What hedge funds are most similar to Harbour Trust & Investment Management Co?

The funds with the most similar 13F portfolios to Harbour Trust & Investment Management Co are Stokes Advisors,, NIXON PEABODY, BARTLETT & WEALTH, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Harbour & Investment

13F Portfolio OverlapQ1 2026Harbour & Investment portfolio →

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Most similar hedge funds by 13F overlap

Harbour Trust & Investment Management Co is an institutional investor managing $943M across 155 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 Harbour & Investment are Stokes Advisors,, NIXON PEABODY, BARTLETT & WEALTH, with shared positions in $MCD, $TJX, $SYK, $NEE, $WMB, $MRSH. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$MCD $TJX $SYK $NEE $WMB $MRSH

$446M

104 positions

#2NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$TJX $SYK $PANW $DE $NEE $LOW

$1.3B

161 positions

#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $DE $NEE $LOW $PANW $TMO

$7.8B

1,278 positions

#4ARBOR TRUST WEALTH ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$TJX $SYK $MCD $MDY $COP $PANW

$228M

90 positions

#5CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$DE $MCD $TJX $NEE $TMO

$739M

164 positions

#6Bath Savings Trust CoActive

Some overlap · 6 shared positions

$TJX $SYK $NEE $MCD $COP $ECL

$936M

168 positions

#7Harrington Investments, INCPassive

Some overlap · 7 shared positions

$TJX $SYK $DE $MRSH $TMO $ECL

$190M

84 positions

#8Osprey Private Wealth LLCActive

Some overlap · 7 shared positions

$MCD $TJX $SYK $TMO $ECL $NEE

$345M

77 positions

#9CORDA Investment Management, LLC.Active

Some overlap · 4 shared positions

$MDLZ $DE $MCD $WELL

$1.4B

80 positions

#10CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$MCD $TJX $MDLZ $MRSH $TMO $APD

$5.0B

55 positions

#11WELCH & FORBES LLCActive

Some overlap · 6 shared positions

$SYK $TJX $MCD $MDY $NEE $ECL

$7.7B

368 positions

#12Palisade Asset Management, LLCActive

Some overlap · 5 shared positions

$DE $TJX $MCD $SYK $ECL

$996M

195 positions

#13NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$NEE $PANW $MCD $TJX $DE $LOW

$2.4B

189 positions

#14Gs Investments, Inc.Passive

Some overlap · 7 shared positions

$SYK $PANW $NEE $WMB $TMO $ECL

$175M

134 positions

#15Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$TJX $SYK $NEE $LOW $TMO $APD

$336M

46 positions

#16Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$MDLZ $TJX $NEE $MCD $MRSH $TMO

$412M

46 positions

#17WHALEROCK POINT PARTNERS, LLCActive

Some overlap · 7 shared positions

$TJX $PANW $MCD $NEE $TMO $MDY

$518M

197 positions

#18Haverford Trust CoActive

Some overlap · 7 shared positions

$TJX $NEE $LOW $SYK $TMO $MCD

$10.9B

419 positions

#19Mirova US LLCActive

Some overlap · 6 shared positions

$TJX $NEE $PANW $LOW $TMO $ECL

$8.8B

42 positions

#20AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 6 shared positions

$TJX $NEE $PANW $MRSH $TMO $ECL

$1.4B

114 positions

#21HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$TJX $NEE $MCD $MDLZ $COP $SYK

$1.5B

477 positions

#22Gouws Capital LLCActive

Some overlap · 6 shared positions

$DE $SYK $NEE $PANW $MCD $TMO

$189M

58 positions

#23Security National BankPassive

Some overlap · 6 shared positions

$SYK $NEE $PANW $DE $LOW $TMO

$687M

411 positions

#24InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$MCD $NEE $SYK $PANW $LOW $SNOW

$175M

108 positions

#25Meiji Yasuda America IncActive

Some overlap · 6 shared positions

$NEE $PANW $WELL $COP $WMB $TJX

$404M

57 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.