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 WELCH & FORBES

13F Portfolio OverlapQ1 2026WELCH & FORBES portfolio →

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Most similar hedge funds by 13F overlap

WELCH & FORBES LLC is an institutional investor managing $7.7B across 368 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 WELCH & FORBES are Bath Savings, HOWLAND, Investment Services of America,, with shared positions in $SYK, $ECL, $TJX, $DHR, $MCD, $IDXX. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive

Notable overlap · 10 shared positions

$SYK $ECL $TJX $DHR $MCD $IDXX

$936M

168 positions

#2HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$ORLY $SYK $ECL $TJX $DHR $CB

$2.5B

262 positions

#3Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$SYK $ECL $TJX $DHR $IDXX $RMD

$958M

80 positions

#4Pollock Investment Advisors, LLC

Notable overlap · 6 shared positions

$ORLY $TJX $ECL $SYK $ABT $MDY

$136M

40 positions

#5Marble Harbor Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$ORLY $ECL $IDXX $SYK $IRM $ABT

$923M

192 positions

#6Osprey Private Wealth LLCActive

Notable overlap · 7 shared positions

$ECL $TJX $MCD $DHR $SYK $ROP

$345M

77 positions

#7Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$SYK $CB $TJX $MCD $ABT $NEE

$446M

104 positions

#8Williams Jones Wealth Management, LLC.Active

Notable overlap · 6 shared positions

$ECL $TJX $ORLY $IDXX $DHR $MTD

$8.1B

514 positions

#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 6 shared positions

$SYK $CB $DHR $ABT $AJG $NEE

$2.1B

122 positions

#10L. Roy Papp & Associates, LLPActive

Some overlap · 4 shared positions

$ORLY $SYK $ECL $MTD

$867M

184 positions

#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$SYK $TJX $DHR $ABT $IDXX $ORLY

$10.0B

560 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$SYK $CB $TJX $MCD $ABT

$321M

110 positions

#13WOODSTOCK CORPActive

Some overlap · 5 shared positions

$ORLY $IDXX $ECL $ABT $NEE

$1.1B

156 positions

#14Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$CB $DHR $ECL $TJX $ABT $NEE

$110M

226 positions

#15Tandem Investment Advisors, Inc.Active

Some overlap · 8 shared positions

$SYK $MCD $RMD $ABT $ROP $NEE

$2.0B

83 positions

#16MIDDLETON & CO INC/MAActive

Some overlap · 6 shared positions

$ORLY $DHR $SYK $ECL $IDXX $NEE

$877M

164 positions

#17Harbour Trust & Investment Management CoActive

Some overlap · 6 shared positions

$SYK $TJX $MCD $MDY $NEE $ECL

$943M

155 positions

#18NEW VERNON INVESTMENT MANAGEMENT LLCActive

Some overlap · 6 shared positions

$ORLY $CB $TJX $AJG $SYK $ABT

$94M

39 positions

#19DEARBORN PARTNERS LLCActive

Some overlap · 7 shared positions

$SYK $MCD $ECL $WSO $ABT $AJG

$1.8B

269 positions

#20ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$SYK $TJX $MDY $MCD $ABT

$228M

90 positions

#21HALL LAURIE J TRUSTEEPassive

Some overlap · 5 shared positions

$SYK $TJX $DHR $VRTX $ABT

$283M

104 positions

#22SOMERVILLE KURT FPassive

Some overlap · 6 shared positions

$TJX $DHR $VRTX $ABT $ORLY $NEE

$379M

91 positions

#23Long Road Investment Counsel, LLCActive

Some overlap · 3 shared positions

$ORLY $SYK $IDXX

$255M

78 positions

#24Stillwater Wealth Management GroupPassive

Some overlap · 5 shared positions

$SYK $TJX $CB $MCD $NEE

$162M

77 positions

#25Liberty Capital Management, Inc.

Some overlap · 6 shared positions

$DHR $ECL $MCD $CB $SYK $ABT

$537M

180 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.