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Hedge Funds Similar to J.P. Marvel Investment Advisors

13F Portfolio OverlapQ2 2026J.P. Marvel Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

J.P. Marvel Investment Advisors, LLC is an institutional investor managing $871M across 64 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 J.P. Marvel Investment Advisors are Karras Company, CHELSEA COUNSEL, Wealth Advisors of Tampa Bay, with shared positions in $GLW, $TMO, $DELL, $DE, $MMM, $AWK. The full ranking of 25 similar funds is below.

#1Karras Company, Inc.Active
Notable overlap · 4 shared positions
$GLW$TMO$DELL$DE
$110M
61 positions
#2CHELSEA COUNSEL COPassive
Notable overlap · 5 shared positions
$GLW$MMM$TMO$AWK$ABT
$236M
232 positions
#3Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 4 shared positions
$GLW$MMM$BMY$MDT
$327M
94 positions
#4Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$GLW$DE$EOG
$214M
33 positions
#5Hudson Value Partners, LLCPassive
Notable overlap · 4 shared positions
$GLW$TMO$DE$DELL
$399M
113 positions
#6Cornerstone Capital, Inc.Active
Notable overlap · 3 shared positions
$GLW$TMO$ABT
$1.1B
120 positions
#7Tufton Capital ManagementPassive
Notable overlap · 6 shared positions
$GLW$MMM$ABT$DHR$MDT$CARR
$596M
127 positions
#8Werlinich Asset Management, LLCActive
Notable overlap · 3 shared positions
$GLW$MS$DELL
$262M
58 positions
#9HARTLINE INVESTMENT CORP/Active
Notable overlap · 3 shared positions
$GLW$MS$DELL
$1.1B
115 positions
#10Fullerton Fund Management Co Ltd.Active
Notable overlap · 4 shared positions
$MS$GLW$MMM$DHR
$1.6B
119 positions
#11Insight Inv LLCPassive
Notable overlap · 3 shared positions
$GLW$MS$EOG
$212M
109 positions
#12Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 3 shared positions
$GLW$SHW$VRTX
$204M
67 positions
#13NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$GLW$EOG$ABT$MDT
$481M
161 positions
#14BDF-GESTIONActive
Some overlap · 3 shared positions
$MS$GLW$ABT
$747M
143 positions
#15CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLW$MS$BMY
$2.0B
76 positions
#16UNITED BANKActive
Some overlap · 4 shared positions
$GLW$EOG$ABT$AWK
$853M
130 positions
#17CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$GLW$DE$MDT
$1.6B
85 positions
#18BONNESS ENTERPRISES INCSmart money
Some overlap · 4 shared positions
$GLW$TMO$BMY$ABT
$310M
37 positions
#19Provident Investment Management, Inc.Active
Some overlap · 4 shared positions
$GLW$EOG$VRTX$ABT
$1.0B
89 positions
#20Nexus Investment Management ULCActive
Some overlap · 6 shared positions
$MS$TMO$EOG$MDT$GLW$DHR
$767M
72 positions
#21Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MS$TMO$DE$GLW$DHR
$72M
52 positions
#22BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$GLW$DE$VRTX
$4.1B
151 positions
#23First Citizens Financial CorpPassive
Some overlap · 3 shared positions
$GLW$MS$DE
$239M
139 positions
#24SS&H Financial Advisors, Inc.Passive
Some overlap · 5 shared positions
$GLW$BMY$SHW$DE$ABT
$391M
130 positions
#25Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$TMO$DE$GLW$DHR
$424M
49 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.