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Hedge Funds Similar to Kidder Stephen W

13F Portfolio OverlapQ1 2026Kidder Stephen W portfolio →
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Most similar hedge funds by 13F overlap

Kidder Stephen W is an institutional investor managing $340M across 76 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 Kidder Stephen W are PUZO MICHAEL J, Elefante Mark B, Delaney Dennis R, with shared positions in $ADI, $TJX, $AMD, $ABT, $ROK, $ADP. The full ranking of 25 similar funds is below.

#1PUZO MICHAEL JPassive
Substantial overlap · 18 shared positions
$ADI$TJX$AMD$ABT$ROK$ADP
$343M
67 positions
#2Elefante Mark BPassive
Substantial overlap · 18 shared positions
$ADI$TJX$AMD$ABT$ADP$ROK
$182M
58 positions
#3Delaney Dennis RPassive
Substantial overlap · 18 shared positions
$ADI$TJX$AMD$ADP$ABT$ROK
$282M
60 positions
#4SOMERVILLE KURT FPassive
Substantial overlap · 17 shared positions
$ADI$TJX$AMD$ABT$ROK$ADP
$379M
91 positions
#5Hemenway Trust Co LLCActive
Substantial overlap · 17 shared positions
$ADI$TJX$AMD$ABT$ROK$ADP
$1.2B
135 positions
#6Notis-McConarty EdwardActive
Substantial overlap · 16 shared positions
$ADI$AMD$TJX$ADP$ABT$ROK
$219M
68 positions
#7Dempze Nancy EPassive
Substantial overlap · 17 shared positions
$ADI$TJX$ABT$ROK$AMD$AMAT
$182M
92 positions
#8Broderick Brian CActive
Substantial overlap · 16 shared positions
$ADI$TJX$AMD$ABT$ROK$ADP
$542M
95 positions
#9Baker Chad RActive
Substantial overlap · 11 shared positions
$ADI$AMD$ROK$ABT$DHR$ATR
$530M
56 positions
#10HALL LAURIE J TRUSTEEPassive
Notable overlap · 10 shared positions
$TJX$ADI$ABT$AMAT$ROK$DHR
$283M
104 positions
#11Dundas Partners LLPActive
Notable overlap · 5 shared positions
$ADI$ABT$AMAT$ADP$AXP
$1.3B
49 positions
#12ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$ADI$ADP$ABT$DE
$853M
70 positions
#13LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 7 shared positions
$TJX$DHR$ABT$CNI$ADP$FISV
$10.0B
560 positions
#14NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$TJX$ADP$XYL$CNI$AMD$DHR
$326M
86 positions
#15McGuire Investment Group, LLCActive
Notable overlap · 5 shared positions
$AMD$ADI$AMAT$SCHW$ROK
$885M
121 positions
#16Birch Hill Investment Advisors LLCActive
Notable overlap · 5 shared positions
$TJX$ROK$VRTX$ADI$FISV
$2.2B
195 positions
#17DUDLEY & SHANLEY, INC.Active
Notable overlap · 5 shared positions
$ADI$DHR$XYL$SCHW$FISV
$611M
37 positions
#18Smith Group Asset Management, LLCActive
Notable overlap · 6 shared positions
$ADI$TJX$AMD$VRTX$AXP$SCHW
$2.0B
162 positions
#19Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$ADI$TJX$UBER$DE
$1.3B
60 positions
#20Saranac Partners LtdPassive
Notable overlap · 6 shared positions
$TJX$AMAT$DHR$FISV$UNH$BAC
$234M
103 positions
#21Bill Few Associates, Inc.Passive
Notable overlap · 6 shared positions
$TJX$AMAT$ROK$ABT$AXP$ADP
$417M
212 positions
#22ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 6 shared positions
$ADI$AMAT$SCHW$AXP$TJX$UBER
$112M
102 positions
#23Ironvine Capital Partners, LLCActive
Notable overlap · 7 shared positions
$ADI$DHR$AMAT$UNH$BAC$DE
$910M
56 positions
#24Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$ADI$TJX$AMAT$AMD
$145M
69 positions
#25ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$TJX$ADP$ADI$WCN
$723M
93 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.