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Hedge Funds Similar to CABOT WEALTH

13F Portfolio OverlapQ1 2026CABOT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

CABOT WEALTH MANAGEMENT INC is an institutional investor managing $869M across 139 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CABOT WEALTH are JACOBSON & SCHMITT ADVISORS,, ALTA /, FIGURE 8 INVESTMENT STRATEGIES, with shared positions in $APH, $MELI, $FDX, $HDB, $DHR, $ASML. The full ranking of 25 similar funds is below.

#1JACOBSON & SCHMITT ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$APH$MELI$FDX$HDB$DHR$ASML
$551M
78 positions
#2ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 6 shared positions
$APH$TJX$MELI$CTAS$ASML$DPZ
$1.3B
100 positions
#3FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 6 shared positions
$TJX$SONY$DIS$DHR$HDB$ASML
$102M
56 positions
#4HALL LAURIE J TRUSTEEPassive
Notable overlap · 4 shared positions
$APH$TJX$ROK$DHR
$283M
104 positions
#5Birch Hill Investment Advisors LLCActive
Notable overlap · 4 shared positions
$APH$TJX$ROK$ASML
$2.2B
195 positions
#6HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$APH$TJX$CTAS$DHR
$407M
49 positions
#7Baker Chad RActive
Notable overlap · 4 shared positions
$APH$ROK$TJX$DHR
$530M
56 positions
#8Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$TJX$APH$DIS$CTAS$DHR
$20.5B
78 positions
#9Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$TJX$VZ$ROK$AMT$DIS
$417M
212 positions
#10HARDING LOEVNER LPActive
Some overlap · 5 shared positions
$MELI$HDB$SONY$APH$ASML
$9.7B
73 positions
#11HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$TJX$APH$DHR$MELI
$2.5B
262 positions
#12Elefante Mark BPassive
Some overlap · 5 shared positions
$TJX$ROK$DHR$ASML$APH
$182M
58 positions
#13DAVIS R M INCActive
Some overlap · 5 shared positions
$APH$TJX$DHR$AMT$ASML
$5.6B
273 positions
#14Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$TJX$DIS$SYY$CTAS$CDW
$260M
197 positions
#15ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$APH$TJX$DIS$VZ$ASML
$1.7B
86 positions
#16Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$FDX$TJX$SYY
$267M
33 positions
#17ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$MELI$HDB$ASML
$723M
93 positions
#18SOMERVILLE KURT FPassive
Some overlap · 4 shared positions
$TJX$ROK$DHR$ASML
$379M
91 positions
#19Delaney Dennis RPassive
Some overlap · 4 shared positions
$TJX$ROK$DHR$ASML
$282M
60 positions
#20Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$TJX$MELI$SONY$ASML
$271M
35 positions
#21Focused Investors LLCActive
Some overlap · 3 shared positions
$FDX$TJX$DIS
$3.1B
22 positions
#22Broderick Brian CActive
Some overlap · 4 shared positions
$TJX$ROK$DHR$ASML
$542M
95 positions
#23ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$APH$TJX$MELI$ASML
$59.5B
102 positions
#24AXIOM INVESTORS LLC /DEActive
Some overlap · 5 shared positions
$APH$TJX$DHR$CTAS$ASML
$9.0B
121 positions
#25PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$TJX$ROK$DHR$ASML
$343M
67 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.