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 ZEVIN ASSET

13F Portfolio OverlapQ1 2026ZEVIN ASSET portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ZEVIN ASSET MANAGEMENT LLC is an institutional investor managing $723M across 93 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 ZEVIN ASSET are NORTHSTAR ASSET, TRILLIUM ASSET ,, FIGURE 8 INVESTMENT STRATEGIES, with shared positions in $TJX, $ADP, $LIN, $VLTO, $UL, $DLR. The full ranking of 25 similar funds is below.

#1NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$TJX $ADP $LIN $VLTO $UL $DLR

$326M

86 positions

#2TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 10 shared positions

$TJX $ASML $ECL $AZN $PNC $LIN

$3.0B

230 positions

#3FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$TJX $LIN $ASML $AZN $PLD $HDB

$102M

56 positions

#4Birch Hill Investment Advisors LLCActive

Notable overlap · 5 shared positions

$TJX $ASML $KR $ECL $ADI

$2.2B

195 positions

#5Elefante Mark BPassive

Notable overlap · 6 shared positions

$TJX $ADP $ADI $ASML $WCN $CRWD

$182M

58 positions

#6CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$TJX $LIN $CB $NVS $ADP $PLD

$739M

164 positions

#7Delaney Dennis RPassive

Notable overlap · 5 shared positions

$TJX $ADP $ADI $ASML $WCN

$282M

60 positions

#8SOMERVILLE KURT FPassive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $ASML $NVS $CRWD

$379M

91 positions

#9Slow Capital, Inc.Passive

Notable overlap · 7 shared positions

$MELI $ADI $CRWD $TJX $DDOG $CB

$770M

104 positions

#10CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ADI $LIN $CB $CL $TJX

$6.4B

290 positions

#11PUZO MICHAEL JPassive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $WCN $ASML $EMR

$343M

67 positions

#12Broderick Brian CActive

Notable overlap · 5 shared positions

$TJX $ADI $ADP $CRWD $ASML

$542M

95 positions

#13Saturna Capital CORPActive

Notable overlap · 7 shared positions

$TJX $ASML $AZN $LIN $NVS $UL

$7.1B

148 positions

#14Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$CB $ADI $ASML $ECL $TJX $ADP

$110M

226 positions

#15WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ASML $CB $AZN $NVS $ADP

$2.1B

122 positions

#16GRANDFIELD & DODD, LLCPassive

Notable overlap · 5 shared positions

$ADI $LIN $CB $NVS $UL

$1.8B

209 positions

#17WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 5 shared positions

$ADP $CB $NVS $EMR $CL

$698M

119 positions

#18Hemenway Trust Co LLCActive

Notable overlap · 4 shared positions

$TJX $ADI $ADP $CRWD

$1.2B

135 positions

#19DJE Kapital AGActive

Notable overlap · 5 shared positions

$TJX $LIN $ASML $CL $CDNS

$4.5B

113 positions

#20Ravenswood Partners LPPassive

Notable overlap · 3 shared positions

$TJX $MELI $ASML

$271M

35 positions

#21Baker Chad RActive

Notable overlap · 6 shared positions

$ADI $TJX $ADP $VLTO $CL $UL

$530M

56 positions

#22Robbins FarleyPassive

Notable overlap · 5 shared positions

$TJX $AZN $CRWD $DLR $ECL

$226M

143 positions

#23Stokes Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$TJX $CB $LIN $CL

$446M

104 positions

#24Kidder Stephen WPassive

Notable overlap · 4 shared positions

$TJX $ADP $ADI $WCN

$340M

76 positions

#25Wilkinson Global Asset Management LLCActive

Notable overlap · 3 shared positions

$TJX $ADI $LIN

$1.3B

60 positions

Compare ZEVIN ASSET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ZEVIN ASSET’s holdings

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.