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Hedge Funds Similar to First Bancorp

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

First Bancorp, Inc /ME/ is an institutional investor managing $245M across 565 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 First Bancorp are Estabrook, Phoenix Wealth Advisors, Carson Advisory, with shared positions in $ETN, $AFL, $C, $VZ, $UNP, $NSC. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Some overlap · 8 shared positions
$ETN$AFL$C$VZ$UNP$NSC
$739M
344 positions
#2Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$ETN$VZ$PEP$NEE$UNP$WFC
$297M
129 positions
#3Carson Advisory Inc.Passive
Some overlap · 7 shared positions
$ETN$C$VZ$AFL$NEE$WFC
$218M
204 positions
#4Flagstone Financial ManagementSmart money
Some overlap · 7 shared positions
$ETN$VZ$PEP$NEE$UNP$USB
$447M
77 positions
#5FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$ETN$C$PEP$NEE$UNP
$5.3B
210 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$ETN$VZ$PEP$NEE$UNP$T
$231M
125 positions
#7Wealth Intelligence, LLCActive
Some overlap · 4 shared positions
$ETN$AFL$VZ$UNP
$209M
60 positions
#8Citizens National Bank Trust DepartmentPassive
Some overlap · 4 shared positions
$ETN$AFL$PEP$NEE
$680M
381 positions
#9Tulsa Wealth Advisors, INCActive
Some overlap · 5 shared positions
$ETN$VZ$NEE$UNP$WFC
$710M
166 positions
#10HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ETN$VZ$NEE$UNP$WFC
$465M
139 positions
#11Willis Investment CounselActive
Some overlap · 4 shared positions
$ETN$AFL$VZ$PEP
$2.0B
128 positions
#12FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$ETN$VZ$PEP$NEE$UNP
$1.3B
157 positions
#13DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$ETN$C$PEP$USB$WFC
$530M
92 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ETN$PEP$UNP$NEE$WFC
$108M
52 positions
#15M. Kraus & CoPassive
Some overlap · 5 shared positions
$ETN$VZ$PEP$NEE$NSC
$373M
83 positions
#16Perkins Coie Trust CoPassive
Some overlap · 5 shared positions
$ETN$PEP$UNP$WFC$T
$626M
499 positions
#17DAGCO, INC.Active
Some overlap · 5 shared positions
$ETN$NEE$PEP$NSC$UNP
$576M
118 positions
#18OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$ETN$VZ$PEP$NEE$NSC
$329M
323 positions
#19EDMP, INC.Passive
Some overlap · 5 shared positions
$AFL$C$VZ$PEP$T
$130M
74 positions
#20Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$AFL$C$VZ$PEP$T
$316M
157 positions
#21FARMERS TRUST CO
Some overlap · 6 shared positions
$C$VZ$PEP$NEE$UNP$T
$637M
203 positions
#22Severin Investments, LLCPassive
Some overlap · 6 shared positions
$C$VZ$NEE$UNP$USB$WFC
$133M
174 positions
#23Hayek Kallen Investment ManagementActive
Some overlap · 6 shared positions
$C$VZ$PEP$UNP$USB$T
$330M
97 positions
#24SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ETN$VZ$PEP$NEE
$208M
56 positions
#25Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$ETN$AFL$PEP
$5.9B
141 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.