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 NICHOLS & PRATT ADVISERS LLP /MA

13F Portfolio OverlapQ1 2026NICHOLS & PRATT ADVISERS LLP /MA portfolio →

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Most similar hedge funds by 13F overlap

NICHOLS & PRATT ADVISERS LLP /MA is an institutional investor managing $1.5B across 105 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 NICHOLS & PRATT ADVISERS LLP /MA are NORTHSTAR ASSET, Long Road Investment Counsel,, MCDANIEL TERRY &, with shared positions in $TJX, $ADP, $LIN, $INTU, $SYK, $NVO. The full ranking of 25 similar funds is below.

#1NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TJX $ADP $LIN $INTU $SYK $NVO

$326M

86 positions

#2Long Road Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$ADP $FAST $TMO $APD $SYK $INTU

$255M

78 positions

#3MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$ADP $KO $INTU $TMO $APD $SYK

$1.2B

81 positions

#4Clark & Stuart, IncActive

Notable overlap · 7 shared positions

$ADP $FAST $APD $SYK $KO $MDT

$148M

49 positions

#5CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$FAST $LIN $KMI $TJX $SO $SYK

$6.4B

290 positions

#6COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$FAST $ADP $LIN $TMO $SYK $ACN

$1.7B

87 positions

#7Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$TJX $KO $TMO $SYK $APD $MDT

$336M

46 positions

#8LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$TJX $TMO $INTU $ADP $SNPS $SYK

$10.0B

560 positions

#9BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

$VZ $FAST $KO $ADP $APD $ACN

$222M

34 positions

#10Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$ADP $VZ $LIN $SO $APD

$199M

40 positions

#11CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$TJX $LIN $KMI $TMO $ADP $MDT

$739M

164 positions

#12R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$ADP $KMI $KO $LIN

$172M

38 positions

#13Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$ADP $KO $LIN $TMO $SYK $APD

$506M

79 positions

#14CINCINNATI CASUALTY COActive

Notable overlap · 5 shared positions

$ADP $TJX $TMO $APD $ACN

$191M

24 positions

#15Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$KMI $LIN $KO $ADP $SYK $ACN

$974M

782 positions

#16Bath Savings Trust CoActive

Notable overlap · 5 shared positions

$TJX $ADP $INTU $SYK $KO

$936M

168 positions

#17DJE Kapital AGActive

Notable overlap · 4 shared positions

$TJX $VZ $LIN $INTU

$4.5B

113 positions

#18HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$TJX $ADP $INTU $APD

$407M

49 positions

#19Cohen Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$KMI $VZ $KO $TMO $INTU

$210M

79 positions

#20Stokes Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$TJX $KO $LIN $SYK

$446M

104 positions

#21CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$LIN $ADP $TMO $INTU $APD $SYK

$405M

73 positions

#22Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$TJX $LIN $KO $TMO $SNPS

$353M

78 positions

#23NICHOLAS COMPANY, INC.Active

Notable overlap · 7 shared positions

$TJX $TMO $FAST $KO $SYK $SNPS

$5.1B

203 positions

#24Hendershot Investments Inc.Active

Notable overlap · 5 shared positions

$TJX $ADP $FAST $SYK $ACN

$744M

129 positions

#25ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$TJX $ADP $LIN

$723M

93 positions

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View NICHOLS & PRATT ADVISERS LLP /MA’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.