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 OverlapQ1 2026Chesley Taft & Associates portfolio →

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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 Q1 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 Ramsay, Stattman, Vela & Price,, WOODLEY FARRA MANION PORTFOLIO, Sky Investment Group, with shared positions in $DHR, $SYK, $ABT, $PANW, $KO, $TMO. The full ranking of 25 similar funds is below.

#1Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$DHR $SYK $ABT $PANW $KO $TMO

$506M

79 positions

#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$DHR $SYK $CB $ABT $HON $ACN

$2.1B

122 positions

#3Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$DHR $AXP $ABT $SYK $KO $TMO

$583M

140 positions

#4HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$DHR $SYK $CB $APH $TMO $MKL

$2.5B

262 positions

#5Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$DHR $CB $AXP $ABT $MKL $ACN

$110M

226 positions

#6DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$DHR $SYK $CB $PANW $WM $TMO

$117M

106 positions

#7ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$SYK $CB $APH $AXP $HON $TMO

$1.7B

86 positions

#8MCDANIEL TERRY & COActive

Some overlap · 7 shared positions

$SYK $APH $HON $KO $TMO $ITW

$1.2B

81 positions

#9Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$SYK $CB $AXP $ABT $HON $KO

$446M

104 positions

#10LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 6 shared positions

$SYK $CB $AXP $ABT $ITW $ACN

$260M

101 positions

#11JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 8 shared positions

$DHR $APH $WM $KO $ABT $MKL

$12.4B

810 positions

#12Liberty Capital Management, Inc.

Some overlap · 7 shared positions

$DHR $ABT $CB $SYK $TMO $ITW

$537M

180 positions

#13LaFleur & Godfrey LLCActive

Some overlap · 6 shared positions

$SYK $APH $AXP $ABT $HON $TMO

$803M

141 positions

#14FLOSSBACH VON STORCH SEActive

Some overlap · 6 shared positions

$DHR $APH $ABT $TMO $ACN $SYK

$21.4B

109 positions

#15Dundas Partners LLPActive

Some overlap · 6 shared positions

$SYK $APH $AXP $ABT $TMO $ACN

$1.3B

49 positions

#16ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Some overlap · 6 shared positions

$SYK $PANW $AXP $TMO $ITW $ACN

$584M

366 positions

#17BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$SYK $CB $ABT $ITW $ACN $APH

$321M

110 positions

#18PARNASSUS INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$DHR $SYK $AZO $WM $TMO

$34.1B

135 positions

#19WORMSER FRERES GESTIONActive

Some overlap · 6 shared positions

$DHR $SYK $PANW $TMO $ABT $ACN

$139M

42 positions

#20HALL LAURIE J TRUSTEEPassive

Some overlap · 5 shared positions

$SYK $DHR $APH $ABT $WM

$283M

104 positions

#21Family Legacy Financial Solutions, LLCActive

Some overlap · 4 shared positions

$DHR $SYK $PANW $WM

$124M

44 positions

#22COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 6 shared positions

$SYK $APH $TMO $ITW $ACN $PANW

$1.7B

87 positions

#23Baker Chad RActive

Some overlap · 5 shared positions

$DHR $SYK $APH $ABT $WM

$530M

56 positions

#24InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$CB $DHR $PANW $SYK $WM

$175M

108 positions

#25TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$SYK $DHR $ABT $WM $COF

$200M

110 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.