What hedge funds are most similar to Elefante Mark B?

The funds with the most similar 13F portfolios to Elefante Mark B are Delaney Dennis R, Hemenway, 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 Elefante Mark B

13F Portfolio OverlapQ2 2026Elefante Mark B portfolio →

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Most similar hedge funds by 13F overlap

Elefante Mark B is an institutional investor managing $232M across 60 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 Elefante Mark B are Delaney Dennis R, Hemenway, PUZO MICHAEL J, with shared positions in $ADI, $ROK, $TJX, $ADP, $DHR, $ABT. The full ranking of 25 similar funds is below.

#1Delaney Dennis R

Substantial overlap · 16 shared positions

$ADI $ROK $TJX $ADP $DHR $ABT

$314M

61 positions

#2Hemenway Trust Co LLCActive

Substantial overlap · 19 shared positions

$ADI $TJX $ROK $ABT $DHR $ADP

$1.4B

135 positions

#3PUZO MICHAEL JPassive

Substantial overlap · 16 shared positions

$ADI $ROK $TJX $ADP $DHR $ABT

$388M

66 positions

#4SOMERVILLE KURT FActive

Substantial overlap · 17 shared positions

$ADI $ROK $TJX $ADP $DHR $ABT

$419M

97 positions

#5Notis-McConarty EdwardActive

Substantial overlap · 16 shared positions

$ADI $ROK $TJX $ADP $ABT $ATR

$231M

67 positions

#6Dempze Nancy EPassive

Substantial overlap · 15 shared positions

$ADI $TJX $ROK $ADP $VRTX $ABT

$209M

91 positions

#7Kidder Stephen W

Substantial overlap · 14 shared positions

$ADI $TJX $ADP $ROK $ABT $ATR

$396M

75 positions

#8Broderick Brian CActive

Substantial overlap · 16 shared positions

$ADI $ROK $TJX $ADP $DHR $ABT

$646M

95 positions

#9Reynders McVeigh Capital Management, LLC

Substantial 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 $ATR $ABT

$620M

51 positions

#11Minot DeBlois Advisors LLCPassive

Notable overlap · 10 shared positions

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

$116M

240 positions

#12HALL LAURIE J TRUSTEEPassive

Notable overlap · 9 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$322M

103 positions

#13Birch Hill Investment Advisors LLCActive

Notable overlap · 8 shared positions

$ROK $TJX $VRTX $ADI $ASML $NEE

$2.5B

211 positions

#14ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $ASML $WCN $CRWD

$713M

97 positions

#15Dundas Partners LLPActive

Notable overlap · 5 shared positions

$ADI $ABT $ADP $AXP $APH

$1.4B

31 positions

#16HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $ADP $DHR $SCHW $NEE $APH

$410M

53 positions

#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$TJX $DHR $CNI $ABT $ADP $ASML

$10.3B

565 positions

#18WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 6 shared positions

$TJX $ADP $ABT $NEE $DHR $APH

$947M

155 positions

#19Bath Savings Trust CoActive

Notable overlap · 6 shared positions

$TJX $ADP $ABT $NEE $DHR $APH

$965M

177 positions

#20DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$ADI $DHR $XYL $SCHW $APH

$662M

37 positions

#21NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$TJX $ADP $XYL $CNI $DHR

$341M

91 positions

#22Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $AXP $NEE $ADP $DHR $ASML

$710M

193 positions

#23ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$ADI $ADP $ABT

$878M

73 positions

#24Renaissance Investment Group LLCPassive

Notable overlap · 6 shared positions

$TJX $XYL $NEE $DHR $CRWD $APH

$508M

84 positions

#25BARLOW WEALTH PARTNERS, INC.Active

Notable overlap · 5 shared positions

$TJX $SCHW $VRTX $UBER $ASML

$926M

149 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.