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, WENDELL DAVID ASSOCIATES, 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 OverlapQ2 2026NORTHSTAR ASSET portfolio →

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Most similar hedge funds by 13F overlap

NORTHSTAR ASSET MANAGEMENT INC is an institutional investor managing $341M across 91 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 NORTHSTAR ASSET are ZEVIN ASSET, Bath Savings, WENDELL DAVID ASSOCIATES, with shared positions in $TJX, $ADP, $LIN, $DDOG, $UL, $DLR. The full ranking of 25 similar funds is below.

#1ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $ADP $LIN $DDOG $UL $DLR

$713M

97 positions

#2Bath Savings Trust CoActive

Notable overlap · 7 shared positions

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

$965M

177 positions

#3WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

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

$947M

155 positions

#4Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$LIN $ETN $TJX $KLAC $ANET $DHR

$214M

50 positions

#5FUNDSMITH INVESTMENT SERVICES LTD.Active

Notable overlap · 5 shared positions

$SYK $ADP $TJX $IDXX $BMI

$4.5B

27 positions

#6Delaney Dennis R

Notable overlap · 5 shared positions

$TJX $ADP $CNI $XYL $DHR

$314M

61 positions

#7Fundsmith LLPActive

Notable overlap · 5 shared positions

$SYK $ADP $TJX $IDXX $BMI

$13.6B

41 positions

#8NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

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

$1.6B

109 positions

#9LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 6 shared positions

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

$10.3B

565 positions

#10Impax Asset Management Group plcActive

Notable overlap · 5 shared positions

$LIN $XYL $VLTO $KLAC $BMI

$15.4B

284 positions

#11HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

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

$410M

53 positions

#12HEADINVEST, LLCPassive

Notable overlap · 9 shared positions

$LIN $UL $ETN $IDXX $INTU $KLAC

$536M

217 positions

#13Elefante Mark BActive

Notable overlap · 5 shared positions

$TJX $ADP $XYL $CNI $DHR

$232M

60 positions

#14Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$SYK $LIN $BMI $ANET

$1.2B

98 positions

#15FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$TJX $LIN $XYL $SYK $MELI $DHR

$118M

56 positions

#16Bey-Douglas LLC

Notable overlap · 5 shared positions

$SYK $ETN $ADP $INTU $CRM

$115M

56 positions

#17ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$ETN $TJX $SYK $MELI $INTU $BMI

$1.3B

109 positions

#18Kidder Stephen W

Notable overlap · 5 shared positions

$TJX $ADP $XYL $CNI $DHR

$396M

75 positions

#19Suncoast Equity ManagementActive

Notable overlap · 5 shared positions

$SYK $ETN $TJX $BR $ADP

$798M

63 positions

#20PUZO MICHAEL JPassive

Notable overlap · 5 shared positions

$TJX $ADP $XYL $CNI $DHR

$388M

66 positions

#21Long Road Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$SYK $ADP $IDXX $BR

$271M

80 positions

#22Raub Brock Capital Management LPActive

Notable overlap · 5 shared positions

$TJX $ETN $NDAQ $NVO $ADP

$363M

45 positions

#23HALL LAURIE J TRUSTEEPassive

Notable overlap · 7 shared positions

$SYK $TJX $XYL $UL $VLTO $BR

$322M

103 positions

#24Hemenway Trust Co LLCActive

Notable overlap · 5 shared positions

$TJX $ADP $XYL $CNI $DHR

$1.4B

135 positions

#25COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$LIN $SYK $ADP

$1.7B

91 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.