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 OverlapQ2 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 $238M across 85 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 Boit C F David are Stokes Advisors, LETSON INVESTMENT, WENDELL DAVID ASSOCIATES, with shared positions in $MCD, $CB, $QCOM, $SYK, $PEP, $LMT. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 10 shared positions

$MCD $CB $QCOM $SYK $PEP $LMT

$467M

118 positions

#2LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 10 shared positions

$MCD $ADP $SYK $CB $PEP $ABT

$273M

104 positions

#3WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 10 shared positions

$ADP $MCD $SYK $ABT $INTU $PEP

$947M

155 positions

#4Paradiem, LLCPassive

Notable overlap · 9 shared positions

$ADP $ADI $QCOM $SYK $LMT $ABT

$464M

68 positions

#5LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 11 shared positions

$SYK $ADP $PH $ABT $INTU $QCOM

$10.3B

565 positions

#6BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$CB $ADI $SYK $PEP $ABT $ADP

$346M

113 positions

#7Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$CB $ADP $ADI $PEP $ABT $NVS

$116M

240 positions

#8Bath Savings Trust CoActive

Notable overlap · 10 shared positions

$ADP $SYK $ABT $INTU $MCD $PEP

$965M

177 positions

#9Tufton Capital ManagementPassive

Notable overlap · 7 shared positions

$CB $ADP $GLW $QCOM $LMT $ABT

$596M

127 positions

#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$CB $SYK $ADP $ABT $LMT $CHD

$2.1B

131 positions

#11HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$CB $MCD $LMT $ABT $ADP $NVS

$363M

92 positions

#12KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ADP $MCD $CB $PEP $PH $ABT

$1.5B

228 positions

#13ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$CB $MCD $ADP $SYK $PEP $CHD

$1.9B

88 positions

#14SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 7 shared positions

$CB $MCD $ADP $PEP $LMT $UNP

$1.8B

176 positions

#15ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$MCD $ADP $ADI $PEP $ABT $AMGN

$878M

73 positions

#16Somerset Trust CoPassive

Notable overlap · 8 shared positions

$ADI $MCD $CB $ADP $ABT $PEP

$354M

186 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$CB $MCD $QCOM $PEP $ADI $AMGN

$201M

57 positions

#18Evelyn Partners Investment Management Services Ltd

Notable overlap · 7 shared positions

$CB $SYK $MCD $ADP $INTU $BKNG

$850M

281 positions

#19First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$ADP $QCOM $PH $ABT $PEP $MCD

$1.4B

73 positions

#20Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

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

$214M

33 positions

#21LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 8 shared positions

$ADP $GLW $CB $SYK $MCD $UNP

$152M

84 positions

#22HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$MCD $ADI $CB $PEP $ABT $UNP

$252M

43 positions

#23Nicholson Wealth Management Group, LLCPassive

Notable overlap · 9 shared positions

$ADI $CB $PEP $PH $MCD $CHD

$170M

111 positions

#24Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$MCD $ABT $PEP $QCOM $ADP $NVS

$108M

52 positions

#25Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

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

$631M

271 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.