13F Pro

Hedge Funds Similar to BAR HARBOR WEALTH

13F Portfolio OverlapQ2 2026BAR HARBOR WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BAR HARBOR WEALTH MANAGEMENT is an institutional investor managing $1.9B across 268 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 BAR HARBOR WEALTH are Michael Brady, HALL, Minot DeBlois Advisors, with shared positions in $ABT, $UNP, $TJX, $EMR, $ADP, $PEP. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$ABT$UNP$TJX$EMR$ADP$PEP
$113M
58 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$ABT$UNP$TJX$EMR$ADP$PEP
$321M
107 positions
#3Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$ABT$UNP$TJX$ADP$ASML$PEP
$116M
240 positions
#4Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$SYY$EMR$UNP$ADP$PEP
$219M
95 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$ABT$SYY$EMR$ADP$AMRZ$PEP
$530M
92 positions
#6CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$UNP$SYY$ASML$REGN$AMRZ$PEP
$2.3B
150 positions
#7NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$TPL$ABT$ASML$REGN$PEP
$606M
79 positions
#8FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$ABT$UNP$TJX$EMR$PEP
$1.3B
159 positions
#9Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$ABT$UNP$TJX$EMR$PEP
$149M
116 positions
#10GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 5 shared positions
$NNI$TJX$ASML$REGN$PEP
$1.7B
73 positions
#11Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ABT$UNP$EMR$ADP$PEP
$108M
52 positions
#12Clark & Stuart, IncPassive
Some overlap · 5 shared positions
$ABT$SYY$EMR$ADP$PEP
$159M
57 positions
#13PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ABT$SYY$EMR$ADP$PEP
$209M
54 positions
#14Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$ABT$SYY$EMR$ADP$PEP
$637M
146 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$TJX$ABT$ADP$PEP
$467M
118 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$ABT$TJX$ADP$ASML$UNP
$10.3B
565 positions
#17FARMERS & MERCHANTS INVESTMENTS INCPassive
Some overlap · 5 shared positions
$NNI$EMR$ASML$UNP$PEP
$4.1B
1,760 positions
#18Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$ABT$EMR$ADP$ASML$PEP
$562M
84 positions
#19Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$ABT$EMR$ADP$ASML$PEP
$474M
110 positions
#20Ipswich Investment Management Co., Inc.Passive
Some overlap · 5 shared positions
$TPL$TJX$ASML$AMRZ$PEP
$474M
190 positions
#21MITCHELL SINKLER & STARR/PAPassive
Some overlap · 5 shared positions
$ABT$EMR$ADP$ASML$PEP
$240M
155 positions
#22WOODSTOCK CORPActive
Some overlap · 5 shared positions
$ABT$EMR$ADP$REGN$PEP
$1.2B
163 positions
#23RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$TJX$UNP$ASML$ABT$TPL
$10.4B
645 positions
#24Broderick Brian CActive
Some overlap · 5 shared positions
$ABT$TJX$ADP$ASML$UNP
$646M
95 positions
#25ANB BANKPassive
Some overlap · 5 shared positions
$ABT$ADP$ASML$EMR$PEP
$268M
127 positions

Compare BAR HARBOR 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 BAR HARBOR 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.