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Hedge Funds Similar to Boltwood

13F Portfolio OverlapQ3 2026Boltwood portfolio →
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Most similar hedge funds by 13F overlap

Boltwood Capital Management is an institutional investor managing $443M across 195 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 Boltwood are Norway Savings Bank, Smith Group Asset, Petros Family Wealth, with shared positions in $KLAC, $ABT, $LOW, $TJX, $ICE, $CRM. The full ranking of 25 similar funds is below.

#1Norway Savings BankPassive
Notable overlap · 9 shared positions
$KLAC$ABT$LOW$TJX$ICE$CRM
$244M
103 positions
#2Smith Group Asset Management, LLCActive
Notable overlap · 6 shared positions
$KLAC$AXP$TJX$DIS$ADI$TPR
$2.5B
166 positions
#3Petros Family Wealth, LLCPassive
Notable overlap · 6 shared positions
$KLAC$LOW$TJX$ICE$ADI$AXP
$164M
134 positions
#4JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$KLAC$LOW$ICE$ABT$ADI
$1.1B
242 positions
#5BANK OF STOCKTONActive
Some overlap · 5 shared positions
$KLAC$AXP$ABT$WFC$ADI
$333M
124 positions
#6Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$AXP$TJX$ABT$CRM$PFE$DIS
$116M
240 positions
#7Destination Wealth ManagementPassive
Some overlap · 8 shared positions
$AXP$TJX$ABT$ICE$PFE$DIS
$4.3B
344 positions
#8MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$LOW$AXP$CRM
$1.5B
245 positions
#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KLAC$LOW$WFC$ADI
$1.3B
99 positions
#10Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$AXP$LOW$ABT$ADI
$655M
539 positions
#11DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$KLAC$AXP$LOW$ABT$CRM$DIS
$244M
153 positions
#12Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$LOW$ICE$MCHP
$231M
102 positions
#13Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$TJX$ABT$ICE
$1.6B
184 positions
#14Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$KLAC$AXP$WFC$TPR
$248M
55 positions
#15PineStone Asset Management Inc.Active
Some overlap · 4 shared positions
$KLAC$TJX$LOW$ADI
$15.4B
43 positions
#16Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$KLAC$AXP$LOW$CRM$DIS
$762M
267 positions
#17INVESCO, LLCActive
Some overlap · 5 shared positions
$KLAC$AXP$ALL$ADI$ICE
$321M
131 positions
#18Cornerstone National Bank & Trust CoActive
Some overlap · 7 shared positions
$LOW$TJX$CRM$ICE$MCHP$ADI
$309M
235 positions
#19TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$KLAC$LOW$AXP
$217M
114 positions
#20BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$AXP$TJX
$436M
104 positions
#21Fjell Capital, LLCPassive
Some overlap · 5 shared positions
$KLAC$ICE$BX$CRM$LOW
$178M
84 positions
#22STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$KLAC$WFC$PFE$ABT$DIS
$146.1B
107 positions
#23Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$ICE$BX
$219M
50 positions
#24Riverview Trust CoActive
Some overlap · 3 shared positions
$KLAC$LOW$ABT
$84M
166 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LOW$AXP$TJX$ABT$KLAC
$292M
99 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.