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Hedge Funds Similar to MASSACHUSETTS FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026MASSACHUSETTS FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ is an institutional investor managing $315.2B across 1,005 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 MASSACHUSETTS FINANCIAL SERVICES are Coign Advisors, Guinness Atkinson Asset, OAK ASSOCIATES LTD, with shared positions in $CI, $TMO, $ADI, $SCHW, $CB, $APH. The full ranking of 25 similar funds is below.

#1Coign Capital Advisors LLCActive
Some overlap · 9 shared positions
$CI$TMO$ADI$SCHW$CB$APH
$222M
88 positions
#2Guinness Atkinson Asset Management IncPassive
Some overlap · 7 shared positions
$KLAC$MDT$TMO$ETN$APH$NDAQ
$223M
107 positions
#3OAK ASSOCIATES LTD /OH/Active
Some overlap · 7 shared positions
$KLAC$CI$SCHW$CB$APH$NXPI
$1.8B
139 positions
#4Meriwether Wealth & Planning, LLCActive
Some overlap · 7 shared positions
$KLAC$MDT$BDX$ADI$SCHW$COP
$202M
122 positions
#5CONNABLE OFFICE INCActive
Some overlap · 8 shared positions
$KLAC$LIN$ADI$STX$ETN$APH
$1.1B
231 positions
#6Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 6 shared positions
$KLAC$AON$TMO$ADI$SCHW$ETN
$215M
95 positions
#7FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$MDT$AON$BDX$ADI$SCHW$COP
$355M
257 positions
#8ProVise Management Group, LLCPassive
Some overlap · 7 shared positions
$MDT$AON$BDX$ADI$SCHW$COP
$1.5B
282 positions
#9Keystone Financial ServicesActive
Some overlap · 7 shared positions
$MDT$BDX$AON$ADI$SCHW$COP
$388M
131 positions
#10Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$KLAC$CI$SCHW$ETN$AEM$MS
$1.1B
168 positions
#11Orange Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$KLAC$MDT$TMO$SCHW$APH$MS
$823M
143 positions
#12CRUX WEALTH ADVISORSPassive
Some overlap · 7 shared positions
$MDT$BDX$ADI$SCHW$ETN$COP
$289M
192 positions
#13W.H. Cornerstone Investments Inc.Passive
Some overlap · 6 shared positions
$KLAC$LIN$TMO$MDT$ETN$CB
$177M
141 positions
#14BDF-GESTIONActive
Some overlap · 6 shared positions
$KLAC$CI$LIN$ADI$APH$MS
$747M
143 positions
#15Bank Julius Baer & Co. Ltd, ZurichActive
Some overlap · 6 shared positions
$KLAC$UBS$LIN$ETN$APH$COP
$38.6B
661 positions
#16Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$KLAC$STX$ADI$APH$MS$MCK
$29.1B
66 positions
#17Avalon Trust CoActive
Some overlap · 5 shared positions
$KLAC$LIN$AON$TMO$ADI
$1.6B
462 positions
#18Guinness Asset Management LTDActive
Some overlap · 6 shared positions
$KLAC$MDT$TMO$ETN$APH$NDAQ
$5.9B
141 positions
#19WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$LIN$MDT$AON$STX$MCK$UBS
$55.2B
266 positions
#20Cornerstone Advisors, LLCActive
Some overlap · 6 shared positions
$KLAC$LIN$STX$ETN$APH$MS
$3.0B
112 positions
#21EASTERN BANKPassive
Some overlap · 5 shared positions
$KLAC$LIN$STX$ADI$ETN
$6.5B
1,038 positions
#22Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$KLAC$LIN$AON$ETN$ADI
$257M
258 positions
#23HEADINVEST, LLCPassive
Some overlap · 5 shared positions
$KLAC$LIN$MDT$WAT$ETN
$536M
217 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$LIN$ADI$ETN$APH
$686M
532 positions
#25First Pacific Advisors, LPActive
Some overlap · 6 shared positions
$AON$WAT$BDX$TMO$ADI$NXPI
$8.1B
75 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.