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Hedge Funds Similar to HOWLAND

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

HOWLAND CAPITAL MANAGEMENT LLC is an institutional investor managing $2.8B across 278 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 HOWLAND are Broad Run Investment ,, AVITY INVESTMENT, WELCH & FORBES, with shared positions in $MKL, $DHR, $ORLY, $TDG, $HLT, $TJX. The full ranking of 25 similar funds is below.

#1Broad Run Investment Management, LLCSmart money
Notable overlap · 5 shared positions
$MKL$DHR$ORLY$TDG$HLT
$568M
24 positions
#2AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 7 shared positions
$TJX$APH$ECL$TMO$NOW$MELI
$1.4B
114 positions
#3WELCH & FORBES LLCActive
Notable overlap · 8 shared positions
$ORLY$SYK$ECL$TJX$DHR$CB
$7.7B
368 positions
#4Bath Savings Trust CoActive
Notable overlap · 8 shared positions
$TJX$ECL$SYK$WSO$DHR$IDXX
$936M
168 positions
#5LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 8 shared positions
$TJX$DHR$SYK$TMO$NOW$ADP
$10.0B
560 positions
#6Capital Investment Services of America, Inc.Active
Notable overlap · 6 shared positions
$TJX$DHR$ECL$SYK$NOW$IDXX
$958M
80 positions
#7Williams Jones Wealth Management, LLC.Active
Notable overlap · 8 shared positions
$TJX$ECL$ORLY$APH$IDXX$DHR
$8.1B
514 positions
#8Watershed Asset Management, L.L.C.Passive
Notable overlap · 4 shared positions
$MKL$DHR$TMO$MELI
$96M
118 positions
#9WestEnd Advisors, LLCActive
Notable overlap · 5 shared positions
$MKL$CB$TMO$TJX$REGN
$4.1B
391 positions
#10OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$MKL$TMO$DHR$MELI
$1.9B
197 positions
#11Saranac Partners LtdPassive
Notable overlap · 5 shared positions
$TJX$DHR$ECL$NOW$TEL
$234M
103 positions
#12Lincoln Capital LLCActive
Notable overlap · 5 shared positions
$MKL$DHR$CB$APH$ECL
$528M
135 positions
#13South Street Advisors LLCActive
Notable overlap · 5 shared positions
$TJX$APH$ORLY$NOW$HLT
$690M
83 positions
#14Regency Capital Management Inc.\DEPassive
Notable overlap · 3 shared positions
$MKL$APH$CB
$224M
60 positions
#15Osprey Private Wealth LLCActive
Notable overlap · 6 shared positions
$TJX$ECL$TMO$REGN$DHR$SYK
$345M
77 positions
#16Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$TJX$APH$DHR$ECL$UBER
$193M
50 positions
#17MeadowBrook Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$MKL$SYK$TMO$ADP
$113M
186 positions
#18Stony Point Wealth Management Inc.Passive
Notable overlap · 3 shared positions
$MKL$TJX$MELI
$252M
96 positions
#19Rockbridge Capital Management LLCActive
Notable overlap · 3 shared positions
$MKL$ORLY$KNSL
$149M
27 positions
#20CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$APH$ORLY$SYK$TMO$IDXX$ADP
$405M
73 positions
#21Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$DHR$ECL$TMO$AWK
$8.8B
42 positions
#22FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$DHR$CB
$342M
115 positions
#23Suncoast Equity ManagementActive
Notable overlap · 7 shared positions
$TJX$SYK$NOW$APH$ADP$UBER
$833M
101 positions
#24Baker Chad RActive
Notable overlap · 6 shared positions
$APH$DHR$TJX$SYK$ADP$UBER
$530M
56 positions
#25Railway Pension Investments LtdActive
Notable overlap · 7 shared positions
$SYK$APH$ORLY$TMO$NOW$IDXX
$7.0B
103 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.