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Hedge Funds Similar to Dempze Nancy E

13F Portfolio OverlapQ2 2026Dempze Nancy E portfolio →
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Most similar hedge funds by 13F overlap

Dempze Nancy E is an institutional investor managing $209M across 91 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 Dempze Nancy E are Hemenway, Elefante Mark B, PUZO MICHAEL J, with shared positions in $ADI, $TJX, $ROK, $VRTX, $ADP, $ABT. The full ranking of 25 similar funds is below.

#1Hemenway Trust Co LLCActive
Substantial overlap · 16 shared positions
$ADI$TJX$ROK$VRTX$ADP$ABT
$1.4B
135 positions
#2Elefante Mark BActive
Substantial overlap · 15 shared positions
$ADI$TJX$ROK$ADP$VRTX$ABT
$232M
60 positions
#3PUZO MICHAEL JPassive
Substantial overlap · 15 shared positions
$ADI$TJX$ROK$VRTX$ADP$ABT
$388M
66 positions
#4Delaney Dennis RActive
Substantial overlap · 15 shared positions
$ADI$TJX$ROK$ADP$ABT$DHR
$314M
61 positions
#5SOMERVILLE KURT FActive
Substantial overlap · 15 shared positions
$ADI$ROK$TJX$ADP$ABT$VRTX
$419M
97 positions
#6Notis-McConarty EdwardActive
Substantial overlap · 15 shared positions
$ADI$ROK$TJX$ADP$ABT$DHR
$231M
67 positions
#7Kidder Stephen WActive
Substantial overlap · 14 shared positions
$ADI$TJX$ROK$ADP$ABT$DHR
$396M
75 positions
#8Broderick Brian CActive
Substantial overlap · 14 shared positions
$ADI$ROK$TJX$ADP$ABT$DHR
$646M
95 positions
#9Reynders McVeigh Capital Management, LLC
Notable overlap · 10 shared positions
$ADI$ROK$TJX$ABT$DHR$XYL
$2.0B
195 positions
#10Baker Chad RActive
Notable overlap · 9 shared positions
$ADI$ROK$XYL$DHR$ABT$ADP
$620M
51 positions
#11HALL LAURIE J TRUSTEEPassive
Notable overlap · 10 shared positions
$ROK$ADI$TJX$ABT$DHR$XYL
$322M
103 positions
#12Minot DeBlois Advisors LLCPassive
Notable overlap · 10 shared positions
$ADI$AXP$ADP$DHR$TJX$ABT
$116M
240 positions
#13Birch Hill Investment Advisors LLCActive
Notable overlap · 6 shared positions
$TJX$ROK$VRTX$ADI$NEE$UBER
$2.5B
211 positions
#14Dundas Partners LLPActive
Notable overlap · 4 shared positions
$ADI$AXP$ADP$ABT
$1.4B
31 positions
#15HFR Wealth Management, LLCActive
Notable overlap · 6 shared positions
$TJX$ADP$DHR$SCHW$NEE$WM
$410M
53 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 6 shared positions
$TJX$DHR$ABT$ADP$CNI$ADI
$10.3B
565 positions
#17Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TJX$AXP$NEE$ADP$ABT$MS
$467M
118 positions
#18ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$ADI$TJX$ADP$WCN$CB
$713M
97 positions
#19Michael Brady & Co., LLCActive
Notable overlap · 7 shared positions
$AXP$DHR$TJX$ABT$ADI$ADP
$113M
58 positions
#20DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$ADI$DHR$XYL$SCHW
$662M
37 positions
#21Bull Street Advisors, LLCPassive
Notable overlap · 5 shared positions
$TJX$DHR$AXP$ADP$MS
$219M
95 positions
#22WENDELL DAVID ASSOCIATES INCActive
Notable overlap · 5 shared positions
$TJX$ADP$ABT$NEE$DHR
$947M
155 positions
#23Bath Savings Trust CoActive
Notable overlap · 5 shared positions
$TJX$ADP$ABT$DHR$NEE
$965M
177 positions
#24Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$TJX$AXP$ADP$DHR$NEE$WM
$710M
193 positions
#25Cincinnati Specialty Underwriters Insurance COActive
Notable overlap · 5 shared positions
$ADI$ADP$TJX$ABT$NEE
$449M
45 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.