What hedge funds are most similar to SOMERVILLE KURT F?

The funds with the most similar 13F portfolios to SOMERVILLE KURT F are Elefante Mark B, Delaney Dennis R, Hemenway, 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 SOMERVILLE KURT F

13F Portfolio OverlapQ1 2026SOMERVILLE KURT F portfolio →

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Most similar hedge funds by 13F overlap

SOMERVILLE KURT F is an institutional investor managing $379M across 91 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 SOMERVILLE KURT F are Elefante Mark B, Delaney Dennis R, Hemenway, with shared positions in $ADI, $TJX, $AMD, $ABT, $ROK, $DHR. The full ranking of 25 similar funds is below.

#1Elefante Mark BPassive

Highly similar · 22 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$182M

58 positions

#2Delaney Dennis RPassive

Highly similar · 21 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$282M

60 positions

#3Hemenway Trust Co LLCActive

Substantial overlap · 20 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$1.2B

135 positions

#4PUZO MICHAEL JPassive

Substantial overlap · 20 shared positions

$ADI $TJX $AMD $ABT $ROK $DHR

$343M

67 positions

#5Dempze Nancy EPassive

Substantial overlap · 18 shared positions

$ADI $TJX $ABT $ROK $AMD $DHR

$182M

92 positions

#6Notis-McConarty EdwardActive

Substantial overlap · 16 shared positions

$ADI $AMD $TJX $ROK $ABT $ADP

$219M

68 positions

#7Broderick Brian CActive

Substantial overlap · 19 shared positions

$ADI $TJX $AMD $ROK $ABT $DHR

$542M

95 positions

#8Kidder Stephen WPassive

Substantial overlap · 17 shared positions

$ADI $TJX $AMD $ABT $ROK $ADP

$340M

76 positions

#9Baker Chad RActive

Substantial overlap · 12 shared positions

$ADI $AMD $ROK $XYL $DHR $ABT

$530M

56 positions

#10HALL LAURIE J TRUSTEEPassive

Notable overlap · 12 shared positions

$TJX $ADI $ABT $ROK $AMAT $DHR

$283M

104 positions

#11Dundas Partners LLPActive

Notable overlap · 5 shared positions

$ADI $ABT $ADP $AMAT $AXP

$1.3B

49 positions

#12LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 10 shared positions

$TJX $DHR $ABT $CNI $ADP $FISV

$10.0B

560 positions

#13Birch Hill Investment Advisors LLCActive

Notable overlap · 7 shared positions

$TJX $ROK $VRTX $ADI $FISV $ASML

$2.2B

195 positions

#14NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$TJX $ADP $XYL $CNI $AMD $DHR

$326M

86 positions

#15Minot DeBlois Advisors LLCPassive

Notable overlap · 11 shared positions

$AXP $ADI $DHR $TJX $ABT $ADP

$110M

226 positions

#16McGuire Investment Group, LLCActive

Notable overlap · 7 shared positions

$AMD $ADI $AMAT $SCHW $ASML $ROK

$885M

121 positions

#17Ironvine Capital Partners, LLCActive

Notable overlap · 8 shared positions

$ADI $DHR $AMAT $ORLY $ASML $UNH

$910M

56 positions

#18DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$ADI $DHR $XYL $SCHW $FISV

$611M

37 positions

#19Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ADI $TJX $AXP $AMD $SCHW $VRTX

$2.0B

162 positions

#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 9 shared positions

$ABT $DHR $ADP $NEE $ASML $CARR

$2.1B

122 positions

#21Phraction Management LLCActive

Notable overlap · 5 shared positions

$ADI $DHR $AMAT $ASML $HON

$483M

65 positions

#22HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$TJX $ADP $DHR $SCHW $NEE

$407M

49 positions

#23Bill Few Associates, Inc.Passive

Notable overlap · 7 shared positions

$TJX $AMAT $ROK $AXP $ABT $ADP

$417M

212 positions

#24ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $ASML $NVS $CRWD

$723M

93 positions

#25CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AMD $AMAT $AXP $SCHW $NEE $EOG

$180M

58 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.