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 OverlapQ2 2026Destination Wealth portfolio →

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Most similar hedge funds by 13F overlap

Destination Wealth Management is an institutional investor managing $4.3B across 344 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 Destination Wealth are Minot DeBlois Advisors, ROFFMAN MILLER ASSOCIATES, Banco de Sabadell, S.A, with shared positions in $ASML, $ADI, $TJX, $AXP, $ECL, $DIS. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Notable overlap · 10 shared positions

$ASML $ADI $TJX $AXP $ECL $DIS

$116M

240 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$ASML $AXP $AFL $TJX $MCD $SYK

$1.9B

88 positions

#3Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ASML $ADI $TJX $MCD $SYK $QCOM

$170M

61 positions

#4BROADWATER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

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

$138M

208 positions

#5NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 9 shared positions

$ASML $WM $TMO $TJX $AMT $ISRG

$2.7B

200 positions

#6LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 9 shared positions

$TJX $ASML $ABT $SYK $TMO $QCOM

$10.3B

565 positions

#7Liberty Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$ASML $ECL $AFL $MCD $SYK $TMO

$582M

184 positions

#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

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

$8.0B

1,334 positions

#9McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$ASML $ADI $QCOM $SYK $TMO $ISRG

$1.1B

137 positions

#10Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$ASML $AXP $QCOM $MCD $VZ $PFE

$968M

178 positions

#11Bill Few Associates, Inc.Passive

Notable overlap · 8 shared positions

$TJX $AXP $BX $ABT $VZ $AMT

$470M

227 positions

#12GRIFFIN ASSET MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$ASML $TJX $QCOM $AXP $DIS $BX

$949M

245 positions

#13ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ASML $ADI $TJX $ECL $CL

$713M

97 positions

#14JOHNSON INVESTMENT COUNSEL INCActive

Notable overlap · 7 shared positions

$ADI $ASML $TJX $WM $ABT $SYK

$13.7B

840 positions

#15SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$ADI $AXP $AFL $SYK $ABT $ISRG

$1.5B

160 positions

#16Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$TJX $ASML $QCOM $ECL $SYK $TMO

$206M

82 positions

#17CINCINNATI FINANCIAL CORPActive

Notable overlap · 7 shared positions

$ADI $TJX $QCOM $MCD $TMO $AMT

$5.2B

56 positions

#18SOMERVILLE KURT FActive

Notable overlap · 6 shared positions

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

$419M

97 positions

#19FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 6 shared positions

$ASML $TJX $AXP $MCD $SYK $ISRG

$1.7B

208 positions

#20DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$CL $WM $DIS $ABT $COF $TMO

$12.5B

186 positions

#21Osprey Private Wealth LLCPassive

Notable overlap · 7 shared positions

$TJX $ECL $DIS $MCD $SYK $TMO

$387M

88 positions

#22CINCINNATI INSURANCE COActive

Notable overlap · 6 shared positions

$ADI $TJX $ABT $MCD $QCOM $TMO

$6.9B

64 positions

#23Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $AXP $QCOM $MCD $SYK $ABT

$467M

118 positions

#24Dundas Partners LLPActive

Notable overlap · 6 shared positions

$ADI $AXP $ABT $ROST $SYK $TMO

$1.4B

31 positions

#25EADS & HEALD WEALTH MANAGEMENTPassive

Notable overlap · 7 shared positions

$ADI $AXP $AFL $SYK $ORLY $TMO

$204M

148 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.