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 PUZO MICHAEL J

13F Portfolio OverlapQ1 2026PUZO MICHAEL J portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PUZO MICHAEL J is an institutional investor managing $343M across 67 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 PUZO MICHAEL J are Elefante Mark B, Delaney Dennis R, SOMERVILLE KURT F, with shared positions in $ADI, $TJX, $AMD, $ABT, $ROK, $DHR. The full ranking of 25 similar funds is below.

#1Elefante Mark BPassive

Highly similar · 21 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$182M

58 positions

#2Delaney Dennis RPassive

Substantial overlap · 21 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$282M

60 positions

#3SOMERVILLE KURT FPassive

Substantial overlap · 20 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$379M

91 positions

#4Hemenway Trust Co LLCActive

Substantial overlap · 19 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$1.2B

135 positions

#5Dempze Nancy EPassive

Substantial overlap · 18 shared positions

$ADI $TJX $ABT $AMAT $ROK $AMD

$182M

92 positions

#6Notis-McConarty EdwardActive

Substantial overlap · 17 shared positions

$ADI $AMD $TJX $ROK $AMAT $ABT

$219M

68 positions

#7Kidder Stephen WPassive

Substantial overlap · 18 shared positions

$ADI $TJX $AMD $ABT $ROK $ADP

$340M

76 positions

#8Broderick Brian CActive

Substantial overlap · 18 shared positions

$ADI $TJX $AMD $ROK $ABT $DHR

$542M

95 positions

#9Baker Chad RActive

Substantial overlap · 12 shared positions

$ADI $AMD $ROK $XYL $DHR $ABT

$530M

56 positions

#10HALL LAURIE J TRUSTEEPassive

Substantial overlap · 12 shared positions

$TJX $AMAT $ADI $ABT $ROK $DHR

$283M

104 positions

#11Dundas Partners LLPActive

Notable overlap · 5 shared positions

$ADI $ABT $AMAT $ADP $AXP

$1.3B

49 positions

#12LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TJX $DHR $ABT $CNI $ADP $FISV

$10.0B

560 positions

#13NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$TJX $ADP $XYL $CNI $AMD $DHR

$326M

86 positions

#14Birch Hill Investment Advisors LLCActive

Notable overlap · 7 shared positions

$TJX $ROK $VRTX $ADI $FISV $ASML

$2.2B

195 positions

#15McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$AMD $ADI $AMAT $SCHW $ROK $ASML

$885M

121 positions

#16DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$ADI $DHR $XYL $SCHW $FISV

$611M

37 positions

#17Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ADI $TJX $AMD $AXP $SCHW $VRTX

$2.0B

162 positions

#18Saranac Partners LtdPassive

Notable overlap · 5 shared positions

$TJX $DHR $AMAT $UNH $FISV

$234M

103 positions

#19ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$112M

102 positions

#20ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$ADI $ABT $ADP $EMR

$853M

70 positions

#21Palestra Capital Management LLCActive

Notable overlap · 3 shared positions

$ADI $AMAT $DHR

$2.6B

23 positions

#22Bill Few Associates, Inc.Passive

Notable overlap · 6 shared positions

$TJX $AMAT $ROK $AXP $ABT $ADP

$417M

212 positions

#23HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$TJX $ADP $DHR $SCHW $NEE

$407M

49 positions

#24ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $WCN $ASML $EMR

$723M

93 positions

#25Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$ADI $DHR $AMAT $UNH $ASML $ABT

$910M

56 positions

Compare PUZO MICHAEL J’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PUZO MICHAEL J’s holdings

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.