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 Destination Wealth

13F Portfolio OverlapQ1 2026Destination Wealth portfolio →

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Most similar hedge funds by 13F overlap

Destination Wealth Management is an institutional investor managing $3.9B across 327 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 Destination Wealth are Minot DeBlois Advisors, ROFFMAN MILLER ASSOCIATES /PA/, JOHNSON INVESTMENT COUNSEL, with shared positions in $TJX, $ADI, $ASML, $AXP, $MKL, $VZ. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Notable overlap · 10 shared positions

$TJX $ADI $ASML $AXP $MKL $VZ

$110M

226 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 10 shared positions

$TJX $ASML $AXP $VZ $DIS $MCD

$1.7B

86 positions

#3JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 7 shared positions

$TJX $ADI $WM $MKL $ABT $MCD

$12.4B

810 positions

#4BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 8 shared positions

$ADI $ECL $DIS $MCD $ABT $SYK

$134M

211 positions

#5DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 7 shared positions

$CL $WM $DIS $PFE $ABT $COF

$16.0B

187 positions

#6Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$TJX $ASML $WM $ICE $ABT $ORLY

$1.4B

170 positions

#7Piscataqua Savings BankPassive

Some overlap · 7 shared positions

$TJX $AXP $WM $MCD $CL $SYK

$142M

416 positions

#8Osprey Private Wealth LLCActive

Some overlap · 7 shared positions

$TJX $VZ $ECL $DIS $MCD $SYK

$345M

77 positions

#9Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$CL $TJX $AXP $MCD $ABT $SYK

$446M

104 positions

#10Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$TJX $ADI $ASML $MKL $ABT $TMO

$2.0B

267 positions

#11Midway Capital Research & ManagementPassive

Some overlap · 8 shared positions

$ADI $DIS $MCD $PFE $WT $SYK

$106M

117 positions

#12ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CL $TJX $ADI $ASML $ECL

$723M

93 positions

#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$TJX $ADI $ASML $WM $ABT $TMO

$7.8B

1,278 positions

#14EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 7 shared positions

$ADI $AXP $MCD $AFL $SYK $ORLY

$201M

140 positions

#15PARK NATIONAL CORP /OH/Passive

Some overlap · 6 shared positions

$TJX $ADI $WM $MCD $ICE $WT

$3.3B

381 positions

#16DoubleLine ETF Adviser LPPassive

Some overlap · 7 shared positions

$TJX $VZ $DIS $MCD $ABT $PFE

$263M

176 positions

#17Covea FinanceActive

Some overlap · 6 shared positions

$TJX $ADI $AXP $WM $ABT $TMO

$2.9B

146 positions

#18Baker Chad RActive

Some overlap · 6 shared positions

$TJX $ADI $WM $ABT $CL $SYK

$530M

56 positions

#19ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Some overlap · 7 shared positions

$ASML $AXP $ICE $SYK $ECL $ORLY

$584M

366 positions

#20SOMERVILLE KURT FPassive

Some overlap · 6 shared positions

$TJX $ADI $AXP $ABT $ASML $ORLY

$379M

91 positions

#21Chesley Taft & Associates LLCPassive

Some overlap · 7 shared positions

$AXP $WM $ABT $MKL $SYK $COF

$2.4B

370 positions

#22LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 7 shared positions

$TJX $ABT $ASML $SYK $ADI $TMO

$10.0B

560 positions

#23Marble Harbor Investment Counsel, LLCActive

Some overlap · 7 shared positions

$ECL $DIS $PFE $ABT $MCD $SYK

$923M

192 positions

#24Liberty Capital Management, Inc.

Some overlap · 7 shared positions

$ECL $MCD $ABT $ASML $AFL $SYK

$537M

180 positions

#25NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ADI $CL $ECL $MCD $ABT $SYK

$367M

141 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.