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Hedge Funds Similar to ST GERMAIN D J

13F Portfolio OverlapQ1 2026ST GERMAIN D J portfolio →
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Most similar hedge funds by 13F overlap

ST GERMAIN D J CO INC is an institutional investor managing $2.5B across 901 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 ST GERMAIN D J are LAWOOD &, Madson Wealth Advisors, Boomfish Wealth Group,, with shared positions in $SOLV, $NEE, $PANW, $VZ, $DHR, $SE. The full ranking of 25 similar funds is below.

#1LAWOOD & COPassive
Notable overlap · 4 shared positions
$SOLV$NEE$PANW$VZ
$108M
90 positions
#2Madson Wealth Advisors IncPassive
Notable overlap · 6 shared positions
$SOLV$DHR$SE$ASML$CMI$WFC
$120M
84 positions
#3Boomfish Wealth Group, LLCPassive
Notable overlap · 6 shared positions
$ASML$JHG$NEE$CRM$BKNG$PANW
$187M
87 positions
#4Minot DeBlois Advisors LLCPassive
Notable overlap · 8 shared positions
$CB$ASML$NEE$DHR$CRM$SLB
$110M
226 positions
#5MBA Advisors LLCPassive
Some overlap · 5 shared positions
$SOLV$JHG$ASML$VZ$AMGN
$260M
146 positions
#6Edge Financial Advisors LLC
Some overlap · 3 shared positions
$SOLV$NEE$DHR
$238M
135 positions
#7Savant Capital, LLCActive
Some overlap · 4 shared positions
$SOLV$NEE$DHR$SE
$20.7B
1,500 positions
#8Phoenix Wealth AdvisorsActive
Some overlap · 7 shared positions
$CB$GMM$NEE$WFC$CMI$VZ
$253M
126 positions
#9Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$NEE$CB$AMGN$WFC$CRM$VZ
$210M
79 positions
#10Alpha Zero LLCActive
Some overlap · 4 shared positions
$SOLV$JHG$TJX$ASML
$198M
79 positions
#11Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$NEE$AMGN$CRM$DHR$CMI$VZ
$649M
186 positions
#12KELLY FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$SOLV$DHR$SE$ASML
$398M
100 positions
#13SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$SOLV$JHG$VZ
$119M
61 positions
#14Able Wealth Management LLCPassive
Some overlap · 5 shared positions
$SOLV$JHG$SE$GMM$DHR
$374M
138 positions
#15Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$SOLV$DHR$TJX
$98M
68 positions
#16DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$CB$CRM$AMGN$PANW$VLTO$DHR
$117M
106 positions
#17Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$SOLV$GMM$PANW$SE
$222M
73 positions
#18Breakwater Capital GroupPassive
Some overlap · 4 shared positions
$SOLV$JHG$NEE$SE
$747M
373 positions
#19Mirova US LLCActive
Some overlap · 6 shared positions
$NEE$CRM$PANW$VLTO$DHR$TJX
$8.8B
42 positions
#20DAVIS R M INCActive
Some overlap · 6 shared positions
$CB$ASML$NEE$PANW$DHR$TJX
$5.6B
273 positions
#21Weil Company, Inc.Passive
Some overlap · 3 shared positions
$SOLV$CB$VLTO
$445M
115 positions
#22Vertex Planning Partners, LLCActive
Some overlap · 6 shared positions
$SOLV$SE$DHR$VZ$JHG$GMM
$515M
135 positions
#23Investment Research & Advisory Group, Inc.Active
Some overlap · 6 shared positions
$ASML$CB$CRM$BKNG$PANW$DHR
$286M
279 positions
#24VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$ASML$WFC$PANW$AMGN$CRM
$126M
106 positions
#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$AMGN$ASML$CB$PANW$TJX
$7.8B
1,278 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.