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 Minot DeBlois Advisors

13F Portfolio OverlapQ1 2026Minot DeBlois Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Minot DeBlois Advisors LLC is an institutional investor managing $110M across 226 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 Minot DeBlois Advisors are AMI INVESTMENT, Mosaic Advisors, VSM Wealth Advisory,, with shared positions in $COP, $UNP, $TJX, $DIS, $ACN, $MKL. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$COP $UNP $TJX $DIS $ACN

$445M

77 positions

#2Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $MKL $HUM

$67M

42 positions

#3VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$COP $MKL $HUM

$335M

505 positions

#4Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 6 shared positions

$COP $DHR $AXP $TRV $CRM $HON

$566M

28 positions

#5Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $MKL $NEE

$284M

91 positions

#6Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $MKL $HUM

$374M

86 positions

#7TL Private WealthSmart money

Notable overlap · 3 shared positions

$COP $MKL $HON

$253M

44 positions

#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 10 shared positions

$CB $DHR $ASML $ABT $ADP $ACN

$2.1B

122 positions

#9Stonebridge Capital Advisors LLCPassive

Notable overlap · 6 shared positions

$COP $MKL $TRV $DIS $SLB $HON

$1.4B

211 positions

#10EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$COP $DHR $ASML $HUM

$29.8B

60 positions

#11William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $ACN $DIS

$175M

73 positions

#12SOMERVILLE KURT FPassive

Notable overlap · 11 shared positions

$AXP $ADI $DHR $TJX $ABT $ADP

$379M

91 positions

#13Johnson Bixby & Associates, LLCActive

Notable overlap · 3 shared positions

$COP $CRM $HUM

$806M

127 positions

#14Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$COP $MKL $DHR $HUM $NVS $ADI

$578M

118 positions

#15Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$COP $MKL $DHR $NEE $HUM

$480M

160 positions

#16Delaney Dennis RPassive

Notable overlap · 10 shared positions

$AXP $ADI $DHR $TJX $ABT $ADP

$282M

60 positions

#17VAN STRUM & TOWNE INC.Passive

Notable overlap · 7 shared positions

$COP $ECL $ADP $DIS $AXP $CRM

$343M

111 positions

#18FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 4 shared positions

$COP $HON $VZ $NEE

$464M

142 positions

#19Elefante Mark BPassive

Notable overlap · 10 shared positions

$AXP $ADI $DHR $TJX $ABT $ADP

$182M

58 positions

#20Sunburst Financial Group, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $AXP

$543M

132 positions

#21Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MKL

$1.2B

1,060 positions

#22Quantum Financial Planning Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $CRM $HON

$278M

53 positions

#23MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 4 shared positions

$COP $NEE $HUM $ADP

$295M

271 positions

#24Live Oak Private Wealth LLCPassive

Notable overlap · 9 shared positions

$MKL $ADI $DHR $TJX $ABT $NVS

$717M

207 positions

#25Dempze Nancy EPassive

Notable overlap · 10 shared positions

$AXP $ADI $DHR $TJX $ABT $ADP

$182M

92 positions

Compare Minot DeBlois Advisors’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 Minot DeBlois Advisors’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.