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Hedge Funds Similar to Bigelow Investment Advisors

13F Portfolio OverlapQ3 2026Bigelow Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bigelow Investment Advisors, LLC is an institutional investor managing $281M across 154 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bigelow Investment Advisors are FORBES J M & LLP, CAPE ANN SAVINGS BANK, CPA Asset, with shared positions in $IAU, $NEE, $TJX, $ANET, $ETN, $ECL. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive
Notable overlap · 7 shared positions
$IAU$NEE$TJX$ANET$ETN$ECL
$1.3B
157 positions
#2CAPE ANN SAVINGS BANKActive
Notable overlap · 6 shared positions
$IAU$NEE$GD$PEP$ETN$DE
$212M
113 positions
#3CPA Asset Management LLCActive
Notable overlap · 7 shared positions
$IAU$ECL$NEE$DHR$PEP$AXP
$357M
86 positions
#4EHRLICH FINANCIAL GROUPActive
Notable overlap · 5 shared positions
$IAU$AXP$ANET$DE$MRVL
$193M
120 positions
#5Cranbrook Wealth Management, LLCActive
Notable overlap · 6 shared positions
$IAU$ECL$TMO$MRVL$DE$PEP
$534M
406 positions
#6Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 8 shared positions
$IAU$AXP$NEE$TJX$ETN$TXN
$710M
193 positions
#7TENET WEALTH PARTNERS, LLCActive
Notable overlap · 5 shared positions
$IAU$PEP$ETN$DE$DIS
$142M
107 positions
#8Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 4 shared positions
$IAU$TJX$ETN$PEP
$84M
36 positions
#9Signet Investment Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$NEE$AXP$ETN$PEP
$227M
73 positions
#10Centerline Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$NEE$DIS$PEP
$321M
82 positions
#11LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$GD$DHR$DUK
$141M
91 positions
#12VCI Wealth Management LLCPassive
Notable overlap · 4 shared positions
$IAU$TXN$TJX$DHR
$399M
99 positions
#13MBA Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$GD$PEP$DUK
$297M
166 positions
#14Meridian Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$ETN$TMO$SBUX
$880M
211 positions
#15ROGCO, LPActive
Notable overlap · 4 shared positions
$IAU$PEP$GD$MRVL
$327M
224 positions
#16SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 4 shared positions
$IAU$ETN$TJX$AXP
$298M
135 positions
#17Minot DeBlois Advisors LLCPassive
Notable overlap · 8 shared positions
$AXP$NEE$TJX$DIS$ECL$PEP
$116M
240 positions
#185T Wealth, LLCActive
Notable overlap · 3 shared positions
$IAU$ANET$ETN
$269M
134 positions
#19Midwest Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$IAU$MRVL$TJX$DE$NEE
$246M
210 positions
#20Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$IAU$DE$PEP$GD
$368M
123 positions
#21Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$MRVL
$67M
39 positions
#22Harbour Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$ETN$TJX
$148M
89 positions
#23Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$ETN$DE
$154M
96 positions
#24Chemistry Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$639M
208 positions
#25ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$ETN$MRVL
$753M
223 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.