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Hedge Funds Similar to BOURNE LENT ASSET

13F Portfolio OverlapQ2 2026BOURNE LENT ASSET portfolio →
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Most similar hedge funds by 13F overlap

BOURNE LENT ASSET MANAGEMENT INC is an institutional investor managing $289M across 65 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 BOURNE LENT ASSET are Seilern Investment Ltd, Nutshell Asset Ltd, Biondo Investment Advisors, with shared positions in $IDXX, $ADBE, $ISRG, $BKNG, $AMGN, $UPS. The full ranking of 25 similar funds is below.

#1Seilern Investment Management LtdActive
Notable overlap · 4 shared positions
$IDXX$ADBE$ISRG$BKNG
$794M
24 positions
#2Nutshell Asset Management LtdActive
Notable overlap · 3 shared positions
$IDXX$ADBE$BKNG
$300M
45 positions
#3Biondo Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$IDXX$ISRG$AMGN$UPS
$817M
89 positions
#4Visionary Wealth AdvisorsPassive
Notable overlap · 4 shared positions
$PWR$QCOM$AMGN$PEP
$2.5B
666 positions
#5CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$ADBE$ISRG$AMGN
$124M
54 positions
#6Haven Capital Group, Inc.Active
Notable overlap · 5 shared positions
$IDXX$ADBE$ISRG$PEG$BMY
$125M
37 positions
#7RPG Investment Advisory, LLCPassive
Notable overlap · 5 shared positions
$PWR$ISRG$SYM$LHX$PLTR
$973M
93 positions
#8Stack Financial Management, IncActive
Notable overlap · 6 shared positions
$PWR$LHX$UPS$PEP$CNP$T
$1.3B
54 positions
#9Washington Trust Advisors, Inc.Passive
Notable overlap · 4 shared positions
$PWR$BKNG$ISRG$PEP
$1.3B
724 positions
#10Capital Investment Services of America, Inc.Active
Notable overlap · 5 shared positions
$IDXX$PWR$QCOM$BKNG$ADBE
$1.0B
83 positions
#11CAPITAL COUNSEL LLC/NYSmart money
Some overlap · 4 shared positions
$IDXX$QCOM$PEP$EME
$2.6B
58 positions
#12Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$PWR$LHX$SLB
$281M
55 positions
#13Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$ADBE$IDXX$QCOM
$187M
75 positions
#14R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$ADBE$QCOM$AMGN$UPS$PFE$T
$130M
40 positions
#15CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$PWR$AMGN$LHX
$236M
232 positions
#16Titan Investment Management LLCActive
Some overlap · 5 shared positions
$PWR$BMY$IDXX$PLTR$PEP
$135M
38 positions
#17MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 6 shared positions
$QCOM$ENB$BMY$LHX$NTR$PFE
$112M
100 positions
#18Lionshead Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PWR$QCOM$PLTR$PEG$PFE
$154M
112 positions
#19CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PWR$IDXX$ISRG
$456M
67 positions
#20OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$QCOM$PAYX$BMY$UPS$PFE$PEP
$2.7B
54 positions
#21Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$BMY$AMGN$LHX$UPS
$202M
58 positions
#22Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$BMY$QCOM$PAYX$PEP
$455M
57 positions
#23CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$PWR$ADBE$LHX$PEP
$767M
184 positions
#24CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$PLTR$SLB
$78M
44 positions
#25Malaga Cove Capital, LLCPassive
Some overlap · 4 shared positions
$PWR$AMGN$LHX$ISRG
$314M
185 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.