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Hedge Funds Similar to Broderick Brian C

13F Portfolio OverlapQ1 2026Broderick Brian C portfolio →
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Most similar hedge funds by 13F overlap

Broderick Brian C is an institutional investor managing $542M across 95 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 Broderick Brian C are SOMERVILLE KURT F, Elefante Mark B, Delaney Dennis R, with shared positions in $ADI, $TJX, $AMD, $ROK, $ABT, $DHR. The full ranking of 25 similar funds is below.

#1SOMERVILLE KURT FPassive
Substantial overlap · 19 shared positions
$ADI$TJX$AMD$ROK$ABT$DHR
$379M
91 positions
#2Elefante Mark BPassive
Substantial overlap · 19 shared positions
$ADI$TJX$AMD$ROK$ABT$DHR
$182M
58 positions
#3Delaney Dennis RPassive
Substantial overlap · 18 shared positions
$ADI$TJX$AMD$ROK$ABT$DHR
$282M
60 positions
#4Hemenway Trust Co LLCActive
Substantial overlap · 19 shared positions
$ADI$TJX$AMD$ROK$ABT$DHR
$1.2B
135 positions
#5PUZO MICHAEL JPassive
Substantial overlap · 18 shared positions
$ADI$TJX$AMD$ROK$ABT$DHR
$343M
67 positions
#6Notis-McConarty EdwardActive
Substantial overlap · 16 shared positions
$ADI$AMD$TJX$ROK$ABT$ADP
$219M
68 positions
#7Kidder Stephen WPassive
Substantial overlap · 16 shared positions
$ADI$TJX$AMD$ABT$ROK$ADP
$340M
76 positions
#8Dempze Nancy EPassive
Substantial overlap · 17 shared positions
$ADI$TJX$ABT$ROK$AMD$DHR
$182M
92 positions
#9Baker Chad RActive
Substantial overlap · 11 shared positions
$ADI$AMD$ROK$DHR$ABT$ATR
$530M
56 positions
#10HALL LAURIE J TRUSTEEPassive
Notable overlap · 10 shared positions
$TJX$ADI$ABT$ROK$DHR$AMAT
$283M
104 positions
#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 8 shared positions
$TJX$DHR$ABT$CNI$ADP$FISV
$10.0B
560 positions
#12Dundas Partners LLPActive
Notable overlap · 5 shared positions
$ADI$ABT$ADP$AMAT$AXP
$1.3B
49 positions
#13Birch Hill Investment Advisors LLCActive
Notable overlap · 7 shared positions
$TJX$ROK$VRTX$ADI$FISV$NEE
$2.2B
195 positions
#14NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$TJX$ADP$XYL$CNI$AMD$DHR
$326M
86 positions
#15DUDLEY & SHANLEY, INC.Active
Notable overlap · 5 shared positions
$ADI$DHR$XYL$FISV$SCHW
$611M
37 positions
#16McGuire Investment Group, LLCActive
Notable overlap · 6 shared positions
$AMD$ADI$AMAT$ROK$SCHW$ASML
$885M
121 positions
#17Minot DeBlois Advisors LLCPassive
Notable overlap · 10 shared positions
$ADI$DHR$TJX$ABT$ADP$XYL
$110M
226 positions
#18Ironvine Capital Partners, LLCActive
Notable overlap · 6 shared positions
$ADI$DHR$AMAT$UNP$ASML$ABT
$910M
56 positions
#19ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$TJX$ADI$ADP$CRWD$ASML
$723M
93 positions
#20HFR Wealth Management, LLCActive
Notable overlap · 6 shared positions
$TJX$ADP$DHR$SCHW$NEE$UNP
$407M
49 positions
#21Palestra Capital Management LLCActive
Notable overlap · 4 shared positions
$ADI$DHR$AMAT$UNP
$2.6B
23 positions
#22Phraction Management LLCActive
Notable overlap · 4 shared positions
$ADI$DHR$AMAT$ASML
$483M
65 positions
#23Renaissance Investment Group LLCPassive
Notable overlap · 7 shared positions
$TJX$XYL$DHR$CRWD$GEV$NEE
$465M
81 positions
#24Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$ADI$TJX$AMAT$AMD
$145M
69 positions
#25ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ADI$ABT$ADP
$853M
70 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.