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Hedge Funds Similar to Choate Investment Advisors

13F Portfolio OverlapQ1 2026Choate Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Choate Investment Advisors is an institutional investor managing $5.1B across 438 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 Choate Investment Advisors are HALL, MeadowBrook Investment Advisors, Blankinship & Foster,, with shared positions in $MKL, $TJX, $ABT, $KO, $AXP, $LIN. The full ranking of 25 similar funds is below.

#1HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MKL$TJX$ABT$KO$AXP
$280M
107 positions
#2MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$LIN$DOV$AXP
$113M
186 positions
#3Blankinship & Foster, LLCSmart money
Some overlap · 3 shared positions
$MKL$ABT$BRZE
$452M
75 positions
#4Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MKL$LIN$KO$AXP
$528M
135 positions
#5Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$BRZE$DOV$BKNG
$578M
118 positions
#6FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$MKL$BRZE$DOV$KO
$133M
121 positions
#7Diversified Trust CoActive
Some overlap · 4 shared positions
$MKL$BRZE$KO$AXP
$5.4B
1,049 positions
#8St. Louis Trust CoActive
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$856M
145 positions
#9Flower City CapitalSmart money
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$199M
46 positions
#10Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$151M
54 positions
#11Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$1.1B
121 positions
#12Archvest Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MKL$MRSH$BRZE
$155M
74 positions
#13INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$AXP
$98M
31 positions
#14Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$MKL$MRSH$KO
$494M
158 positions
#15FC Advisory LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$342M
115 positions
#16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$648M
134 positions
#17Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$MKL$DOV$BRZE
$161M
47 positions
#18Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$1.4B
58 positions
#19Navigate Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$BRZE$KO$AXP
$142M
72 positions
#20BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$MKL$AXP$KO
$232M
55 positions
#21ASL Financial, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$ABT
$125M
91 positions
#22Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MKL$DOV$KO
$191M
88 positions
#23Tolleson Wealth Management, Inc.
Some overlap · 3 shared positions
$MKL$BRZE$SGOL
$693M
92 positions
#24Glassman Wealth ServicesSmart money
Some overlap · 3 shared positions
$MKL$BRZE$DOV
$736M
187 positions
#25THREADGILL FINANCIAL, LLCActive
Some overlap · 3 shared positions
$MKL$DOV$KO
$344M
44 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.