What hedge funds are most similar to NORTHSTAR ASSET MANAGEMENT INC?

The funds with the most similar 13F portfolios to NORTHSTAR ASSET MANAGEMENT INC are ZEVIN ASSET, Bath Savings, Raub Brock, 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 NORTHSTAR ASSET

13F Portfolio OverlapQ1 2026NORTHSTAR ASSET portfolio →

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Most similar hedge funds by 13F overlap

NORTHSTAR ASSET MANAGEMENT INC is an institutional investor managing $326M across 86 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 NORTHSTAR ASSET are ZEVIN ASSET, Bath Savings, Raub Brock, with shared positions in $TJX, $ADP, $LIN, $VLTO, $UL, $DLR. The full ranking of 25 similar funds is below.

#1ZEVIN ASSET MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$TJX $ADP $LIN $VLTO $UL $DLR

$723M

93 positions

#2Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$TJX $SYK $ADP $INTU $IDXX $BR

$936M

168 positions

#3Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$TJX $ETN $ADP $INTU $NDAQ $NVO

$395M

43 positions

#4NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$TJX $ADP $LIN $INTU $SYK $NVO

$1.5B

105 positions

#5Suncoast Equity ManagementActive

Notable overlap · 6 shared positions

$SYK $ETN $TJX $ADP $INTU $BR

$833M

101 positions

#6Delaney Dennis RActive

Notable overlap · 6 shared positions

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

$282M

60 positions

#7LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$SYK $TJX $INTU $CNI $ADP $DHR

$10.0B

560 positions

#8Terra Alpha Investments LLC

Notable overlap · 8 shared positions

$ETN $XYL $VLTO $IDXX $CRM $SYK

$98M

32 positions

#9Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$TJX $LIN $ETN $DHR

$193M

50 positions

#10Elefante Mark BPassive

Notable overlap · 6 shared positions

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

$182M

58 positions

#11PUZO MICHAEL JActive

Notable overlap · 6 shared positions

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

$343M

67 positions

#12HALL LAURIE J TRUSTEEActive

Notable overlap · 8 shared positions

$SYK $TJX $XYL $UL $CRM $AMD

$283M

104 positions

#13SOMERVILLE KURT FActive

Notable overlap · 6 shared positions

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

$379M

91 positions

#14HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $ADP $VLTO $INTU $DHR $ETN

$407M

49 positions

#15Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

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

$1.2B

135 positions

#16COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 6 shared positions

$LIN $IDXX $INTU $VRSK $MELI $SYK

$4.6B

52 positions

#17Long Road Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$SYK $ADP $IDXX $BR $INTU

$255M

78 positions

#18Mirova US LLCActive

Notable overlap · 7 shared positions

$TJX $XYL $VLTO $CRM $DHR $PANW

$8.8B

42 positions

#19Kidder Stephen WActive

Notable overlap · 6 shared positions

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

$340M

76 positions

#20Broderick Brian CActive

Notable overlap · 6 shared positions

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

$542M

95 positions

#21LGT CAPITAL PARTNERS LTD.Active

Notable overlap · 7 shared positions

$SYK $XYL $IDXX $NDAQ $PANW $VLTO

$1.9B

38 positions

#22Notis-McConarty EdwardActive

Notable overlap · 6 shared positions

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

$219M

68 positions

#23Williams Jones Wealth Management, LLC.Active

Notable overlap · 7 shared positions

$TJX $ETN $IDXX $INTU $ADP $DHR

$8.1B

514 positions

#24Baker Chad RActive

Notable overlap · 8 shared positions

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

$530M

56 positions

#25FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$TJX $LIN $XYL $SYK $DHR

$102M

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.