What hedge funds are most similar to Baker Chad R?

The funds with the most similar 13F portfolios to Baker Chad R are HALL LAURIE J TRUSTEE, Elefante Mark B, Hemenway, 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 Baker Chad R

13F Portfolio OverlapQ1 2026Baker Chad R portfolio →

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Most similar hedge funds by 13F overlap

Baker Chad R is an institutional investor managing $620M across 51 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 Baker Chad R are HALL LAURIE J TRUSTEE, Elefante Mark B, Hemenway, with shared positions in $APH, $ADI, $ROK, $WM, $CARR, $ABT. The full ranking of 25 similar funds is below.

#1HALL LAURIE J TRUSTEEActive

Substantial overlap · 17 shared positions

$APH $ADI $ROK $WM $CARR $ABT

$283M

104 positions

#2Elefante Mark BPassive

Substantial overlap · 13 shared positions

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

$182M

58 positions

#3Hemenway Trust Co LLCActive

Substantial overlap · 13 shared positions

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

$1.2B

135 positions

#4Delaney Dennis RActive

Substantial overlap · 13 shared positions

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

$282M

60 positions

#5Notis-McConarty EdwardActive

Substantial overlap · 12 shared positions

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

$219M

68 positions

#6SOMERVILLE KURT FActive

Substantial overlap · 12 shared positions

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

$379M

91 positions

#7PUZO MICHAEL JActive

Substantial overlap · 12 shared positions

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

$343M

67 positions

#8Dempze Nancy EPassive

Substantial overlap · 13 shared positions

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

$182M

92 positions

#9Broderick Brian CActive

Substantial overlap · 11 shared positions

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

$542M

95 positions

#10Kidder Stephen WActive

Substantial overlap · 11 shared positions

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

$340M

76 positions

#11Dundas Partners LLPActive

Notable overlap · 7 shared positions

$ADI $APH $ABT $ADP $SYK $AMAT

$1.3B

49 positions

#12Terra Alpha Investments LLC

Notable overlap · 8 shared positions

$WM $ROK $XYL $DHR $CARR $VLTO

$98M

32 positions

#13HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$APH $WM $DHR $TJX $ADP $VLTO

$407M

49 positions

#14Family Legacy Financial Solutions, LLCActive

Notable overlap · 7 shared positions

$AMD $ADI $DHR $WM $CARR $SYK

$124M

44 positions

#15DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$ADI $APH $DHR $XYL

$611M

37 positions

#16SHUTTLEWORTH & CoPassive

Notable overlap · 7 shared positions

$WM $APH $ABT $TJX $TMUS $SYK

$111M

52 positions

#17Mirova US LLCActive

Notable overlap · 7 shared positions

$WM $XYL $DHR $TJX $VLTO $LOW

$8.8B

42 positions

#18ECOFI INVESTISSEMENTS SAActive

Notable overlap · 6 shared positions

$WM $ULS $XYL $DHR $VLTO $ZTS

$55M

36 positions

#19MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 6 shared positions

$ADI $APH $DHR $SYK $UL $VLTO

$1000M

35 positions

#20MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$APH $XYL $DHR $ATR $VLTO

$584M

141 positions

#21Birch Hill Investment Advisors LLCActive

Notable overlap · 5 shared positions

$APH $ROK $TJX $ADI $IBM

$2.2B

195 positions

#22NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$XYL $TJX $ADP $VLTO $SYK $AMD

$326M

86 positions

#23Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$ADI $DHR $APH $LOW $AMAT $ABT

$910M

56 positions

#24M. Kraus & CoActive

Notable overlap · 5 shared positions

$ROK $CARR $ABT $NSC $IBM

$343M

81 positions

#25Midway Capital Research & ManagementPassive

Notable overlap · 5 shared positions

$APH $ADI $SYK $AMAT $WM

$106M

117 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.