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Hedge Funds Similar to Elmwood Wealth

13F Portfolio OverlapQ3 2026Elmwood Wealth portfolio →
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Most similar hedge funds by 13F overlap

Elmwood Wealth Management, Inc. is an institutional investor managing $416M across 207 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Elmwood Wealth are Minot DeBlois Advisors, M. Kraus, Bill Few Associates, with shared positions in $TRV, $ABT, $UNP, $PEP, $ECL, $CRM. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$TRV$ABT$UNP$PEP$ECL$CRM
$116M
240 positions
#2M. Kraus & CoPassive
Some overlap · 7 shared positions
$ROK$MCHP$ABT$PEP$ECL$ETN
$373M
83 positions
#3Bill Few Associates, Inc.Passive
Some overlap · 7 shared positions
$ROK$ABT$COR$PEP$D$ETN
$485M
234 positions
#4BOSTON FAMILY OFFICE LLCPassive
Some overlap · 7 shared positions
$ROK$UNP$ECL$ETN$PEP$MRSH
$1.6B
314 positions
#5NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ROK$ABT$UNP$PEP$ECL$ETN
$381M
144 positions
#6WATERS PARKERSON & CO., LLCActive
Some overlap · 5 shared positions
$ROK$MCHP$ABT$PEP$DIS
$2.0B
200 positions
#7Perkins Coie Trust CoPassive
Some overlap · 6 shared positions
$SCHW$UNP$PEP$ECL$DHR$ETN
$626M
499 positions
#8Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$TRV$SCHW$ABT$UNP$PEP
$170M
121 positions
#9Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$ROK$SCHW$ABT$DHR$UNP
$1.4B
135 positions
#10Broadway Wealth Solutions, Inc.Smart money
Some overlap · 6 shared positions
$MCHP$SCHW$UNP$PEP$ETN$MRSH
$223M
88 positions
#11PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$ABT$PEP$CRM$DHR$ETN$DIS
$441M
87 positions
#12Poehling Capital Management, INC.Passive
Some overlap · 6 shared positions
$SCHW$PEP$CRM$DHR$DIS$C
$486M
164 positions
#13Kidder Stephen WActive
Some overlap · 5 shared positions
$ROK$SCHW$ABT$DHR$PEP
$396M
75 positions
#14Delaney Dennis RActive
Some overlap · 5 shared positions
$ROK$SCHW$ABT$DHR$PEP
$314M
61 positions
#15Sompo Asset Management Co., Ltd.Active
Some overlap · 5 shared positions
$ROK$UNP$CRM$DIS$C
$609M
177 positions
#16Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$SCHW$ABT$UNP$PEP$ROK
$149M
116 positions
#17Agate Pass Investment Management, LLCPassive
Some overlap · 5 shared positions
$TRV$ABT$ROK$PEP$DHR
$285M
111 positions
#18TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$ABT$UNP$PEP$D$ECL
$1.0B
1,024 positions
#19Juno Financial Group LLCActive
Some overlap · 6 shared positions
$SCHW$PEP$D$DHR$ETN$UNP
$282M
73 positions
#20DAVENPORT & Co LLCPassive
Some overlap · 5 shared positions
$ROK$UNP$ABT$DHR$C
$19.9B
1,389 positions
#21SOMERVILLE KURT FActive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$419M
97 positions
#22Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$231M
67 positions
#23Dempze Nancy EPassive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$209M
91 positions
#24PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$388M
66 positions
#25Elefante Mark BActive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$232M
60 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.