What hedge funds are most similar to AVITY INVESTMENT MANAGEMENT INC.?

The funds with the most similar 13F portfolios to AVITY INVESTMENT MANAGEMENT INC. are Mirova US, ALTA /, Birch Hill Investment Advisors, 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 AVITY INVESTMENT

13F Portfolio OverlapQ1 2026AVITY INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

AVITY INVESTMENT MANAGEMENT INC. is an institutional investor managing $1.6B across 118 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 AVITY INVESTMENT are Mirova US, ALTA /, Birch Hill Investment Advisors, with shared positions in $TJX, $NEE, $ECL, $PANW, $TMO, $ACN. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive

Notable overlap · 7 shared positions

$TJX $NEE $ECL $PANW $TMO $ACN

$8.8B

42 positions

#2ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 8 shared positions

$APH $TJX $TMO $ETN $MELI $PANW

$1.3B

100 positions

#3Birch Hill Investment Advisors LLCActive

Notable overlap · 6 shared positions

$APH $TJX $ECL $MRSH $IBM $NEE

$2.2B

195 positions

#4James Hambro & Partners LLPActive

Notable overlap · 8 shared positions

$APH $TXN $TJX $TMO $BDX $MELI

$2.6B

57 positions

#5Railway Pension Investments LtdActive

Notable overlap · 7 shared positions

$NEE $TXN $PANW $TMO $APH $NOW

$7.0B

103 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TJX $NEE $ETN $TXN $TMO $ACN

$336M

46 positions

#7Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$APH $TJX $ECL $ETN $UBER

$193M

50 positions

#8HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$TJX $APH $ECL $TMO $NOW $MELI

$2.5B

262 positions

#9HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $TJX $NEE $AMGN $ETN

$407M

49 positions

#10Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $TXN $NEE $MRSH $CL $IBM

$446M

104 positions

#11Gs Investments, Inc.Passive

Notable overlap · 8 shared positions

$ECL $TMO $AMGN $PANW $NEE $ACN

$175M

134 positions

#12TORRAY LLCActive

Notable overlap · 6 shared positions

$TXN $NEE $MRSH $AMGN $APH $NOW

$682M

88 positions

#13MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$APH $ECL $ETN $TXN $TMO $ACN

$1.2B

81 positions

#14Rock Point Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $NEE $TXN $ACN $UBER $C

$370M

118 positions

#15JLB & ASSOCIATES INCActive

Notable overlap · 5 shared positions

$APH $TJX $AMGN $MRSH $ACN

$696M

70 positions

#16Robbins FarleyActive

Notable overlap · 6 shared positions

$TJX $NEE $ETN $UBER $ECL $IBM

$226M

143 positions

#17MARVIN & PALMER ASSOCIATES INCActive

Notable overlap · 4 shared positions

$APH $TJX $NEE $C

$84M

21 positions

#18Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$APH $TXN $PANW $NOW $UBER

$1.2B

95 positions

#19Hamilton Point Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$TJX $AMGN $ETN $NEE $CL $ACN

$649M

186 positions

#20Maple Capital Management, Inc.Active

Notable overlap · 7 shared positions

$TXN $TJX $AMAT $ACN $CL $ECL

$1.5B

119 positions

#21HALL LAURIE J TRUSTEEActive

Notable overlap · 5 shared positions

$AMAT $TJX $APH $IBM $CARR

$283M

104 positions

#22Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$AMAT $APH $TMO $ACN

$1.6B

31 positions

#23Dundas Partners LLPActive

Notable overlap · 4 shared positions

$AMAT $APH $TMO $ACN

$1.3B

49 positions

#24Sarasin & Partners LLPActive

Notable overlap · 9 shared positions

$CL $AMGN $TMO $MELI $ECL $UBER

$8.2B

88 positions

#25Guinness Atkinson Asset Management IncActive

Notable overlap · 6 shared positions

$APH $AMAT $TMO $ETN $TXN $NEE

$200M

123 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.