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Hedge Funds Similar to Nvest Financial

13F Portfolio OverlapQ2 2026Nvest Financial portfolio →
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Most similar hedge funds by 13F overlap

Nvest Financial, LLC is an institutional investor managing $316M across 150 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 Nvest Financial are Bath Savings, WENDELL DAVID ASSOCIATES, Stokes Advisors, with shared positions in $TJX, $NEE, $ADP, $SHW, $ECL, $LMT. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive
Notable overlap · 6 shared positions
$TJX$NEE$ADP$SHW$ECL$LMT
$966M
178 positions
#2WENDELL DAVID ASSOCIATES INCActive
Notable overlap · 5 shared positions
$TJX$NEE$ADP$ECL$SHW
$958M
151 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$ADP$SHW$LMT
$455M
118 positions
#4Robbins FarleyPassive
Some overlap · 4 shared positions
$TJX$NEE$SHW$ECL
$262M
158 positions
#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$NEE$ASML$PGR$ADP$LMT
$2.1B
131 positions
#6ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$ASML$ADP$ECL
$713M
97 positions
#7HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$NEE$ADP
$410M
53 positions
#8Birch Hill Investment Advisors LLCPassive
Some overlap · 4 shared positions
$TJX$ASML$ECL$NEE
$2.4B
219 positions
#9Elefante Mark BActive
Some overlap · 4 shared positions
$TJX$NEE$ADP$ASML
$232M
60 positions
#10Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$ASML$NEE$ADP$ECL
$116M
240 positions
#11FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$TJX$ASML$NEE$PGR$GLDM
$1.7B
208 positions
#12Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$NEE$TJX$GSK$PH
$253M
63 positions
#13Mirova US LLCActive
Some overlap · 3 shared positions
$TJX$NEE$ECL
$9.3B
45 positions
#14AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$TJX$NEE$ECL
$1.6B
120 positions
#15Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$TJX$PGR$SHW$PH
$1.3B
62 positions
#16Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$ASML$PGR$ADP
$127M
58 positions
#17Delaney Dennis RActive
Some overlap · 4 shared positions
$TJX$ADP$NEE$ASML
$314M
61 positions
#18Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$TJX$NEE$ADP$ASML
$1.4B
135 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$NEE$TJX$ASML$LMT
$1.3B
73 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$NEE$ASML$ADP
$710M
193 positions
#21BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$NEE$ASML$ADP$ECL$TJX$PH
$1.6B
314 positions
#22WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$TJX$PGR$TDY$LMT
$260M
93 positions
#23SOMERVILLE KURT FActive
Some overlap · 4 shared positions
$TJX$NEE$ADP$ASML
$419M
97 positions
#24LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$TJX$ASML$ADP$PH
$10.8B
564 positions
#25Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$NEE$ASML$ADP$SHW
$486M
109 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.