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 BARTLETT & WEALTH

13F Portfolio OverlapQ2 2026BARTLETT & WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BARTLETT & CO. WEALTH MANAGEMENT LLC is an institutional investor managing $8.0B across 1,334 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 BARTLETT & WEALTH are BRADY FAMILY WEALTH, Smith, Salley & Associates, CAMDEN NATIONAL BANK, with shared positions in $ADI, $AMGN, $TJX, $LOW, $ABT, $CB. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 11 shared positions

$ADI $AMGN $TJX $LOW $ABT $CB

$346M

113 positions

#2Smith, Salley & AssociatesPassive

Notable overlap · 10 shared positions

$TJX $ADI $ASML $NEE $LOW $LIN

$2.3B

275 positions

#3CAMDEN NATIONAL BANKPassive

Notable overlap · 9 shared positions

$TJX $DE $LIN $NEE $TMO $CB

$767M

184 positions

#4Somerset Trust CoPassive

Notable overlap · 9 shared positions

$ADI $AMGN $LIN $LOW $NEE $ABT

$354M

186 positions

#5Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ADI $ASML $ETN $TJX $NEE $AMGN

$170M

61 positions

#6Providence Capital Advisors, LLCPassive

Notable overlap · 10 shared positions

$DE $LIN $ETN $LOW $TMO $TJX

$660M

385 positions

#7WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 12 shared positions

$TJX $LIN $NEE $TMO $PEP $ASML

$1.3B

73 positions

#8Haverford Trust CoActive

Notable overlap · 9 shared positions

$TJX $ETN $LOW $NEE $TMO $PEP

$11.6B

424 positions

#9Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$TJX $ETN $LOW $NEE $PEP $TMO

$339M

49 positions

#10CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 8 shared positions

$LIN $ETN $TJX $LOW $CB $DUK

$1.2B

153 positions

#11Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $DE $AMGN $ETN $NEE $ASML

$710M

193 positions

#12First Long Island Investors, LLCActive

Notable overlap · 10 shared positions

$AMGN $ETN $LOW $ABT $NEE $PEP

$1.4B

73 positions

#13Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ADI $ASML $TJX $NEE $ABT $CB

$116M

240 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$TJX $LIN $AMGN $LOW $ABT $DUK

$297M

103 positions

#15Marietta Wealth Management, LLCActive

Notable overlap · 9 shared positions

$ASML $LIN $NEE $TMO $DE $PEP

$971M

133 positions

#16Wilkinson Global Asset Management LLCActive

Notable overlap · 7 shared positions

$TJX $DE $ADI $LIN $AMGN $UBER

$1.3B

62 positions

#17BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$LIN $NEE $LOW $ABT $TMO $DUK

$453M

121 positions

#18Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$TJX $ASML $ETN $ABT $NEE $WM

$1.6B

184 positions

#19DAVIS R M INCActive

Notable overlap · 8 shared positions

$ASML $TJX $ETN $LIN $CB $TMO

$6.3B

280 positions

#20PIONEER TRUST BANK N A/ORPassive

Notable overlap · 10 shared positions

$NEE $TJX $LOW $ABT $ETN $PEP

$441M

87 positions

#21NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $DE $ADI $ABT $ETN $CB

$381M

144 positions

#22DOVER ADVISORS, LLCPassive

Notable overlap · 10 shared positions

$ETN $ABT $TMO $LOW $DUK $PEP

$244M

153 positions

#23Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$DE $NEE $AMGN $ETN $DUK $WM

$239M

126 positions

#24Wallington Asset Management, LLCActive

Notable overlap · 6 shared positions

$TJX $DE $LIN $AMGN $LOW $PEP

$814M

61 positions

#25BKM Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$ADI $LIN $ASML $AMGN $LOW $NEE

$282M

148 positions

Compare BARTLETT & WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BARTLETT & WEALTH’s holdings

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.