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Hedge Funds Similar to HM PAYSON &

13F Portfolio OverlapQ1 2026HM PAYSON & portfolio →
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Most similar hedge funds by 13F overlap

HM PAYSON & CO is an institutional investor managing $7.5B across 1,139 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 HM PAYSON & are Glass Wealth, McGuire Investment Group,, Grantham, Mayo, Van Otterloo &, with shared positions in $LRCX, $LHX, $MS, $ASML, $GD, $TMO. The full ranking of 25 similar funds is below.

#1Glass Wealth Management Co LLCPassive
Notable overlap · 5 shared positions
$LRCX$LHX$MS$ASML$GD
$258M
67 positions
#2McGuire Investment Group, LLCActive
Notable overlap · 5 shared positions
$LRCX$ASML$MS$TMO$AMGN
$885M
121 positions
#3Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 6 shared positions
$LRCX$TMO$TJX$HLT$ACN$ASML
$39.1B
628 positions
#4ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$ASML$AME$TJX$TMO$MCD$GD
$1.7B
86 positions
#5Cartenna Capital, LPPassive
Some overlap · 4 shared positions
$LRCX$AME$ASML$MCD
$2.7B
47 positions
#6Martin Investment Management, LLCActive
Some overlap · 6 shared positions
$LHX$AME$TMO$AZO$ACN$ASML
$334M
46 positions
#7Miller Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$LRCX$ASML$MPC$MCD$TJX
$208M
262 positions
#8J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$LRCX$MS$TMO$DHR
$705M
60 positions
#9Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$LRCX$LHX$TJX$MS
$145M
69 positions
#10Valley Brook Capital Group, Inc.Passive
Some overlap · 7 shared positions
$TJX$TMO$LRCX$ASML$MPC$MCD
$149M
112 positions
#11ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$LHX$ASML$TMO$AMGN$DHR
$153M
61 positions
#12LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$LRCX$LHX$TJX$MCD
$677M
182 positions
#13Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$LRCX$AME$TJX$AZO
$1.6B
110 positions
#14Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$LRCX$ASML$TMO$ACN
$393M
31 positions
#15Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$LRCX$AME$TMO$DHR
$200M
123 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$TJX$TMO$MCD$AMGN
$353M
78 positions
#17CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$LHX$TMO$TJX$MCD$ACN
$739M
164 positions
#18Progressive Investment Management CorpActive
Some overlap · 6 shared positions
$LRCX$ASML$TMO$DHR$TJX$AMGN
$379M
58 positions
#19Focused Investors LLCActive
Some overlap · 4 shared positions
$MS$LHX$TJX$MCD
$3.1B
22 positions
#20SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$LRCX$MS$MCD$DHR$LHX
$106M
89 positions
#21Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$LHX$TJX$TMO$MPC$MCD$AMGN
$329M
65 positions
#22Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$LRCX$TJX$TMO$LHX$AMGN
$646M
274 positions
#23Sierra Legacy GroupPassive
Some overlap · 6 shared positions
$AME$TJX$TMO$DHR$ACN$GD
$131M
77 positions
#24Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$MS$SSL$HLT$TMO$AMGN$MCD
$340M
174 positions
#25YHB Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$LRCX$TMO$TJX$AMGN$DHR$MCD
$1.4B
298 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.