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Hedge Funds Similar to LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

13F Portfolio OverlapQ1 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio →
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Most similar hedge funds by 13F overlap

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is an institutional investor managing $10.0B across 560 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 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA are Bath Savings, Investment Services of America,, SOMERVILLE KURT F, with shared positions in $SYK, $TJX, $INTU, $ABT, $ADP, $DHR. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive
Notable overlap · 9 shared positions
$SYK$TJX$INTU$ABT$ADP$DHR
$936M
168 positions
#2Capital Investment Services of America, Inc.Active
Notable overlap · 10 shared positions
$TJX$DHR$SYK$NOW$SNPS$VEEV
$958M
80 positions
#3SOMERVILLE KURT FPassive
Notable overlap · 10 shared positions
$TJX$DHR$ABT$CNI$ADP$FISV
$379M
91 positions
#4NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 7 shared positions
$SYK$TJX$INTU$CNI$ADP$DHR
$326M
86 positions
#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 7 shared positions
$SYK$DHR$EOG$ABT$ADP$CHD
$2.1B
122 positions
#6Delaney Dennis RPassive
Notable overlap · 8 shared positions
$TJX$DHR$ABT$CNI$ADP$FISV
$282M
60 positions
#7Elefante Mark BPassive
Notable overlap · 8 shared positions
$TJX$DHR$ABT$CNI$ADP$ADI
$182M
58 positions
#8Suncoast Equity ManagementActive
Notable overlap · 5 shared positions
$SYK$INTU$TJX$NOW$ADP
$833M
101 positions
#9Broderick Brian CActive
Notable overlap · 8 shared positions
$TJX$DHR$ABT$CNI$ADP$FISV
$542M
95 positions
#10NORTH STAR ASSET MANAGEMENT INCPassive
Notable overlap · 11 shared positions
$ABT$SYK$TMO$SNPS$VEEV$DHR
$2.3B
356 positions
#11PUZO MICHAEL JPassive
Notable overlap · 8 shared positions
$TJX$DHR$ABT$CNI$ADP$FISV
$343M
67 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$DHR$TMO$TJX$INTU$VEEV$EOG
$506M
75 positions
#13ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Notable overlap · 8 shared positions
$SYK$TMO$NOW$VEEV$SBUX$ASML
$584M
366 positions
#14HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 8 shared positions
$TJX$DHR$SYK$TMO$NOW$ADP
$2.5B
262 positions
#15Ramsay, Stattman, Vela & Price, Inc.Passive
Notable overlap · 8 shared positions
$SYK$DHR$ABT$TMO$ADP$SBUX
$506M
79 positions
#16Liberty Capital Management, Inc.
Notable overlap · 9 shared positions
$INTU$TMO$DHR$ABT$SYK$AMT
$537M
180 positions
#17Boit C F DavidPassive
Notable overlap · 11 shared positions
$INTU$SYK$ABT$PH$ADP$EOG
$225M
117 positions
#18Tandem Investment Advisors, Inc.Active
Notable overlap · 8 shared positions
$SYK$INTU$ABT$ADP$CHD$IDXX
$2.0B
83 positions
#19Hemenway Trust Co LLCActive
Notable overlap · 7 shared positions
$TJX$DHR$ABT$ADP$CNI$ADI
$1.2B
135 positions
#20Kidder Stephen WPassive
Notable overlap · 7 shared positions
$TJX$DHR$ABT$CNI$ADP$FISV
$340M
76 positions
#21Dempze Nancy EPassive
Notable overlap · 7 shared positions
$TJX$DHR$ABT$ADP$CNI$ADI
$182M
92 positions
#22NICHOLS & PRATT ADVISERS LLP /MAActive
Notable overlap · 7 shared positions
$TJX$TMO$INTU$ADP$SNPS$SYK
$1.5B
105 positions
#23LETSON INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 7 shared positions
$SYK$INTU$ABT$CNI$FISV$ADP
$260M
101 positions
#24Notis-McConarty EdwardActive
Notable overlap · 7 shared positions
$TJX$DHR$ABT$CNI$ADP$ADI
$219M
68 positions
#25Triad Investment ManagementPassive
Notable overlap · 6 shared positions
$DHR$INTU$NXPI$FISV$ASML$LOW
$271M
51 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.