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 Boit C F David

13F Portfolio OverlapQ1 2026Boit C F David portfolio →

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Most similar hedge funds by 13F overlap

Boit C F David is an institutional investor managing $225M across 117 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 Boit C F David are LETSON INVESTMENT ,, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, Stokes Advisors,, with shared positions in $MCD, $BAC, $ADP, $SYK, $INTU, $ABT. The full ranking of 25 similar funds is below.

#1LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 10 shared positions

$MCD $BAC $ADP $SYK $INTU $ABT

$260M

101 positions

#2LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 11 shared positions

$INTU $SYK $ABT $PH $ADP $EOG

$10.0B

560 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$MCD $CB $SYK $LMT $ABT $LIN

$446M

104 positions

#4Bath Savings Trust CoActive

Notable overlap · 9 shared positions

$ADP $INTU $SYK $ABT $MCD $CHD

$936M

168 positions

#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$CB $SYK $ABT $ADP $NVS $EOG

$2.1B

122 positions

#6BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$CB $SYK $ADI $ABT $MCD $ADP

$321M

110 positions

#7ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$MCD $CB $ADP $SYK $CHD $TMO

$1.7B

86 positions

#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$BAC $CB $MCD $ABT $LMT $EOG

$2.3B

264 positions

#9DAVIS-REA LTD.Passive

Notable overlap · 7 shared positions

$BAC $MCD $SYK $CB $ABT $LIN

$384M

54 positions

#10Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$BAC $CB $MCD $INTU $AMGN $PFE

$210M

79 positions

#11Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$ADI $CB $LMT $PH $SYK $ABT

$581M

245 positions

#12Evelyn Partners Investment Management Services LtdPassive

Notable overlap · 7 shared positions

$CB $SYK $MCD $ADP $INTU $LIN

$850M

281 positions

#13SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 6 shared positions

$MCD $CB $ADP $LMT $AMGN $UNP

$1.8B

176 positions

#14Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$INTU $ABT $LMT $SYK $PH $DHR

$821M

85 positions

#15Dundas Partners LLPActive

Notable overlap · 6 shared positions

$ADP $SYK $ADI $INTU $ABT $TMO

$1.3B

49 positions

#16BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$MCD $ADI $SYK $ABT $ADP $CL

$134M

211 positions

#17RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$BAC $CB $MCD $ABT $PH

$3.7B

111 positions

#18Liberty Capital Management, Inc.

Notable overlap · 9 shared positions

$INTU $ABT $MCD $CB $SYK $CHD

$537M

180 positions

#19Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$MCD $ADI $LMT $GLW $EOG $PCAR

$184M

32 positions

#20Somerset Trust CoPassive

Notable overlap · 7 shared positions

$MCD $ADI $CB $ABT $ADP $AMGN

$326M

174 positions

#21HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$CB $MCD $LMT $NVS $ADP $AMGN

$351M

81 positions

#22Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$INTU $SYK $ADP $ABT $MCD $CHD

$2.0B

83 positions

#23Paradiem, LLCPassive

Notable overlap · 8 shared positions

$SYK $ADI $LMT $ABT $ADP $CHD

$454M

70 positions

#24Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $ADP $LMT $DHR $LIN $PFE

$199M

40 positions

#25Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$CB $ADI $ABT $ADP $NVS $DHR

$110M

226 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.