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 Notis-McConarty Edward

13F Portfolio OverlapQ1 2026Notis-McConarty Edward portfolio →

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Most similar hedge funds by 13F overlap

Notis-McConarty Edward is an institutional investor managing $219M across 68 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 Notis-McConarty Edward are Elefante Mark B, Delaney Dennis R, Hemenway, with shared positions in $ADI, $AMD, $TJX, $ROK, $ADP, $ABT. The full ranking of 25 similar funds is below.

#1Elefante Mark BPassive

Substantial overlap · 17 shared positions

$ADI $AMD $TJX $ROK $ADP $ABT

$182M

58 positions

#2Delaney Dennis RPassive

Substantial overlap · 17 shared positions

$ADI $ROK $AMD $TJX $ADP $ABT

$282M

60 positions

#3Hemenway Trust Co LLCActive

Substantial overlap · 17 shared positions

$ADI $AMD $TJX $ROK $ABT $ADP

$1.2B

135 positions

#4PUZO MICHAEL JPassive

Substantial overlap · 17 shared positions

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

$343M

67 positions

#5SOMERVILLE KURT FPassive

Substantial overlap · 16 shared positions

$ADI $AMD $TJX $ROK $ABT $ADP

$379M

91 positions

#6Kidder Stephen WPassive

Substantial overlap · 16 shared positions

$ADI $AMD $TJX $ADP $ABT $ROK

$340M

76 positions

#7Dempze Nancy EPassive

Substantial overlap · 16 shared positions

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

$182M

92 positions

#8Broderick Brian CActive

Substantial overlap · 16 shared positions

$ADI $AMD $TJX $ROK $ABT $ADP

$542M

95 positions

#9Baker Chad RActive

Substantial overlap · 12 shared positions

$ADI $AMD $ROK $ABT $DHR $ATR

$530M

56 positions

#10HALL LAURIE J TRUSTEEPassive

Notable overlap · 10 shared positions

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

$283M

104 positions

#11Dundas Partners LLPActive

Notable overlap · 5 shared positions

$ADI $AMAT $ABT $ADP $AXP

$1.3B

49 positions

#12McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$AMD $ADI $AMAT $SCHW $ROK $AMGN

$885M

121 positions

#13NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

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

$326M

86 positions

#14ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$ADI $ADP $ABT $AMGN $LOW

$853M

70 positions

#15Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

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

$2.0B

162 positions

#16ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 7 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$112M

102 positions

#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

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

$10.0B

560 positions

#18Birch Hill Investment Advisors LLCActive

Notable overlap · 6 shared positions

$ROK $TJX $VRTX $ADI $NEE $TT

$2.2B

195 positions

#19HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $ADP $DHR $SCHW $NEE $AMGN

$407M

49 positions

#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AMD $AMAT $AXP $SCHW $NEE $TT

$180M

58 positions

#21Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

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

$110M

226 positions

#22Bill Few Associates, Inc.Passive

Notable overlap · 6 shared positions

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

$417M

212 positions

#23DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$ADI $DHR $XYL $SCHW

$611M

37 positions

#24First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$ABT $ADP $UBER $CNI $NEE $LOW

$1.2B

70 positions

#25Aureus Asset Management, LLCPassive

Notable overlap · 6 shared positions

$AMAT $ABT $AXP $SCHW $NEE $WCN

$1.5B

225 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.