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Hedge Funds Similar to Bryn Mawr Advisors

13F Portfolio OverlapQ2 2026Bryn Mawr Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bryn Mawr Trust Advisors, LLC is an institutional investor managing $2.3B across 457 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 Bryn Mawr Advisors are Norway Savings Bank, Petros Family Wealth, WEBSTERROGERS FINANCIAL ADVISORS, with shared positions in $KLAC, $JCI, $TJX, $ADI, $COP, $BLK. The full ranking of 25 similar funds is below.

#1Norway Savings BankPassive
Some overlap · 6 shared positions
$KLAC$JCI$TJX$ADI$COP$BLK
$239M
104 positions
#2Petros Family Wealth, LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$ADI$PSX$BLK
$164M
134 positions
#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$KLAC$MCD$ADI$PSX$BLK
$390M
103 positions
#4CGN Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$MCD$MDT$BLK
$1.4B
322 positions
#5Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$JCI$TJX$ADI$MDT$CME$MCD
$655M
161 positions
#6Venturi Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$DHR$TJX$COP
$2.6B
632 positions
#7SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$DHR$MCD$CME
$757M
193 positions
#8WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$KLAC$TJX$ADI$BLK
$3.2B
296 positions
#9PineStone Asset Management Inc.Active
Some overlap · 4 shared positions
$KLAC$TJX$ADI$CME
$16.2B
44 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$TJX$ADI$DG
$2.5B
166 positions
#11Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$ADI$MCD$BLK
$686M
532 positions
#12ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 4 shared positions
$KLAC$ADI$BLK$PSX
$409M
182 positions
#13VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$KLAC$JCI$TJX
$255M
160 positions
#14BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 3 shared positions
$KLAC$JCI$MCD
$404M
99 positions
#15Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TJX$MCD$ADI$MDT$BLK$CME
$170M
61 positions
#16FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$MDT$BLK$CME
$1.3B
393 positions
#17Qsemble Capital Management, LPPassive
Some overlap · 6 shared positions
$JCI$TJX$PSX$BLK$CME$MCD
$781M
371 positions
#18VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$KLAC$JCI$TJX
$397M
172 positions
#19PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$KLAC$TJX$ADI$COP
$169.1B
324 positions
#20NatWest Group plcActive
Some overlap · 3 shared positions
$KLAC$JCI$CME
$560M
48 positions
#21Scissortail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$JCI$ADI$COP$PSX$CME
$520M
106 positions
#22Texas Capital Bank Wealth Management Services IncActive
Some overlap · 4 shared positions
$KLAC$TJX$COP$DHR
$1.9B
349 positions
#23Churchill Financial Advisors, LLCActive
Some overlap · 5 shared positions
$KLAC$TJX$MCD$ADI$CME
$519M
125 positions
#24Avalon Trust CoActive
Some overlap · 4 shared positions
$KLAC$DHR$TJX$ADI
$1.6B
462 positions
#25Riverview Trust CoActive
Some overlap · 4 shared positions
$KLAC$BLK$COP$MCD
$84M
166 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.