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 Delaney Dennis R

13F Portfolio OverlapQ1 2026Delaney Dennis R portfolio →

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Most similar hedge funds by 13F overlap

Delaney Dennis R is an institutional investor managing $282M across 60 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 Delaney Dennis R are Elefante Mark B, SOMERVILLE KURT F, PUZO MICHAEL J, with shared positions in $ADI, $TJX, $ABT, $AMD, $ROK, $ADP. The full ranking of 25 similar funds is below.

#1Elefante Mark BPassive

Highly similar · 22 shared positions

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

$182M

58 positions

#2SOMERVILLE KURT FPassive

Highly similar · 21 shared positions

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

$379M

91 positions

#3PUZO MICHAEL JPassive

Substantial overlap · 21 shared positions

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

$343M

67 positions

#4Hemenway Trust Co LLCActive

Substantial overlap · 19 shared positions

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

$1.2B

135 positions

#5Notis-McConarty EdwardActive

Substantial overlap · 17 shared positions

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

$219M

68 positions

#6Kidder Stephen WPassive

Substantial overlap · 18 shared positions

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

$340M

76 positions

#7Dempze Nancy EPassive

Substantial overlap · 18 shared positions

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

$182M

92 positions

#8Broderick Brian CActive

Substantial overlap · 18 shared positions

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

$542M

95 positions

#9Baker Chad RActive

Substantial overlap · 13 shared positions

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

$530M

56 positions

#10HALL LAURIE J TRUSTEEPassive

Notable overlap · 11 shared positions

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

$283M

104 positions

#11Dundas Partners LLPActive

Notable overlap · 5 shared positions

$ADI $ABT $ADP $AMAT $AXP

$1.3B

49 positions

#12NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

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

$326M

86 positions

#13Birch Hill Investment Advisors LLCActive

Notable overlap · 7 shared positions

$TJX $ROK $VRTX $ADI $FISV $ASML

$2.2B

195 positions

#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TJX $DHR $ABT $CNI $ADP $FISV

$10.0B

560 positions

#15DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$ADI $DHR $SCHW $XYL $FISV

$611M

37 positions

#16Minot DeBlois Advisors LLCPassive

Notable overlap · 10 shared positions

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

$110M

226 positions

#17McGuire Investment Group, LLCActive

Notable overlap · 7 shared positions

$AMD $ADI $AMAT $SCHW $ASML $ROK

$885M

121 positions

#18HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$TJX $ADP $DHR $SCHW $NEE

$407M

49 positions

#19Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

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

$2.0B

162 positions

#20Phraction Management LLCActive

Notable overlap · 5 shared positions

$ADI $DHR $AMAT $ASML $HON

$483M

65 positions

#21ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$TJX $ADP $ADI $ASML $WCN

$723M

93 positions

#22ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$ADI $ABT $ADP

$853M

70 positions

#23Bill Few Associates, Inc.Passive

Notable overlap · 7 shared positions

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

$417M

212 positions

#24WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$ABT $DHR $ADP $NEE $ASML $HON

$2.1B

122 positions

#25Ironvine Capital Partners, LLCActive

Notable overlap · 7 shared positions

$ADI $DHR $AMAT $ASML $HON $UNH

$910M

56 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.