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 Baker Chad R

13F Portfolio OverlapQ3 2026Baker Chad R portfolio →

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Most similar hedge funds by 13F overlap

Baker Chad R is an institutional investor managing $612M across 52 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Baker Chad R are Reynders McVeigh, HALL LAURIE J TRUSTEE, Delaney Dennis R, with shared positions in $ADI, $ROK, $APH, $ULS, $CARR, $TMUS. The full ranking of 25 similar funds is below.

#1Reynders McVeigh Capital Management, LLCActive

Substantial overlap · 19 shared positions

$ADI $ROK $APH $ULS $CARR $TMUS

$2.3B

196 positions

#2HALL LAURIE J TRUSTEEPassive

Substantial overlap · 14 shared positions

$APH $ROK $ADI $CARR $ULS $WM

$314M

98 positions

#3Delaney Dennis RActive

Notable overlap · 10 shared positions

$ADI $ROK $XYL $DHR $ATR $ABT

$314M

61 positions

#4Hemenway Trust Co LLCActive

Notable overlap · 10 shared positions

$ADI $ROK $XYL $DHR $ATR $ABT

$1.4B

135 positions

#5Elefante Mark BActive

Notable overlap · 9 shared positions

$ADI $ROK $XYL $DHR $ATR $ABT

$232M

60 positions

#6SOMERVILLE KURT FActive

Notable overlap · 9 shared positions

$ADI $ROK $DHR $XYL $ATR $ABT

$419M

97 positions

#7Notis-McConarty EdwardActive

Notable overlap · 9 shared positions

$ADI $ROK $DHR $XYL $ATR $ABT

$231M

67 positions

#8Dempze Nancy EPassive

Notable overlap · 9 shared positions

$ADI $ROK $XYL $DHR $ABT $ADP

$209M

91 positions

#9PUZO MICHAEL JPassive

Notable overlap · 8 shared positions

$ADI $ROK $XYL $DHR $ATR $ABT

$388M

66 positions

#10Broderick Brian CActive

Notable overlap · 8 shared positions

$ADI $ROK $DHR $ATR $ABT $ADP

$646M

95 positions

#11Kidder Stephen WActive

Notable overlap · 8 shared positions

$ADI $ROK $DHR $XYL $ATR $ABT

$396M

75 positions

#12Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $ADI $ABT $ADP $SYK

$1.4B

31 positions

#13HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$APH $WM $DHR $ADP $TJX $VLTO

$410M

53 positions

#14DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$APH $ADI $XYL $DHR

$629M

36 positions

#15PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$APH $CARR $ADI $TJX $SYK $ROK

$837M

90 positions

#16Birch Hill Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$APH $ROK $ADI $TJX

$2.4B

219 positions

#17MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$APH $ADI $DHR $SYK $UL

$1.0B

33 positions

#18RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 7 shared positions

$APH $TJX $WM $SYK $TMUS $ABT

$794M

188 positions

#19MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$APH $XYL $DHR $ATR $VLTO

$635M

146 positions

#20Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$WM $DHR $TJX $ABT $ADI $ADP

$110M

55 positions

#21HOME FEDERAL BANK OF TENNESSEESmart money

Notable overlap · 6 shared positions

$ADI $WM $NSC $ADP $ABT $CARR

$465M

116 positions

#22BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$ADI $ABT $TJX $APH $ADP $SYK

$346M

113 positions

#23Midway Capital Research & ManagementActive

Notable overlap · 4 shared positions

$APH $ADI $SYK $WM

$118M

50 positions

#24M. Kraus & CoPassive

Notable overlap · 4 shared positions

$ROK $CARR $NSC $ABT

$373M

83 positions

#25Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$ADI $DHR $ABT $ADP $TJX $XYL

$116M

240 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.