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 Eagle Bay Advisors

13F Portfolio OverlapQ2 2026Eagle Bay Advisors portfolio →

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Most similar hedge funds by 13F overlap

Eagle Bay Advisors LLC is an institutional investor managing $134M across 141 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 Eagle Bay Advisors are First Long Island Investors, KANAWHA, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, with shared positions in $APH, $ADP, $ABT, $PH, $SNPS, $CNI. The full ranking of 25 similar funds is below.

#1First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$APH $ADP $ABT $PH $SNPS $CNI

$1.4B

73 positions

#2KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$APH $ADP $ABT $APD $PH

$1.5B

228 positions

#3LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$ADP $ABT $PH $SNPS $CNI $PM

$10.3B

565 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$APH $ADP $APD $PH

$456M

67 positions

#5SlateStone Wealth, LLCPassive

Some overlap · 4 shared positions

$APH $ADP $APD $SNPS

$1.3B

296 positions

#6SFAM, LLCActive

Some overlap · 5 shared positions

$APH $ABT $PH $PM $PNC

$123M

262 positions

#7Community Financial Services Group, LLCPassive

Some overlap · 4 shared positions

$PNC $APH $ABT $PH

$686M

532 positions

#8Smith, Salley & AssociatesPassive

Some overlap · 4 shared positions

$APH $PNC $ABT $MRVL

$2.3B

275 positions

#9JGP Wealth Management, LLCActive

Some overlap · 4 shared positions

$PNC $ADP $ABT $APD

$1.1B

231 positions

#10Walsky Investment Management, Inc.Passive

Some overlap · 4 shared positions

$PNC $ABT $ADP $APD

$108M

52 positions

#11RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 4 shared positions

$APH $ABT $ADP $MRVL

$794M

188 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 4 shared positions

$APH $ADP $ABT $APD

$346M

113 positions

#13Aurdan Capital Management, LLCActive

Some overlap · 5 shared positions

$ADP $ABT $PNC $APD $PM

$394M

99 positions

#14HENDLEY & CO INCActive

Some overlap · 4 shared positions

$APH $ABT $PH $PM

$283M

47 positions

#15MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$APH $ADP $ABT $PH

$857M

166 positions

#16Tudor Financial Inc.Passive

Some overlap · 4 shared positions

$APH $ABT $APD $CNI

$222M

152 positions

#17Covington Investment Advisors Inc.Active

Some overlap · 4 shared positions

$PNC $ABT $APD $SNPS

$774M

73 positions

#18Consolidated Planning CorpActive

Some overlap · 4 shared positions

$APH $ABT $ADP $PM

$742M

159 positions

#19CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 4 shared positions

$APH $ADP $SNPS $GLTR

$1.2B

203 positions

#20GLENMEDE TRUST CO NAPassive

Some overlap · 5 shared positions

$APH $PH $PNC $MRVL $ABT

$22.7B

1,487 positions

#21BNP PARIBASActive

Some overlap · 4 shared positions

$APH $PH $SNPS $MRVL

$3.7B

329 positions

#2217 CAPITAL PARTNERS, LLCPassive

Some overlap · 5 shared positions

$PNC $APD $PH $SNPS $MRVL

$222M

176 positions

#23Aristotle Capital Management, LLCActive

Some overlap · 4 shared positions

$PNC $APD $PH $SNPS

$47.7B

212 positions

#24HARVEY INVESTMENT CO LLCActive

Some overlap · 3 shared positions

$APH $PNC $ABT

$918M

99 positions

#25Dundas Partners LLPActive

Some overlap · 3 shared positions

$APH $ADP $ABT

$1.4B

31 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.