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 Bath Savings

13F Portfolio OverlapQ2 2026Bath Savings portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bath Savings Trust Co is an institutional investor managing $965M across 177 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 Bath Savings are WENDELL DAVID ASSOCIATES, Tandem Investment Advisors, JENSEN INVESTMENT, with shared positions in $TJX, $SYK, $ADP, $NEE, $ECL, $ABT. The full ranking of 25 similar funds is below.

#1WENDELL DAVID ASSOCIATES INCActive

Substantial overlap · 18 shared positions

$TJX $SYK $ADP $NEE $ECL $ABT

$947M

155 positions

#2Tandem Investment Advisors, Inc.Passive

Notable overlap · 11 shared positions

$SYK $NEE $ABT $INTU $APH $BR

$1.5B

68 positions

#3JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 13 shared positions

$SYK $TJX $ABT $APH $SHW $BR

$4.1B

83 positions

#4PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYK $NEE $ECL $ADP $ABT $SHW

$209M

54 positions

#5DEARBORN PARTNERS LLCPassive

Notable overlap · 11 shared positions

$ADP $WSO $APH $SYK $SHW $ABT

$1.8B

269 positions

#6HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $NEE $ADP $INTU $APH $DHR

$410M

53 positions

#7NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TJX $SYK $ADP $INTU $IDXX $BR

$341M

91 positions

#8LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$SYK $TJX $INTU $ABT $ADP $DHR

$10.3B

565 positions

#9DILLON & ASSOCIATES INCActive

Notable overlap · 9 shared positions

$SYK $ADP $ECL $ABT $DHR $CASY

$817M

80 positions

#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$SYK $NEE $ADP $ABT $CHD $DHR

$2.1B

131 positions

#11HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$TJX $ECL $SYK $WSO $APH $ADP

$2.8B

278 positions

#12LaFleur & Godfrey LLCPassive

Notable overlap · 8 shared positions

$SYK $ECL $WSO $NEE $APH $CHD

$842M

149 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$TJX $NEE $SYK $SHW $ADP $ABT

$467M

118 positions

#14Fundsmith LLPActive

Notable overlap · 6 shared positions

$SYK $TJX $ADP $CHD $IDXX $VEEV

$13.6B

41 positions

#15Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$TJX $SYK $ECL $DHR $IDXX $VEEV

$1.0B

83 positions

#16FUNDSMITH INVESTMENT SERVICES LTD.Active

Notable overlap · 6 shared positions

$SYK $ADP $TJX $CHD $IDXX $VEEV

$4.5B

27 positions

#17HALL LAURIE J TRUSTEEPassive

Notable overlap · 7 shared positions

$SYK $TJX $ABT $APH $BR $DHR

$322M

103 positions

#18BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$SYK $TJX $ABT $APH $BR $ADP

$346M

113 positions

#19Boit C F DavidPassive

Notable overlap · 10 shared positions

$ADP $SYK $ABT $INTU $MCD $PEP

$238M

85 positions

#20Williams Jones Wealth Management, LLC.Active

Notable overlap · 8 shared positions

$ECL $TJX $APH $ADP $SHW $IDXX

$8.9B

547 positions

#21WELCH & FORBES LLCActive

Notable overlap · 9 shared positions

$SYK $ECL $TJX $WSO $DHR $IDXX

$8.2B

388 positions

#22Renaissance Investment Group LLCPassive

Notable overlap · 7 shared positions

$TJX $NEE $APH $CHD $DHR $AJG

$508M

84 positions

#23Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ADP $ECL $TJX $ABT $NEE $DHR

$116M

240 positions

#24RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 8 shared positions

$NEE $TJX $APH $MCD $SYK $PEP

$794M

188 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TJX $NEE $INTU $APH $ECL $VEEV

$499M

73 positions

Compare Bath Savings’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 Bath Savings’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.