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Hedge Funds Similar to HM PAYSON

13F Portfolio OverlapQ2 2026HM PAYSON portfolio →
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Most similar hedge funds by 13F overlap

HM PAYSON & CO is an institutional investor managing $7.5B across 1,139 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 HM PAYSON are ROFFMAN MILLER ASSOCIATES, Banco de Sabadell, S.A, Hamilton Point Investment Advisors, with shared positions in $ASML, $AME, $TJX, $TMO, $MCD, $GD. The full ranking of 25 similar funds is below.

#1ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 7 shared positions
$ASML$AME$TJX$TMO$MCD$GD
$1.9B
88 positions
#2Banco de Sabadell, S.APassive
Notable overlap · 7 shared positions
$ASML$TJX$TMO$NVT$AMGN$MCD
$170M
61 positions
#3Hamilton Point Investment Advisors, LLCPassive
Some overlap · 9 shared positions
$TJX$ASML$AMGN$HUBB$DHR$CMI
$710M
193 positions
#4Sandro Wealth Management LLCPassive
Some overlap · 6 shared positions
$ASML$TMO$TJX$SPGI$MCD$PH
$138M
103 positions
#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 6 shared positions
$ASML$TJX$NVT$SPGI$DHR$DE
$118M
56 positions
#6Miller Capital Partners, Inc.Active
Some overlap · 8 shared positions
$ASML$MPC$MCD$PH$TJX$AXP
$257M
258 positions
#7Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$ASML$TJX$TMO$AMGN$DHR$ETN
$345M
576 positions
#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ASML$TJX$TMO$AMGN$SPGI$DE
$8.0B
1,334 positions
#9ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$ASML$LHX$TMO$AMGN$DHR
$169M
64 positions
#10Sierra Legacy GroupPassive
Some overlap · 7 shared positions
$AME$TJX$TMO$DHR$PH$CMI
$129M
79 positions
#11NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$ASML$TMO$TJX$MCD$DHR$DE
$2.7B
200 positions
#12Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ASML$TJX$TMO$AME$CMI
$2.3B
275 positions
#13ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$ASML$TJX$TMO$AZO$SPGI$ETN
$1.3B
109 positions
#14DAVIS R M INCActive
Some overlap · 6 shared positions
$ASML$TJX$AME$TMO$DHR$ETN
$6.3B
280 positions
#15Martin Investment Management, LLCActive
Some overlap · 6 shared positions
$AME$LHX$TMO$AZO$AXP$ASML
$300M
47 positions
#16Regency Capital Management Inc.\DEPassive
Some overlap · 5 shared positions
$ASML$AME$HUBB$DHR$ETN
$251M
64 positions
#17Segment Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ASML$TJX$MPC$SPGI$MCD$PH
$1.9B
312 positions
#18Haverford Trust CoActive
Some overlap · 7 shared positions
$TJX$TMO$NVT$ASML$SPGI$MCD
$11.6B
424 positions
#19Michael Brady & Co., LLCActive
Some overlap · 8 shared positions
$TJX$LHX$MCD$DHR$PH$GD
$113M
58 positions
#20FIRST MANHATTAN CO. LLC.Active
Some overlap · 6 shared positions
$ASML$TMO$AZO$SPGI$DHR$AXP
$39.2B
742 positions
#21BKM Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ASML$LHX$AMGN$MPC$SPGI$MCD
$282M
148 positions
#22CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$LHX$TJX$TMO$SPGI$MCD$DE
$767M
184 positions
#23CogentBlue Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$ASML$TJX$LHX$DE$ETN
$175M
103 positions
#24Valley Brook Capital Group, Inc.Passive
Some overlap · 7 shared positions
$ASML$TJX$AMGN$MPC$TMO$MCD
$176M
120 positions
#25ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$ASML$AMGN$TJX$DHR$CMI$ETN
$2.8B
914 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.