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Hedge Funds Similar to Ipswich Investment

13F Portfolio OverlapQ2 2026Ipswich Investment portfolio →
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Most similar hedge funds by 13F overlap

Ipswich Investment Management Co., Inc. is an institutional investor managing $474M across 190 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 Ipswich Investment are Wilkinson Global Asset, Stokes Advisors, BARTLETT & WEALTH, with shared positions in $TXN, $PGR, $TJX, $WSO, $LIN, $AMGN. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Notable overlap · 6 shared positions
$TXN$PGR$TJX$WSO$LIN$AMGN
$1.3B
62 positions
#2Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TXN$TJX$LIN$CB$MRSH$OKE
$467M
118 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$ASML$TJX$LIN$AMGN$CB$PEP
$8.0B
1,334 positions
#4ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$ASML$TXN$TJX$CB$PEP
$1.9B
88 positions
#5ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ASML$TJX$LIN$CB$NVS
$713M
97 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$TXN$TJX$LIN$CB$NVS$PEP
$767M
184 positions
#7STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 4 shared positions
$ASML$PGR$TJX$LIN
$918M
75 positions
#8Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ASML$TXN$TJX$AMGN
$170M
61 positions
#9Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$ASML$LIN$PGR$CB$TXN
$452M
134 positions
#10First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$TXN$PGR$TJX$LIN
$499M
126 positions
#11FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$ASML$TJX$PGR$LIN
$1.7B
208 positions
#12BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TXN$TJX$AMGN$CB$PEP
$346M
113 positions
#13BankPlus Trust DepartmentActive
Some overlap · 5 shared positions
$PGR$TXN$AMGN$TJX$OKE
$428M
470 positions
#14Greenfield Seitz Capital Management, LLCPassive
Some overlap · 6 shared positions
$ASML$TXN$OKE$LIN$CMI$NVS
$336M
107 positions
#15Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ASML$TJX$LIN$CMI$PEP
$2.3B
275 positions
#16Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$TXN$PGR$AMGN$MRSH
$754M
41 positions
#17Eldred Rock Partners, LLCActive
Some overlap · 5 shared positions
$ASML$TXN$CMI$NVS$PEP
$465M
29 positions
#18Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$AMGN$ASML$TXN$WSO$CMI
$710M
193 positions
#19Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$TXN$AMGN$PEP
$272M
72 positions
#20Saturna Capital CORPActive
Some overlap · 5 shared positions
$ASML$TJX$TXN$LIN$NVS
$8.2B
140 positions
#21TORRAY LLCActive
Some overlap · 5 shared positions
$TXN$AMGN$OKE$MRSH$PEP
$741M
91 positions
#22Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$TJX$CB$NVS$PEP
$116M
240 positions
#23DJE Kapital AGActive
Some overlap · 4 shared positions
$ASML$TJX$LIN$AMRZ
$5.3B
124 positions
#24ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$ASML$AMGN$CB$TJX$CMI
$2.8B
914 positions
#25FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$ASML$TXN$PGR$CB
$42.5B
300 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.