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 & /MA

13F Portfolio OverlapQ1 2026MIDDLETON & /MA portfolio →

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Most similar hedge funds by 13F overlap

MIDDLETON & CO INC/MA is an institutional investor managing $877M across 164 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 MIDDLETON & /MA are DB Fitzpatrick & ,, Railway Pension Investments Ltd, Terra Alpha Investments, with shared positions in $DHR, $CRM, $INTU, $ETN, $PANW, $SNPS. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 10 shared positions

$DHR $CRM $INTU $ETN $PANW $SNPS

$117M

106 positions

#2Railway Pension Investments LtdActive

Notable overlap · 7 shared positions

$PANW $NEE $ORLY $EQIX $NOW $SYK

$7.0B

103 positions

#3Terra Alpha Investments LLC

Notable overlap · 9 shared positions

$DHR $NOW $CRM $XYL $ETN $SYK

$98M

32 positions

#4Mirova US LLCActive

Notable overlap · 7 shared positions

$PANW $NEE $DHR $CRM $XYL $ECL

$8.8B

42 positions

#5NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$CRM $INTU $XYL $ETN $VRSK $SYK

$326M

86 positions

#6Motley Fool Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$PANW $NEE $EQIX $NOW $CRM $DHR

$884M

124 positions

#7MOGY JOEL R INVESTMENT COUNSEL INCActive

Notable overlap · 7 shared positions

$PANW $ORLY $CRM $INTU $SYK $IDXX

$1.6B

114 positions

#8LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$DHR $NOW $INTU $AMT $SNPS $SYK

$10.0B

560 positions

#9HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$ORLY $DHR $NOW $SYK $ECL $IDXX

$2.5B

262 positions

#10MIROVAPassive

Notable overlap · 8 shared positions

$NOW $PANW $XYL $DHR $SNPS $ECL

$2.5B

179 positions

#11Quintet Private Bank (Europe) S.A.Active

Notable overlap · 6 shared positions

$PANW $NEE $NOW $XYL $AMT $SNPS

$1.5B

187 positions

#12TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$PANW $NOW $ETN $ECL $XYL $SYK

$3.0B

230 positions

#13InTrack Investment Management IncPassive

Notable overlap · 6 shared positions

$PANW $EQIX $DHR $NEE $ETN $SYK

$175M

108 positions

#14DAVIS R M INCActive

Notable overlap · 7 shared positions

$PANW $NEE $ETN $INTU $DHR $AMT

$5.6B

273 positions

#15Sustainable Growth Advisers, LPActive

Notable overlap · 7 shared positions

$DHR $CRM $INTU $STE $NOW $SNPS

$10.6B

51 positions

#16ABN AMRO Bank N.V.Active

Some overlap · 6 shared positions

$PANW $ORLY $EQIX $XYL $SYK $NOW

$9.3B

228 positions

#17Bath Savings Trust CoActive

Some overlap · 7 shared positions

$NEE $INTU $DHR $EQIX $SYK $ECL

$936M

168 positions

#18Capital Investment Services of America, Inc.Active

Some overlap · 7 shared positions

$DHR $NOW $UPST $SNPS $SYK $ECL

$958M

80 positions

#19Williams Jones Wealth Management, LLC.Active

Some overlap · 7 shared positions

$ORLY $INTU $ETN $DHR $STE $ECL

$8.1B

514 positions

#20Foresight Group Ltd Liability PartnershipPassive

Some overlap · 7 shared positions

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

$566M

59 positions

#21Gouws Capital LLCActive

Some overlap · 6 shared positions

$NEE $PANW $DHR $XYL $SYK $ETN

$189M

58 positions

#22CMH Wealth Management LLCPassive

Some overlap · 6 shared positions

$PANW $NOW $CRM $DHR $ETN $SYK

$583M

113 positions

#23Quilter PlcActive

Some overlap · 6 shared positions

$PANW $NEE $EQIX $INTU $MDLZ $SYK

$5.7B

124 positions

#24WELCH & FORBES LLCActive

Some overlap · 6 shared positions

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

$7.7B

368 positions

#25Employees Provident Fund BoardActive

Some overlap · 5 shared positions

$PANW $NEE $NOW $CRM $SNPS

$13.2B

70 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.