How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CABOT WEALTH

13F Portfolio OverlapQ2 2026CABOT WEALTH portfolio →

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Most similar hedge funds by 13F overlap

CABOT WEALTH MANAGEMENT INC is an institutional investor managing $982M across 142 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 CABOT WEALTH are Birch Hill Investment Advisors, JACOBSON & SCHMITT ADVISORS, ALTA, with shared positions in $APH, $ROK, $TJX, $ASML, $MELI, $FDX. The full ranking of 25 similar funds is below.

#1Birch Hill Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$APH $ROK $TJX $ASML

$2.4B

219 positions

#2JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$APH $MELI $FDX $ASML $FDXF $IDXX

$612M

81 positions

#3ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 5 shared positions

$APH $MELI $TJX $ASML $CTAS

$1.2B

215 positions

#4Baker Chad RActive

Notable overlap · 3 shared positions

$APH $ROK $TJX

$612M

52 positions

#5Reynders McVeigh Capital Management, LLCActive

Notable overlap · 3 shared positions

$ROK $APH $TJX

$2.3B

196 positions

#6HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$APH $TJX $CTAS

$410M

53 positions

#7HALL LAURIE J TRUSTEEPassive

Notable overlap · 3 shared positions

$APH $ROK $TJX

$314M

98 positions

#8JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$APH $TJX $KLAC

$740M

68 positions

#9Ayrshire Capital Management LLCPassive

Notable overlap · 3 shared positions

$APH $TJX $KLAC

$219M

50 positions

#10Portland Global Advisors LLCActive

Notable overlap · 6 shared positions

$ROK $FDX $MELI $FDXF $IDXX $APH

$1.1B

154 positions

#11DAVIS R M INCActive

Notable overlap · 5 shared positions

$APH $TJX $ASML $AMT $IDXX

$6.3B

280 positions

#12Perennial Advisors, LLCPassive

Notable overlap · 5 shared positions

$APH $FDX $DIS $TJX $ASML

$669M

137 positions

#13AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$APH $TJX $MELI

$1.6B

120 positions

#14PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$APH $TJX $ASML $ROK

$837M

90 positions

#15Bill Few Associates, Inc.Passive

Notable overlap · 5 shared positions

$TJX $ROK $VZ $AMT $DIS

$485M

234 positions

#16Strong Retirement Solutions LLCPassive

Notable overlap · 4 shared positions

$APH $CHE $AMT $CTAS

$178M

84 positions

#17JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$APH $TJX $KLAC $CTAS $IDXX

$4.1B

83 positions

#18Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$APH $CTAS $KLAC $TJX

$2.9B

215 positions

#19RENAISSANCE GROUP LLCPassive

Notable overlap · 5 shared positions

$APH $KLAC $ROK $CDW $TJX

$2.5B

234 positions

#20FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$TJX $DIS $ASML $SONY $MELI

$118M

56 positions

#21Mandatum Life Insurance Co LtdSmart money

Notable overlap · 3 shared positions

$ROK $TJX $DIS

$540M

90 positions

#22Bristol Gate Capital Partners Inc.Active

Notable overlap · 3 shared positions

$APH $CTAS $KLAC

$1.4B

33 positions

#23HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$APH $TJX $MELI $IDXX

$2.9B

286 positions

#24Alcosta Capital Management, Inc.Active

Some overlap · 3 shared positions

$APH $TJX $KLAC

$148M

22 positions

#25Lord & Richards Wealth Management, LLCActive

Some overlap · 3 shared positions

$APH $CHE $AMT

$131M

80 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.