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Hedge Funds Similar to Choate Investment Advisors

13F Portfolio OverlapQ2 2026Choate Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Choate Investment Advisors is an institutional investor managing $5.7B across 472 U.S. equity positions as of Q2 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 Stokes Advisors, Delaney Dennis R, Kidder Stephen W, with shared positions in $TJX, $LIN, $ABT, $MRSH, $AXP, $PEP. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$LIN$ABT$MRSH$AXP$PEP
$467M
118 positions
#2Delaney Dennis RActive
Some overlap · 7 shared positions
$TJX$ABT$AXP$WCN$CNI$UBER
$314M
61 positions
#3Kidder Stephen WActive
Some overlap · 7 shared positions
$TJX$ABT$AXP$CNI$UBER$WCN
$396M
75 positions
#4Fiera Capital CorpActive
Some overlap · 6 shared positions
$TJX$LIN$WCN$MSCI$PEP$CNI
$27.6B
401 positions
#5PUZO MICHAEL JPassive
Some overlap · 6 shared positions
$TJX$ABT$WCN$AXP$CNI$UBER
$388M
66 positions
#6Elefante Mark BActive
Some overlap · 6 shared positions
$TJX$ABT$WCN$AXP$CNI$UBER
$232M
60 positions
#7Notis-McConarty EdwardActive
Some overlap · 6 shared positions
$TJX$ABT$WCN$AXP$CNI$UBER
$231M
67 positions
#8Dempze Nancy EPassive
Some overlap · 6 shared positions
$TJX$ABT$AXP$WCN$CNI$UBER
$209M
91 positions
#9JLB & ASSOCIATES INCPassive
Some overlap · 6 shared positions
$TJX$MRSH$AXP$PGR$PEP$CNI
$748M
68 positions
#10McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$TJX$LIN$PWR$DOV$PEP
$1.9B
322 positions
#11Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$TJX$ABT$AXP$CNI$UBER$WCN
$1.4B
135 positions
#12CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$TJX$LIN$PWR$AXP$PEP
$1.2B
153 positions
#13FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$LIN$ABT$PGR$PEP
$1.3B
159 positions
#14SOMERVILLE KURT FActive
Some overlap · 6 shared positions
$TJX$ABT$AXP$CNI$UBER$WCN
$419M
97 positions
#15GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$TJX$LIN$ABT$PWR$PEP
$13.1B
825 positions
#16Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$TJX$LIN$DOV$WCN$UBER
$1.3B
261 positions
#17Ipswich Investment Management Co., Inc.Passive
Some overlap · 5 shared positions
$TJX$LIN$MRSH$PGR$PEP
$474M
190 positions
#18CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TJX$LIN$PWR$DOV$AXP
$3.2B
592 positions
#19FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$TJX$LIN$WCN$AXP$PGR
$1.7B
208 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$LIN$ABT$PEP$UBER
$8.0B
1,334 positions
#21PineStone Asset Management Inc.Active
Some overlap · 5 shared positions
$TJX$LIN$MSCI$PEP$CNI
$16.2B
44 positions
#22Family Capital Trust CoActive
Some overlap · 5 shared positions
$TJX$LIN$ABT$AXP$PEP
$307M
83 positions
#23Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$ABT$AXP$PEP$CNI
$116M
240 positions
#24HENDLEY & CO INCActive
Some overlap · 5 shared positions
$TJX$LIN$ABT$AXP$PEP
$283M
47 positions
#25Broderick Brian CActive
Some overlap · 5 shared positions
$TJX$ABT$AXP$CNI$UBER
$646M
95 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.