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 Chesley Taft & Associates

13F Portfolio OverlapQ2 2026Chesley Taft & Associates portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Chesley Taft & Associates LLC is an institutional investor managing $2.6B across 369 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Chesley Taft & Associates are ROFFMAN MILLER ASSOCIATES, HENDLEY, LETSON INVESTMENT, with shared positions in $SYK, $APH, $CB, $AXP, $PEP, $TMO. The full ranking of 25 similar funds is below.

#1ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$SYK $APH $CB $AXP $PEP $TMO

$1.9B

88 positions

#2HENDLEY & CO INCActive

Notable overlap · 9 shared positions

$APH $SYK $ABT $PEP $AZO $AZN

$283M

47 positions

#3LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$SYK $CB $AXP $ABT $PEP $ITW

$273M

104 positions

#4EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 8 shared positions

$CB $SYK $AXP $TMO $C $AZO

$808M

156 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SYK $CB $APH $ABT $PEP $ITW

$346M

113 positions

#6LaFleur & Godfrey LLCPassive

Notable overlap · 7 shared positions

$SYK $APH $AXP $TMO $ABT $PEP

$842M

149 positions

#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ABT $CB $PEP $TMO $WM $ITW

$8.0B

1,334 positions

#8Dundas Partners LLPActive

Notable overlap · 6 shared positions

$SYK $APH $AXP $ABT $TMO $CRM

$1.4B

31 positions

#9MeadowBrook Investment Advisors LLCPassive

Some overlap · 8 shared positions

$SYK $AXP $TMO $WFC $PEP $ITW

$126M

196 positions

#10Coign Capital Advisors LLCActive

Some overlap · 6 shared positions

$APH $CB $AXP $C $TMO $UBER

$222M

88 positions

#11Destination Wealth ManagementPassive

Some overlap · 7 shared positions

$AXP $ABT $SYK $COF $TMO $WM

$4.3B

344 positions

#12DAVIS-REA LTD.Active

Some overlap · 6 shared positions

$SYK $CB $ABT $TMO $WFC $DIS

$351M

45 positions

#13Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$CB $AXP $ABT $PEP $DIS $UNP

$116M

240 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$CB $SYK $AXP $PEP $ABT $UNP

$467M

118 positions

#15CHAPMAN FINANCIAL GROUP, LLCPassive

Some overlap · 8 shared positions

$PEP $C $TMO $ITW $UBER $WM

$150M

260 positions

#16FLOSSBACH VON STORCH SEActive

Some overlap · 5 shared positions

$SYK $APH $ABT $PEP $TMO

$22.1B

106 positions

#17CONNORS INVESTOR SERVICES INCPassive

Some overlap · 6 shared positions

$CB $SYK $AXP $PEP $WM $WFC

$1.2B

153 positions

#18Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 6 shared positions

$SYK $ABT $PEP $TMO $ITW $DIS

$562M

84 positions

#19Cornerstone Investment Partners, LLCActive

Some overlap · 5 shared positions

$SYK $CB $AXP $TMO $AZO

$3.0B

312 positions

#20Reynders McVeigh Capital Management, LLC

Some overlap · 5 shared positions

$SYK $APH $ABT $WM $UBER

$2.0B

195 positions

#21Evelyn Partners Investment Management Services Ltd

Some overlap · 6 shared positions

$SYK $CB $TMO $AZN $APH $DIS

$850M

281 positions

#22ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$APH $C $PEP $TMO $UBER $DIS

$1.7B

652 positions

#23ANB BANKPassive

Some overlap · 7 shared positions

$SYK $ABT $PEP $ITW $TMO $WM

$268M

127 positions

#24SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 6 shared positions

$SYK $AXP $ABT $UBER $WFC $UNP

$1.5B

160 positions

#25Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$SYK $ABT $PEP $ITW $WFC $UNP

$170M

121 positions

Compare Chesley Taft & Associates’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 Chesley Taft & Associates’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.