M
91 positions
#21AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$TJX$NEE$ECL
$1.4B
114 positions
#22Mirova US LLCActive
Some overlap · 3 shared positions
$TJX$NEE$ECL
$8.8B
42 positions
#23Mirabaud Asset Management LtdPassive
Some overlap · 3 shared positions
$TJX$NEE$MDT
$121M
32 positions
#24Core Alternative CapitalPassive
Some overlap · 5 shared positions
$TJX$NEE$SHW$LMT$MDT
$339M
205 positions
#25Delaney Dennis RPassive
Some overlap · 4 shared positions
$TJX$NEE$ASML$ADP
$282M
60 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.