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Hedge Funds Similar to PLIMOTH

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

PLIMOTH TRUST CO LLC is an institutional investor managing $537M across 178 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 PLIMOTH are BARTLETT & WEALTH, BEESE FULMER INVESTMENT, Hamilton Point Investment Advisors, with shared positions in $CB, $ETN, $NEE, $DUK, $AMGN, $TJX. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$CB$ETN$NEE$DUK$AMGN$TJX
$8.0B
1,334 positions
#2BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$DELL$CB$ETN$MCD$TJX$LIN
$1.8B
356 positions
#3Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$DELL$ETN$NEE$AXP$AMGN$TJX
$710M
193 positions
#4Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$DELL$MCD$NEE$DUK$AMGN$TJX
$334M
127 positions
#5Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$CB$MCD$QCOM$NEE$AXP$TJX
$455M
118 positions
#6Sawyer & Company, IncPassive
Some overlap · 7 shared positions
$ETN$MCD$AXP$AMGN$CRM$TJX
$298M
199 positions
#7Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$MCD$NEE$AMGN$DUK
$863M
182 positions
#8Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$CB$ETN$NEE$AXP$TJX$AMGN
$657M
159 positions
#9Occidental Asset Management, LLCPassive
Some overlap · 5 shared positions
$DELL$QCOM$DUK$AMGN$CRM
$1.0B
328 positions
#10RWA WEALTH PARTNERS, LLCActive
Some overlap · 7 shared positions
$MCD$NEE$AXP$TJX$CB$LIN
$10.4B
645 positions
#11BEARING POINT CAPITAL, LLCPassive
Some overlap · 4 shared positions
$DELL$CB$ETN$AXP
$740M
203 positions
#12MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 5 shared positions
$DELL$ETN$NEE$AXP$TJX
$295M
184 positions
#13BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DELL$CB$MCD$QCOM
$2.5B
270 positions
#14ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$DELL$CB$MCD$AXP
$1.0B
121 positions
#15Miller Capital Partners, Inc.Active
Some overlap · 6 shared positions
$DELL$MCD$AXP$LIN$ETN$TJX
$257M
258 positions
#16Jefferson Bridge Capital, LLCPassive
Some overlap · 4 shared positions
$DELL$CB$DUK$CRM
$115M
53 positions
#17BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$CB$MCD$QCOM$DUK$AXP$AMGN
$504M
136 positions
#18Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ETN$MCD$QCOM$NEE$AMGN$TJX
$170M
61 positions
#19Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$MCD$QCOM$AMGN
$399M
113 positions
#20Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$DELL$ETN$AMGN$TJX
$187M
50 positions
#21Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$CB$QCOM$MCD$NEE$AXP$LIN
$113M
87 positions
#22CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$CB$ETN$DUK$AXP$TJX$LIN
$1.2B
153 positions
#23Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$DELL$MCD$DUK$CRM
$191M
70 positions
#24GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$ETN$MCD$QCOM$NEE$AMGN$TJX
$1.0B
267 positions
#25Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$CB$MCD$NEE$AXP$AMGN$LIN
$1.4B
275 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.