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 MIDDLETON

13F Portfolio OverlapQ2 2026MIDDLETON portfolio →

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Most similar hedge funds by 13F overlap

MIDDLETON & CO INC/MA is an institutional investor managing $942M across 170 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 MIDDLETON are BOSTON FAMILY OFFICE, HOWLAND, DB Fitzpatrick, with shared positions in $NEE, $ETN, $SPGI, $NOW, $ECL, $AMT. The full ranking of 25 similar funds is below.

#1BOSTON FAMILY OFFICE LLCActive

Notable overlap · 11 shared positions

$NEE $ETN $SPGI $NOW $ECL $AMT

$1.6B

314 positions

#2HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$ORLY $DHR $SPGI $NOW $ECL $SYK

$2.8B

278 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 8 shared positions

$ORLY $DHR $ETN $CRM $SNPS $ECL

$124M

100 positions

#4Sustainable Growth Advisers, LPActive

Notable overlap · 9 shared positions

$DHR $EQIX $NOW $SPGI $CRM $SNPS

$10.2B

47 positions

#5DEARBORN PARTNERS LLCActive

Notable overlap · 8 shared positions

$QCOM $SPGI $STE $NEE $VRSK $ECL

$1.8B

269 positions

#6Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$QCOM $DHR $NOW $SNPS $ECL $SYK

$1.0B

83 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 7 shared positions

$ORLY $SPGI $STE $SYK $WCN $IDXX

$456M

67 positions

#8Foresight Group Ltd Liability PartnershipPassive

Some overlap · 7 shared positions

$EQIX $STE $XYL $SNPS $ECL $AMT

$556M

62 positions

#9LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 7 shared positions

$DHR $NOW $SNPS $QCOM $AMT $SYK

$10.3B

565 positions

#10DILLON & ASSOCIATES INCActive

Some overlap · 6 shared positions

$ORLY $ETN $DHR $ECL $SYK $NEE

$817M

80 positions

#11Bath Savings Trust CoActive

Some overlap · 7 shared positions

$NEE $EQIX $DHR $ECL $SYK $IDXX

$965M

177 positions

#12Mirova US LLCActive

Some overlap · 7 shared positions

$NEE $DHR $XYL $ECL $CRM $AWK

$9.3B

45 positions

#13WELCH & FORBES LLCActive

Some overlap · 6 shared positions

$ORLY $DHR $ECL $SYK $IDXX $NEE

$8.2B

388 positions

#14Williams Jones Wealth Management, LLC.Active

Some overlap · 7 shared positions

$ETN $ORLY $DHR $ECL $IDXX $STE

$8.9B

547 positions

#15Strategic Wealth Investment Group, LLCPassive

Some overlap · 5 shared positions

$ORLY $NEE $DHR $CRM $ETN

$825M

104 positions

#16NICHOLAS COMPANY, INC.Active

Some overlap · 6 shared positions

$ORLY $ETN $SPGI $SNPS $SYK $WCN

$5.5B

195 positions

#17DAVIS R M INCActive

Some overlap · 7 shared positions

$ETN $NEE $DHR $AMT $WCN $IDXX

$6.3B

280 positions

#18HARVEY INVESTMENT CO LLCActive

Some overlap · 6 shared positions

$ORLY $STE $VRSK $WCN $IDXX $APH

$918M

99 positions

#19Eos Management, L.P.Active

Some overlap · 6 shared positions

$ORLY $NOW $SNPS $SPGI $APH $ETN

$252M

35 positions

#20Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$NEE $QCOM $EQIX $SYK $APH

$8.0B

102 positions

#21LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$DHR $SPGI $CRM $AMT $NOW $MDLZ

$143M

89 positions

#22SFE Investment CounselPassive

Some overlap · 5 shared positions

$NEE $QCOM $ETN $DHR $IQV

$742M

152 positions

#23McCollum Christoferson Group LLCPassive

Some overlap · 6 shared positions

$NEE $STE $NOW $ECL $DHR $AMT

$341M

80 positions

#24WENDELL DAVID ASSOCIATES INCActive

Some overlap · 7 shared positions

$NEE $ECL $SYK $DHR $APH $IDXX

$947M

155 positions

#25HOWARD BAILEY SECURITIES, LLCActive

Some overlap · 7 shared positions

$NOW $SNPS $SPGI $ETN $VRSK $IDXX

$267M

121 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.