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 Baldwin Investment

13F Portfolio OverlapQ2 2026Baldwin Investment portfolio →

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Most similar hedge funds by 13F overlap

Baldwin Investment Management, LLC is an institutional investor managing $1.0B across 231 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 Baldwin Investment are Trifecta Advisors, MCCARTER PRIVATE WEALTH SERVICES, Edgemoor Investment Advisors, with shared positions in $VRTX, $VRT, $ETN, $BLK, $ISRG, $TMO. The full ranking of 25 similar funds is below.

#1Trifecta Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$VRTX $VRT $ETN $BLK $ISRG $TMO

$776M

493 positions

#2MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 7 shared positions

$VRTX $VRT $ETN $DELL $NEE $TMO

$290M

179 positions

#3Edgemoor Investment Advisors, Inc.Active

Some overlap · 7 shared positions

$VRTX $VRT $EPD $BLK $NEE $TMO

$1.5B

188 positions

#4Haverford Financial Services, Inc.Active

Some overlap · 8 shared positions

$ETN $BLK $LIN $NEE $TMO $TJX

$339M

49 positions

#5Acumen Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$VRT $ETN $BLK $DELL $ISRG $TMO

$472M

493 positions

#6Princeton Global Asset Management LLCPassive

Some overlap · 6 shared positions

$VRTX $VRT $ETN $LIN $NEE $TJX

$698M

831 positions

#7Front Row Advisors LLCPassive

Some overlap · 7 shared positions

$ETN $BLK $DELL $ROK $ISRG $TMO

$345M

576 positions

#8Haverford Trust CoActive

Some overlap · 7 shared positions

$ETN $BLK $NEE $TMO $TJX $SPGI

$11.6B

424 positions

#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ETN $LIN $NEE $TMO $TJX $SPGI

$8.0B

1,334 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$BLK $LIN $NEE $TMO $TJX $SPGI

$499M

73 positions

#11NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$VRT $ETN $BLK $NEE $TJX $MS

$1.4B

177 positions

#12STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 6 shared positions

$VRTX $ETN $LIN $ISRG $TJX $MS

$918M

75 positions

#13TigerOak Management, L.L.C.Active

Some overlap · 8 shared positions

$LIN $BLK $TJX $MS $VRT $DELL

$356M

139 positions

#14Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$VRTX $VRT $ETN $LIN $TJX

$115M

89 positions

#15FAYEZ SAROFIM & CO

Some overlap · 6 shared positions

$ETN $EPD $BLK $ISRG $SPGI $MS

$42.5B

300 positions

#16CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$VRTX $LIN $NEE $TMO $TJX $SPGI

$767M

184 positions

#17ABN AMRO Bank N.V.Active

Some overlap · 6 shared positions

$VRTX $BLK $LIN $TJX $SPGI $MS

$7.7B

231 positions

#18UMB Bank, n.a.Passive

Some overlap · 6 shared positions

$ETN $LIN $BLK $NEE $TJX $MS

$7.9B

2,303 positions

#19HARTLINE INVESTMENT CORP/Active

Some overlap · 6 shared positions

$VRT $ETN $DELL $NEE $MS $LOW

$1.1B

115 positions

#20W.H. Cornerstone Investments Inc.Passive

Some overlap · 6 shared positions

$ETN $BLK $LIN $TMO $TJX $LOW

$177M

141 positions

#21TRED AVON FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ETN $DELL $BLK $NEE $TMO $TJX

$327M

262 positions

#22AAFMAA Wealth Management & Trust LLCPassive

Some overlap · 6 shared positions

$ETN $LIN $DELL $NEE $SPGI $MS

$286M

95 positions

#23FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 6 shared positions

$VRT $LIN $NEE $ISRG $TJX $LOW

$1.7B

208 positions

#24WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$BLK $LIN $NEE $ETN $TMO $TJX

$1.3B

73 positions

#25Lee Financial CoSmart money

Some overlap · 6 shared positions

$EPD $ETN $BLK $DELL $MS $DRI

$783M

162 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.