13F Pro

Hedge Funds Similar to MCCARTER PRIVATE WEALTH SERVICES

13F Portfolio OverlapQ2 2026MCCARTER PRIVATE WEALTH SERVICES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MCCARTER PRIVATE WEALTH SERVICES LLC is an institutional investor managing $290M across 179 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 MCCARTER PRIVATE WEALTH SERVICES are Robbins Farley, Mirova US, Renaissance Investment Group, with shared positions in $TJX, $DELL, $ETN, $AZN, $NEE, $TMO. The full ranking of 25 similar funds is below.

#1Robbins FarleyPassive
Notable overlap · 5 shared positions
$TJX$DELL$ETN$AZN$NEE
$260M
157 positions
#2Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$TMO$VRT$NEE$EW
$9.3B
45 positions
#3Renaissance Investment Group LLCPassive
Notable overlap · 5 shared positions
$TJX$TMO$NXPI$TT$NEE
$508M
84 positions
#4Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$TJX$DELL$ETN$NEE$AXP
$710M
193 positions
#5FinArc Investments, Inc.Active
Some overlap · 4 shared positions
$TRV$AZO$TMO$TT
$110M
43 positions
#6TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$TJX$ETN$AZN$TT$TRV$NXPI
$3.3B
230 positions
#7GROUPAMA ASSET MANAGMENTActive
Some overlap · 6 shared positions
$TMO$AEM$VRTX$TJX$AZN$NEE
$7.9B
408 positions
#8ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$TJX$AZO$TMO$ETN
$1.3B
109 positions
#9Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$AZO$TRV$TMO$AXP
$3.0B
312 positions
#10AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TJX$TMO$ETN$NEE
$1.6B
118 positions
#11Martin Investment Management, LLCActive
Some overlap · 5 shared positions
$AZO$TMO$NXPI$AZN$AXP
$300M
47 positions
#12Osprey Private Wealth LLCPassive
Some overlap · 4 shared positions
$TJX$AZO$TMO$NEE
$387M
88 positions
#13Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$VRT$TJX$ETN$VRTX$AXP
$115M
89 positions
#14Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$DELL$TJX$ETN$TMO$TT
$345M
576 positions
#15Birch Hill Investment Advisors LLCActive
Some overlap · 5 shared positions
$TJX$VRTX$NEE$TT$EW
$2.5B
211 positions
#16Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$TJX$TRV$ETN$AXP
$298M
202 positions
#17Haverford Trust CoActive
Some overlap · 4 shared positions
$TJX$ETN$TMO$NEE
$11.6B
424 positions
#18Invera Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NXPI$ETN$TT$EW
$186M
132 positions
#19CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$TJX$TMO$VRTX$NEE
$767M
184 positions
#20Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$TJX$VRTX$NEE$AXP$TT
$231M
67 positions
#21Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$TJX$ETN$TMO$NEE
$339M
49 positions
#22EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$AZO$TMO$ETN$AXP$TRV
$808M
156 positions
#23Elefante Mark BActive
Some overlap · 4 shared positions
$TJX$VRTX$NEE$AXP
$232M
60 positions
#24Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$TJX$VRTX$NEE$AXP
$1.4B
135 positions
#25Delaney Dennis R
Some overlap · 4 shared positions
$TJX$VRTX$NEE$AXP
$314M
61 positions

Compare MCCARTER PRIVATE WEALTH SERVICES’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 MCCARTER PRIVATE WEALTH SERVICES’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.