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 YHB Investment Advisors

13F Portfolio OverlapQ2 2026YHB Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

YHB Investment Advisors, Inc. is an institutional investor managing $1.6B across 314 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 YHB Investment Advisors are DB Fitzpatrick, Renaissance Investment Group, AVITY INVESTMENT, with shared positions in $TMO, $ECL, $DHR, $AMGN, $SYK, $CMI. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 8 shared positions

$TMO $ECL $DHR $AMGN $SYK $CMI

$124M

100 positions

#2Renaissance Investment Group LLCPassive

Notable overlap · 8 shared positions

$TMO $URI $APH $DHR $TJX $UNP

$508M

84 positions

#3AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$APH $TMO $ECL $AMGN $TJX $ETN

$1.6B

118 positions

#4CAPE COD FIVE CENTS SAVINGS BANKPassive

Notable overlap · 9 shared positions

$APH $AMGN $SYK $ECL $TJX $FTNT

$1.2B

203 positions

#5HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$APH $ECL $TMO $DHR $SYK $TJX

$2.8B

278 positions

#6NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 8 shared positions

$TMO $URI $DHR $TJX $UNP $NEE

$2.7B

200 positions

#7Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$ECL $APH $SYK $DHR $TJX $NEE

$965M

177 positions

#8Baer Investment Advisory LLCPassive

Notable overlap · 5 shared positions

$APH $TMO $URI $ECL $NEE

$119M

43 positions

#9NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$ECL $DHR $TMO $SYK $TJX $UNP

$1.7B

147 positions

#10CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$APH $TMO $SYK $TJX $FTNT $ISRG

$456M

67 positions

#11LaFleur & Godfrey LLCPassive

Notable overlap · 6 shared positions

$TMO $ECL $APH $SYK $WWD $NEE

$842M

149 positions

#12Osprey Private Wealth LLCPassive

Notable overlap · 7 shared positions

$TMO $ECL $SYK $TJX $APH $NEE

$387M

88 positions

#13MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$APH $ECL $TMO $SYK $ETN $ISRG

$1.3B

81 positions

#14Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$AMGN $TMO $SYK $TJX $UNP $ETN

$170M

61 positions

#15ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$APH $TMO $SYK $TJX $ETN $UNP

$1.3B

109 positions

#16Mirova US LLCActive

Some overlap · 6 shared positions

$TMO $ECL $DHR $TJX $NEE $ISRG

$9.3B

45 positions

#17HFR Wealth Management, LLCActive

Some overlap · 7 shared positions

$APH $DHR $AMGN $TJX $UNP $NEE

$410M

53 positions

#18Liberty Capital Management, Inc.Passive

Some overlap · 6 shared positions

$TMO $ECL $DHR $SYK $FTNT $MCD

$582M

184 positions

#19BOSTON FAMILY OFFICE LLCPassive

Some overlap · 7 shared positions

$ECL $TMO $SYK $UNP $ETN $NEE

$1.6B

314 positions

#20FLOSSBACH VON STORCH SEActive

Some overlap · 5 shared positions

$APH $TMO $DHR $SYK $MCD

$22.1B

106 positions

#21NZS Capital, LLCActive

Some overlap · 5 shared positions

$APH $URI $DHR $SYK $ISRG

$3.9B

61 positions

#22WENDELL DAVID ASSOCIATES INCActive

Some overlap · 7 shared positions

$ECL $SYK $APH $TJX $DHR $NEE

$947M

155 positions

#23BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 8 shared positions

$AMGN $TJX $FTNT $SYK $ETN $URI

$2.7B

812 positions

#24Stone Summit Wealth LLCPassive

Some overlap · 6 shared positions

$APH $ECL $SYK $CMI $NEE $AMGN

$394M

144 positions

#25Ravenstone Capital Management Inc.Active

Some overlap · 5 shared positions

$APH $TMO $DHR $FTNT $ISRG

$244M

54 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.