What hedge funds are most similar to NORTHEAST INVESTMENT MANAGEMENT?

The funds with the most similar 13F portfolios to NORTHEAST INVESTMENT MANAGEMENT are Mirova US, Renaissance Investment Group, SOROS, based on overlapping conviction holdings in the latest SEC filings.

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 NORTHEAST INVESTMENT

13F Portfolio OverlapQ1 2026NORTHEAST INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

NORTHEAST INVESTMENT MANAGEMENT is an institutional investor managing $2.7B across 200 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 NORTHEAST INVESTMENT are Mirova US, Renaissance Investment Group, SOROS, with shared positions in $ISRG, $TMO, $LOW, $NEE, $WM, $DHR. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive

Notable overlap · 8 shared positions

$ISRG $TMO $LOW $NEE $WM $DHR

$8.8B

42 positions

#2Renaissance Investment Group LLCPassive

Notable overlap · 7 shared positions

$ISRG $TMO $NEE $DHR $UNP $TJX

$465M

81 positions

#3SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ASML $UNP $LOW $DHR $AMT $TJX

$230M

47 positions

#4BCV Asset Management Inc.Active

Notable overlap · 7 shared positions

$ASML $UNP $NEE $DHR $HUM $TJX

$2.9B

120 positions

#5Ironvine Capital Partners, LLCActive

Notable overlap · 8 shared positions

$UNP $TMO $LOW $DHR $ASML $HON

$910M

56 positions

#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $LOW $ASML $TMO $TJX $WM

$7.8B

1,278 positions

#7Wallington Asset Management, LLCActive

Notable overlap · 8 shared positions

$UNP $LOW $AMT $PANW $TJX $HON

$752M

61 positions

#8Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$UNP $ASML $DHR $NEE $TJX $HUM

$110M

226 positions

#9Haverford Trust CoActive

Notable overlap · 8 shared positions

$LOW $NEE $TMO $TJX $HON $HUM

$10.9B

419 positions

#10Smith, Salley & AssociatesPassive

Notable overlap · 6 shared positions

$ASML $LOW $TMO $NEE $TJX $UNP

$2.0B

267 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$UNP $TMO $NEE $DHR $TJX $HON

$506M

75 positions

#12Front Row Advisors LLCPassive

Notable overlap · 6 shared positions

$ON $ASML $ISRG $TJX $DHR $TMO

$296M

553 positions

#13BALDWIN WEALTH PARTNERS LLC/MAActive

Notable overlap · 7 shared positions

$ASML $NEE $WM $UNP $DHR $URI

$1.4B

222 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$UNP $WM $NEE $HUM $MCD $TJX

$280M

107 positions

#15BURNS J W & CO INC/NYActive

Notable overlap · 9 shared positions

$WM $HUM $MCD $ISRG $DHR $DE

$873M

183 positions

#16NIXON PEABODY TRUST COActive

Some overlap · 8 shared positions

$ASML $PANW $DHR $TJX $NEE $DE

$1.3B

161 positions

#17PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$LOW $NEE $DHR $MCD $TJX $HON

$412M

83 positions

#18Miller Capital Partners, Inc.Passive

Some overlap · 7 shared positions

$ASML $ON $HUM $MCD $HON $DE

$208M

262 positions

#19SFE Investment CounselPassive

Some overlap · 7 shared positions

$LOW $NEE $DHR $PANW $HON $URI

$635M

143 positions

#20YHB Investment Advisors, Inc.Passive

Some overlap · 8 shared positions

$TMO $DHR $TJX $URI $ISRG $NEE

$1.4B

298 positions

#21Security National BankPassive

Some overlap · 6 shared positions

$ASML $LOW $NEE $PANW $TMO $DE

$687M

411 positions

#22ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 6 shared positions

$ASML $TMO $WM $PANW $TJX $LOW

$1.3B

100 positions

#23DUNCKER STREETT & CO INCPassive

Some overlap · 7 shared positions

$TMO $LOW $DHR $PANW $TJX $ISRG

$526M

535 positions

#24Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$LOW $TMO $NEE $WM $TJX $HON

$336M

46 positions

#25Valley Brook Capital Group, Inc.Passive

Some overlap · 7 shared positions

$UNP $TMO $MCD $TJX $ASML $DE

$149M

112 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.