What hedge funds are most similar to Dempze Nancy E?

The funds with the most similar 13F portfolios to Dempze Nancy E are Hemenway, Elefante Mark B, PUZO MICHAEL J, based on overlapping conviction holdings in the latest SEC filings.

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 Dempze Nancy E

13F Portfolio OverlapQ1 2026Dempze Nancy E portfolio →

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Most similar hedge funds by 13F overlap

Dempze Nancy E is an institutional investor managing $182M across 92 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 Dempze Nancy E are Hemenway, Elefante Mark B, PUZO MICHAEL J, with shared positions in $ADI, $TJX, $ABT, $ROK, $AMD, $DHR. The full ranking of 25 similar funds is below.

#1Hemenway Trust Co LLCActive

Substantial overlap · 19 shared positions

$ADI $TJX $ABT $ROK $AMD $DHR

$1.2B

135 positions

#2Elefante Mark BPassive

Substantial overlap · 18 shared positions

$ADI $TJX $ABT $ROK $AMD $AMAT

$182M

58 positions

#3PUZO MICHAEL JPassive

Substantial overlap · 18 shared positions

$ADI $TJX $ABT $AMAT $ROK $AMD

$343M

67 positions

#4SOMERVILLE KURT FPassive

Substantial overlap · 18 shared positions

$ADI $TJX $ABT $ROK $AMD $DHR

$379M

91 positions

#5Delaney Dennis RPassive

Substantial overlap · 18 shared positions

$ADI $TJX $ABT $ROK $AMD $DHR

$282M

60 positions

#6Notis-McConarty EdwardActive

Substantial overlap · 16 shared positions

$ADI $TJX $ABT $AMAT $ROK $AMD

$219M

68 positions

#7Kidder Stephen WPassive

Substantial overlap · 17 shared positions

$ADI $TJX $ABT $ROK $AMD $AMAT

$340M

76 positions

#8Broderick Brian CActive

Substantial overlap · 17 shared positions

$ADI $TJX $ABT $ROK $AMD $DHR

$542M

95 positions

#9Baker Chad RActive

Substantial overlap · 13 shared positions

$ADI $ROK $AMD $DHR $XYL $ABT

$530M

56 positions

#10HALL LAURIE J TRUSTEEPassive

Substantial overlap · 13 shared positions

$TJX $ADI $AMAT $ABT $ROK $DHR

$283M

104 positions

#11Dundas Partners LLPActive

Notable overlap · 5 shared positions

$ADI $ABT $AMAT $AXP $ADP

$1.3B

49 positions

#12Birch Hill Investment Advisors LLCActive

Notable overlap · 7 shared positions

$TJX $ROK $VRTX $ADI $IBM $NEE

$2.2B

195 positions

#13Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ADI $AXP $TJX $AMD $SCHW $VRTX

$2.0B

162 positions

#14Minot DeBlois Advisors LLCPassive

Notable overlap · 10 shared positions

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

$110M

226 positions

#15Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $AXP $ABT $MS $HUM $IBM

$446M

104 positions

#16Aureus Asset Management, LLCPassive

Notable overlap · 7 shared positions

$AMAT $ABT $AXP $SCHW $UNH $NEE

$1.5B

225 positions

#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$TJX $DHR $ABT $ADP $CNI $ADI

$10.0B

560 positions

#18McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$ADI $AMAT $AMD $SCHW $MS $ROK

$885M

121 positions

#19Bill Few Associates, Inc.Passive

Notable overlap · 7 shared positions

$TJX $AMAT $ROK $AXP $ABT $ADP

$417M

212 positions

#20NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$TJX $ADP $XYL $CNI $AMD $DHR

$326M

86 positions

#21HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $ADP $DHR $SCHW $NEE $WM

$407M

49 positions

#22DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$ADI $DHR $XYL $SCHW $FISV

$611M

37 positions

#23Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$ADI $TJX $AMAT $AMD $MS

$145M

69 positions

#24SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 6 shared positions

$AXP $AMD $ADI $ADP $UBER $ABT

$1.3B

158 positions

#25Saranac Partners LtdPassive

Notable overlap · 5 shared positions

$TJX $DHR $AMAT $UNH $FISV

$234M

103 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.