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 HALL LAURIE J TRUSTEE

13F Portfolio OverlapQ1 2026HALL LAURIE J TRUSTEE portfolio →

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Most similar hedge funds by 13F overlap

HALL LAURIE J TRUSTEE is an institutional investor managing $322M across 103 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 HALL LAURIE J TRUSTEE are Baker Chad R, Dempze Nancy E, Elefante Mark B, with shared positions in $APH, $ADI, $ROK, $WM, $CARR, $ABT. The full ranking of 25 similar funds is below.

#1Baker Chad RActive

Substantial overlap · 17 shared positions

$APH $ADI $ROK $WM $CARR $ABT

$530M

56 positions

#2Dempze Nancy EPassive

Substantial overlap · 13 shared positions

$TJX $ADI $AMAT $ABT $ROK $DHR

$182M

92 positions

#3Elefante Mark BPassive

Substantial overlap · 12 shared positions

$TJX $ADI $AMAT $ABT $ROK $DHR

$182M

58 positions

#4Hemenway Trust Co LLCActive

Substantial overlap · 12 shared positions

$TJX $ADI $ABT $AMAT $ROK $DHR

$1.2B

135 positions

#5PUZO MICHAEL JPassive

Substantial overlap · 12 shared positions

$TJX $AMAT $ADI $ABT $ROK $DHR

$343M

67 positions

#6SOMERVILLE KURT FPassive

Notable overlap · 12 shared positions

$TJX $ADI $ABT $ROK $AMAT $DHR

$379M

91 positions

#7Notis-McConarty EdwardActive

Notable overlap · 10 shared positions

$TJX $AMAT $ADI $ABT $ROK $DHR

$219M

68 positions

#8Delaney Dennis RPassive

Notable overlap · 11 shared positions

$TJX $ADI $ABT $ROK $AMAT $DHR

$282M

60 positions

#9Kidder Stephen WPassive

Notable overlap · 10 shared positions

$TJX $ADI $ABT $AMAT $ROK $DHR

$340M

76 positions

#10Broderick Brian CActive

Notable overlap · 10 shared positions

$TJX $ADI $ABT $ROK $DHR $AMAT

$542M

95 positions

#11Dundas Partners LLPActive

Notable overlap · 6 shared positions

$AMAT $APH $ADI $SYK $ABT $CRM

$1.3B

49 positions

#12SHUTTLEWORTH & CoPassive

Notable overlap · 6 shared positions

$AMAT $TJX $APH $ABT $WM $SYK

$111M

52 positions

#13Terra Alpha Investments LLC

Notable overlap · 9 shared positions

$ROK $WM $CARR $DHR $XYL $SYK

$98M

32 positions

#14Midway Capital Research & ManagementPassive

Notable overlap · 5 shared positions

$AMAT $SYK $APH $ADI $WM

$106M

117 positions

#15Birch Hill Investment Advisors LLCActive

Notable overlap · 6 shared positions

$TJX $APH $IBM $ROK $ADI $VRTX

$2.2B

195 positions

#16Family Legacy Financial Solutions, LLCActive

Notable overlap · 7 shared positions

$SYK $ADI $WM $DHR $AMD $CARR

$124M

44 positions

#17NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$SYK $TJX $XYL $UL $CRM $AMD

$326M

86 positions

#18MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 7 shared positions

$SYK $APH $ADI $DHR $UL $GE

$1000M

35 positions

#19Cohen Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$AMAT $SYK $IBM $NVS $MMM $CRM

$644M

154 positions

#20NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 6 shared positions

$AMAT $WM $ABT $DHR $TJX $SYK

$1.5B

139 positions

#21McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$AMAT $ADI $SYK $AMD $MS $ROK

$885M

121 positions

#22GRANDFIELD & DODD, LLCPassive

Notable overlap · 6 shared positions

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

$1.8B

209 positions

#23Alecta Tjanstepension OmsesidigtActive

Notable overlap · 8 shared positions

$TJX $APH $ADI $AMAT $AMD $SYK

$20.5B

78 positions

#24AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$AMAT $TJX $APH $IBM $CARR

$1.4B

114 positions

#25PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$AMAT $WM $SYK $DHR $AMD $CRM

$34.1B

135 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.