What hedge funds are most similar to Harbour Trust & Investment Management Co?

The funds with the most similar 13F portfolios to Harbour Trust & Investment Management Co are Osprey Private Wealth, Haverford, CAMDEN NATIONAL BANK, based on overlapping conviction holdings in the latest SEC filings.

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 Harbour & Investment

13F Portfolio OverlapQ2 2026Harbour & Investment portfolio →

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Most similar hedge funds by 13F overlap

Harbour Trust & Investment Management Co is an institutional investor managing $1.0B across 160 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 Harbour & Investment are Osprey Private Wealth, Haverford, CAMDEN NATIONAL BANK, with shared positions in $TJX, $MCD, $SYK, $PEP, $ECL, $TMO. The full ranking of 25 similar funds is below.

#1Osprey Private Wealth LLCPassive

Notable overlap · 9 shared positions

$TJX $MCD $SYK $PEP $ECL $TMO

$387M

88 positions

#2Haverford Trust CoActive

Notable overlap · 9 shared positions

$TJX $NEE $SYK $PEP $MCD $LOW

$11.6B

424 positions

#3CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$DE $TJX $MCD $NEE $PEP $TMO

$767M

184 positions

#4Palisade Asset Management, LLCPassive

Notable overlap · 7 shared positions

$DE $TJX $MCD $SYK $PEP $ECL

$1.1B

204 positions

#5Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $MCD $NEE $SYK $PEP $WMB

$467M

118 positions

#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$DE $TJX $NEE $PEP $LOW $TMO

$8.0B

1,334 positions

#7WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 6 shared positions

$SYK $TJX $MCD $NEE $PEP $ECL

$947M

155 positions

#8Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$TJX $NEE $SYK $PEP $LOW $TMO

$339M

49 positions

#9Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$TJX $MCD $NEE $SYK $TMO $BLK

$170M

61 positions

#10CONNORS INVESTOR SERVICES INCPassive

Some overlap · 7 shared positions

$TJX $WELL $SYK $PEP $WMB $LOW

$1.2B

153 positions

#11Brentview Investment Management LLCActive

Some overlap · 7 shared positions

$TJX $NEE $WELL $PEP $LOW $BLK

$253M

63 positions

#12Bath Savings Trust CoActive

Some overlap · 6 shared positions

$SYK $TJX $NEE $MCD $PEP $ECL

$965M

177 positions

#13CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 7 shared positions

$SYK $NEE $MCD $TJX $PEP $ECL

$1.2B

203 positions

#14BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$SYK $TJX $MCD $PEP $LOW $BLK

$346M

113 positions

#15RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 6 shared positions

$TJX $MCD $NEE $PEP $SYK $BLK

$794M

188 positions

#16ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$SYK $TJX $MCD $MDY $LOW $PEP

$248M

96 positions

#17BOSTON FAMILY OFFICE LLCPassive

Some overlap · 8 shared positions

$SYK $NEE $ECL $TMO $PEP $TJX

$1.6B

314 positions

#18Harrington Investments, INCPassive

Some overlap · 7 shared positions

$TJX $DE $SYK $ECL $TMO $SYY

$206M

82 positions

#19NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 8 shared positions

$NEE $TJX $DE $MCD $LOW $TMO

$2.7B

200 positions

#20NBT BANK N A /NYPassive

Some overlap · 7 shared positions

$DE $MCD $MDY $TJX $LOW $PEP

$1.5B

1,069 positions

#21WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 7 shared positions

$TJX $NEE $PEP $TMO $BLK $WELL

$1.3B

73 positions

#22ROCKLAND TRUST COPassive

Some overlap · 7 shared positions

$TJX $NEE $PEP $TMO $BLK $ECL

$2.5B

317 positions

#23CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 5 shared positions

$DE $MCD $NEE $PEP $BLK

$1.1B

157 positions

#24WELCH & FORBES LLCActive

Some overlap · 6 shared positions

$SYK $TJX $MDY $MCD $ECL $NEE

$8.2B

388 positions

#25Cohen Capital Management, Inc.Active

Some overlap · 5 shared positions

$DE $SYK $NEE $PEP $TMO

$735M

152 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.