What hedge funds are most similar to New England Research & Management, Inc.?

The funds with the most similar 13F portfolios to New England Research & Management, Inc. are MCRAE, Renaissance Investment Group, Xcel Wealth ,, 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 New England Research & ,

13F Portfolio OverlapQ1 2026New England Research & , portfolio →

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Most similar hedge funds by 13F overlap

New England Research & Management, Inc. is an institutional investor managing $257M across 134 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 New England Research & , are MCRAE, Renaissance Investment Group, Xcel Wealth ,, with shared positions in $PWR, $URI, $ZTS, $PANW, $TFC, $CB. The full ranking of 25 similar funds is below.

#1MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$PWR $URI $ZTS $PANW $TFC $CB

$482M

106 positions

#2Renaissance Investment Group LLCPassive

Notable overlap · 7 shared positions

$URI $GEV $CHD $NEE $CRWD $UNP

$465M

81 positions

#3Xcel Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$COF $GEV $NEE $MS $PANW $UBER

$362M

133 positions

#4Yoffe Investment Management, LLCPassive

Notable overlap · 7 shared positions

$CSX $GEV $KO $IBM $MCD $UNP

$78M

111 positions

#5Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$COF $AMGN $UBER $AWK $WFC $KO

$47.8B

191 positions

#6LAFFER TENGLER INVESTMENTS, INC.Passive

Notable overlap · 7 shared positions

$PWR $UBER $MCD $NEE $PANW $DHI

$677M

182 positions

#7Mendel Money ManagementPassive

Some overlap · 6 shared positions

$GEV $PWR $UBER $IBM $PANW $MS

$239M

137 positions

#8London & Capital Asset Management LtdActive

Some overlap · 6 shared positions

$URI $COF $GEV $IBM $ZTS $PWR

$9.2B

223 positions

#9Stokes Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$KO $IBM $MCD $NEE $MS $ABT

$446M

104 positions

#10WOLFF WIESE MAGANA LLCPassive

Some overlap · 8 shared positions

$AMGN $KO $MS $ABT $UNP $MCD

$181M

983 positions

#11AMI ASSET MANAGEMENT CORPActive

Some overlap · 5 shared positions

$PWR $CHD $ZTS $PANW $CRWD

$1.6B

96 positions

#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 5 shared positions

$PWR $GEV $IBM $NEE $PANW

$60M

36 positions

#13ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$PWR $URI $WFC $PANW $UBER

$112M

102 positions

#14Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$PWR $NEE $MS $ABT $PANW $CRWD

$1.4B

170 positions

#15CONNORS INVESTOR SERVICES INCActive

Some overlap · 7 shared positions

$PWR $WFC $KO $MS $PANW $ABT

$1.1B

149 positions

#16Harold Davidson & Associates Inc.Active

Some overlap · 8 shared positions

$PWR $GEV $MCD $CRWD $WFC $CB

$206M

60 positions

#17Asset Advisors Investment Management, LLCActive

Some overlap · 7 shared positions

$AMGN $AWK $CHD $KO $ABT $CB

$1.0B

106 positions

#18MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$URI $IBM $TFC $NEE $MCD $ABT

$293M

103 positions

#19Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$AMGN $KO $IBM $MCD $MS $ABT

$353M

78 positions

#20CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$GEV $AMGN $KO $IBM $NEE $DHI

$1.3B

118 positions

#21MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 7 shared positions

$GEV $KO $MS $ABT $WFC $UNP

$1.8B

250 positions

#22EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$AMGN $WFC $KO $NEE $MS $ABT

$1.4B

56 positions

#23NS Partners LtdActive

Some overlap · 7 shared positions

$GEV $KO $MCD $NEE $WFC $ZTS

$2.2B

71 positions

#24SFE Investment CounselPassive

Some overlap · 6 shared positions

$PWR $URI $IBM $NEE $PANW $ABT

$635M

143 positions

#25GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 7 shared positions

$AMGN $IBM $NEE $MCD $PANW $MS

$908M

286 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.