13F Pro

Hedge Funds Similar to Birch Hill Investment Advisors

13F Portfolio OverlapQ2 2026Birch Hill Investment Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Birch Hill Investment Advisors LLC is an institutional investor managing $2.5B across 211 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 Birch Hill Investment Advisors are Delaney Dennis R, Ayrshire, Reynders McVeigh, with shared positions in $TJX, $ROK, $ADI, $VRTX, $FISV, $NEE. The full ranking of 25 similar funds is below.

#1Delaney Dennis RActive
Notable overlap · 9 shared positions
$TJX$ROK$ADI$VRTX$FISV$NEE
$314M
61 positions
#2Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$APH$TJX$ECL$SPGI$UBER
$214M
50 positions
#3Reynders McVeigh Capital Management, LLC
Notable overlap · 7 shared positions
$ROK$APH$TJX$ADI$VRTX$ALC
$2.0B
195 positions
#4Elefante Mark BActive
Notable overlap · 8 shared positions
$ROK$TJX$VRTX$ADI$ASML$NEE
$232M
60 positions
#5AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$APH$TJX$MRSH$ECL$NEE$UBER
$1.6B
118 positions
#6PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 7 shared positions
$APH$TJX$ADI$SPGI$ASML$PEP
$836M
93 positions
#7ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$TJX$ASML$ECL$ADI$SPGI$KR
$713M
97 positions
#8Hemenway Trust Co LLCActive
Notable overlap · 8 shared positions
$TJX$ROK$VRTX$ADI$NEE$ASML
$1.4B
135 positions
#9HALL LAURIE J TRUSTEEPassive
Notable overlap · 6 shared positions
$APH$ROK$TJX$ADI$VRTX$PEP
$322M
103 positions
#10Baker Chad RActive
Notable overlap · 4 shared positions
$APH$ROK$ADI$TJX
$620M
51 positions
#11EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$APH$ASML$VRTX$SPGI
$9.7B
90 positions
#12SOMERVILLE KURT FActive
Notable overlap · 7 shared positions
$ROK$TJX$VRTX$ADI$ASML$NEE
$419M
97 positions
#13PUZO MICHAEL JPassive
Notable overlap · 7 shared positions
$ROK$TJX$VRTX$ADI$NEE$ASML
$388M
66 positions
#14CABOT WEALTH MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$APH$ROK$TJX$ASML
$982M
142 positions
#15Notis-McConarty EdwardActive
Notable overlap · 7 shared positions
$ROK$TJX$ADI$VRTX$NEE$TT
$231M
67 positions
#16DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$APH$ECL$ADI$FISV
$662M
37 positions
#17Baer Investment Advisory LLCPassive
Notable overlap · 4 shared positions
$APH$ECL$ADI$NEE
$119M
43 positions
#18Broderick Brian CActive
Notable overlap · 7 shared positions
$ROK$TJX$ADI$VRTX$NEE$ASML
$646M
95 positions
#19NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 5 shared positions
$APH$ASML$FISV$PEP$UBER
$606M
79 positions
#20Mirova US LLCActive
Notable overlap · 5 shared positions
$ECL$TJX$EW$WTS$NEE
$9.3B
45 positions
#21Cartenna Capital, LPActive
Notable overlap · 5 shared positions
$APH$WTS$LECO$ADI$GWW
$4.2B
49 positions
#22ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 5 shared positions
$APH$TJX$ASML$LECO$SPGI
$1.3B
109 positions
#23Kidder Stephen WActive
Notable overlap · 7 shared positions
$TJX$ROK$ADI$VRTX$FISV$PEP
$396M
75 positions
#24Dempze Nancy EPassive
Notable overlap · 6 shared positions
$TJX$ROK$VRTX$ADI$NEE$UBER
$209M
91 positions
#25JLB & ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$APH$TJX$PEP$MRSH
$748M
68 positions

Compare Birch Hill Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Birch Hill Investment Advisors’s holdings

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.