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 GRANDFIELD & DODD,

13F Portfolio OverlapQ1 2026GRANDFIELD & DODD, portfolio →

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Most similar hedge funds by 13F overlap

GRANDFIELD & DODD, LLC is an institutional investor managing $1.8B across 209 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 GRANDFIELD & DODD, are Midway Research &, MAR VISTA INVESTMENT PARTNERS, CONFLUENCE INVESTMENT, with shared positions in $AMAT, $ADI, $SYK, $SNPS, $VRSK, $DIS. The full ranking of 25 similar funds is below.

#1Midway Capital Research & ManagementPassive

Notable overlap · 7 shared positions

$AMAT $ADI $SYK $SNPS $VRSK $DIS

$106M

117 positions

#2MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 6 shared positions

$ADI $GE $LIN $SYK $UL $MTD

$1000M

35 positions

#3CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ADI $CB $LIN $PAYX $GILD $SYK

$6.4B

290 positions

#4Candelo Capital Management LPPassive

Notable overlap · 4 shared positions

$ADI $AMAT $LIN $TDY

$121M

31 positions

#5Tenere Capital LLCActive

Notable overlap · 3 shared positions

$ADI $AMAT $GE

$136M

22 positions

#6Phraction Management LLCActive

Notable overlap · 5 shared positions

$ADI $LIN $AMAT $SNPS $TDY

$483M

65 positions

#7HALL LAURIE J TRUSTEEPassive

Notable overlap · 6 shared positions

$AMAT $ADI $SYK $NVS $UL $GE

$283M

104 positions

#8Dundas Partners LLPActive

Notable overlap · 3 shared positions

$AMAT $ADI $SYK

$1.3B

49 positions

#9Palestra Capital Management LLCActive

Notable overlap · 3 shared positions

$ADI $AMAT $LIN

$2.6B

23 positions

#10Tribune Investment Group LPActive

Notable overlap · 3 shared positions

$ADI $JCI $LIN

$261M

30 positions

#11NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 5 shared positions

$AMAT $LIN $VRSK $TRMB $SYK

$1.5B

139 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMAT $ADI $ITW $APD

$184M

32 positions

#13TRUSTCO BANK CORP N YPassive

Notable overlap · 4 shared positions

$AMAT $GE $DIS $JCI

$113M

71 positions

#14McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$AMAT $ADI $SYK $ITW

$885M

121 positions

#15Saturna Capital CORPActive

Notable overlap · 8 shared positions

$JCI $SYK $TRMB $ITW $LIN $NVS

$7.1B

148 positions

#16Bristol Gate Capital Partners Inc.Active

Notable overlap · 3 shared positions

$AMAT $GE $VRSK

$1.6B

31 positions

#17Cohen Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$AMAT $SYK $NVS $TDY $SNPS

$644M

154 positions

#18Glassy Mountain Advisors, Inc.Passive

Notable overlap · 4 shared positions

$AMAT $JCI $NVS $DIS

$322M

77 positions

#19TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 4 shared positions

$GE $AMAT $SYK $GEHC

$200M

110 positions

#20XN LPActive

Notable overlap · 3 shared positions

$AMAT $GE $JCI

$2.7B

23 positions

#21Somerset Trust CoPassive

Notable overlap · 6 shared positions

$ADI $LIN $ITW $CB $APD $PAYX

$326M

174 positions

#22PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$AMAT $LIN $SYK $SNPS $VRSK

$34.1B

135 positions

#23ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ADI $LIN $CB $NVS $UL

$723M

93 positions

#24William Allan CorpPassive

Notable overlap · 4 shared positions

$AMAT $PAYX $DIS $SYK

$169M

59 positions

#25Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$ITW $SYK $LIN $AMAT $DIS $APD

$506M

79 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.