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Hedge Funds Similar to Birch Hill Investment Advisors

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

Birch Hill Investment Advisors LLC is an institutional investor managing $2.2B across 195 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 Birch Hill Investment Advisors are AVITY INVESTMENT, Elefante Mark B, Delaney Dennis R, with shared positions in $APH, $TJX, $ECL, $MRSH, $IBM, $NEE. The full ranking of 25 similar funds is below.

#1AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$APH$TJX$ECL$MRSH$IBM$NEE
$1.4B
114 positions
#2Elefante Mark BPassive
Notable overlap · 8 shared positions
$TJX$ROK$VRTX$ADI$NEE$ASML
$182M
58 positions
#3Delaney Dennis RPassive
Notable overlap · 7 shared positions
$TJX$ROK$VRTX$ADI$FISV$ASML
$282M
60 positions
#4HALL LAURIE J TRUSTEEPassive
Notable overlap · 6 shared positions
$TJX$APH$IBM$ROK$ADI$VRTX
$283M
104 positions
#5SOMERVILLE KURT FPassive
Notable overlap · 7 shared positions
$TJX$ROK$VRTX$ADI$FISV$ASML
$379M
91 positions
#6Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$ECL$EW$WTS$NEE
$8.8B
42 positions
#7Hemenway Trust Co LLCActive
Notable overlap · 6 shared positions
$TJX$ROK$VRTX$ADI$NEE$FISV
$1.2B
135 positions
#8ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$TJX$ASML$KR$ECL$ADI
$723M
93 positions
#9PUZO MICHAEL JPassive
Notable overlap · 7 shared positions
$TJX$ROK$VRTX$ADI$FISV$ASML
$343M
67 positions
#10Dempze Nancy EPassive
Notable overlap · 7 shared positions
$TJX$ROK$VRTX$ADI$IBM$NEE
$182M
92 positions
#11Broderick Brian CActive
Notable overlap · 7 shared positions
$TJX$ROK$VRTX$ADI$FISV$NEE
$542M
95 positions
#12Baker Chad RActive
Notable overlap · 5 shared positions
$APH$ROK$TJX$ADI$IBM
$530M
56 positions
#13Ayrshire Capital Management LLCPassive
Notable overlap · 3 shared positions
$TJX$APH$ECL
$193M
50 positions
#14Cartenna Capital, LPPassive
Notable overlap · 6 shared positions
$WTS$ASML$LECO$ADI$APH$TT
$2.7B
47 positions
#15Notis-McConarty EdwardActive
Notable overlap · 6 shared positions
$ROK$TJX$VRTX$ADI$NEE$TT
$219M
68 positions
#16DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$APH$ECL$ADI$FISV
$611M
37 positions
#17Kidder Stephen WPassive
Notable overlap · 5 shared positions
$TJX$ROK$VRTX$ADI$FISV
$340M
76 positions
#18ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 4 shared positions
$APH$TJX$ASML$LECO
$1.3B
100 positions
#19JLB & ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$TJX$APH$MRSH
$696M
70 positions
#20Saturna Capital CORPActive
Notable overlap · 6 shared positions
$TJX$ASML$ROK$GWW$LECO$TT
$7.1B
148 positions
#21BARLOW WEALTH PARTNERS, INC.Active
Notable overlap · 5 shared positions
$TJX$ASML$VRTX$GWW$TT
$900M
137 positions
#22MCDANIEL TERRY & COActive
Notable overlap · 3 shared positions
$APH$ECL$ALC
$1.2B
81 positions
#23HFR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$TJX$APH$NEE
$407M
49 positions
#24MARVIN & PALMER ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$TJX$APH$NEE
$84M
21 positions
#25EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$APH$VRTX$ASML
$15.5B
87 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.