13F Pro

Hedge Funds Similar to First Bancorp, /ME/

13F Portfolio OverlapQ1 2026First Bancorp, /ME/ portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

First Bancorp, Inc /ME/ is an institutional investor managing $201M across 132 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 First Bancorp, /ME/ are Armstrong, Fleming & Moore,, Estabrook, ORSER ,, with shared positions in $MAR, $GE, $GEV, $SNOW, $IBM, $VZ. The full ranking of 25 similar funds is below.

#1Armstrong, Fleming & Moore, IncActive
Some overlap · 7 shared positions
$MAR$GE$GEV$SNOW$IBM$VZ
$236M
108 positions
#2Estabrook Capital ManagementPassive
Some overlap · 9 shared positions
$ETN$AFL$GE$GEV$CTVA$IBM
$685M
380 positions
#3ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$MAR$UPST$GE$HUM$KO$SCHW
$153M
46 positions
#4XML Financial, LLCPassive
Some overlap · 6 shared positions
$MAR$MS$IBM$SNOW$CTVA$VZ
$1.2B
421 positions
#5HARBOR INVESTMENT ADVISORY, LLCPassive
Some overlap · 6 shared positions
$MAR$CTVA$MS$SNOW$SCHW$GEV
$1.3B
1,233 positions
#6Marotta Asset ManagementActive
Some overlap · 7 shared positions
$MAR$UPST$SNOW$SCHW$KO$IBM
$543M
103 positions
#7Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 6 shared positions
$MAR$MS$SNOW$SCHW$IBM$CTVA
$257M
109 positions
#8Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MAR$MS$HUM$SCHW$IBM
$151M
97 positions
#9White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$UPST$SNOW$HUM$SCHW
$721M
145 positions
#10Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$MS$ETN$UPST$MAR$HUM$SCHW
$958M
176 positions
#11Grove Street Fiduciary, LLCActive
Some overlap · 7 shared positions
$UPST$MAR$GE$SNOW$IBM$HUM
$227M
74 positions
#12ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 5 shared positions
$MAR$MS$SNOW$HUM$VZ
$138M
59 positions
#13Innovative Wealth Building LLCActive
Some overlap · 4 shared positions
$MAR$MS$SNOW$HUM
$142M
70 positions
#14Gratus Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$MAR$MS$HUM$IBM$GE
$691M
138 positions
#15CVA Family Office, LLCPassive
Some overlap · 4 shared positions
$MAR$MS$HUM$KO
$950M
1,838 positions
#16Beacon Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$UPST$SNOW$SCHW
$1.8B
57 positions
#17Carson Advisory Inc.Passive
Some overlap · 9 shared positions
$AFL$ETN$IBM$VZ$HUM$C
$193M
188 positions
#18POM Investment Strategies, LLCPassive
Some overlap · 8 shared positions
$GE$GEV$UPST$SNOW$IBM$VZ
$80M
433 positions
#19WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$MAR$UPST$SNOW$MS
$1.3B
350 positions
#20Wall Street Financial Group, Inc.Passive
Some overlap · 4 shared positions
$MAR$MS$GE$KO
$169M
667 positions
#21Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$MS$AFL$IBM$VZ$HUM$C
$277M
154 positions
#22Capital Planning LLCActive
Some overlap · 4 shared positions
$MAR$MS$HUM$GE
$307M
82 positions
#23ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 5 shared positions
$MAR$UPST$HUM$KO$VZ
$1.5B
958 positions
#24GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$UPST$MS$GE$ETN$IBM$KO
$908M
286 positions
#25Strengthening Families & Communities, LLCPassive
Some overlap · 4 shared positions
$MAR$CTVA$IBM$KO
$401M
589 positions

Compare First Bancorp, /ME/’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 First Bancorp, /ME/’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.