What hedge funds are most similar to BOSTON FAMILY OFFICE LLC?

The funds with the most similar 13F portfolios to BOSTON FAMILY OFFICE LLC are MIDDLETON, Running Oak, Minot DeBlois 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 BOSTON FAMILY OFFICE

13F Portfolio OverlapQ2 2026BOSTON FAMILY OFFICE portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BOSTON FAMILY OFFICE LLC is an institutional investor managing $1.6B across 314 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 BOSTON FAMILY OFFICE are MIDDLETON, Running Oak, Minot DeBlois Advisors, with shared positions in $NEE, $ETN, $SPGI, $NOW, $ECL, $AMT. The full ranking of 25 similar funds is below.

#1MIDDLETON & CO INC/MAActive

Notable overlap · 11 shared positions

$NEE $ETN $SPGI $NOW $ECL $AMT

$943M

163 positions

#2Running Oak Capital LLCPassive

Notable overlap · 9 shared positions

$SYK $IQV $APD $ETN $MRSH $ADP

$587M

59 positions

#3Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

$UNP $ECL $NEE $ASML $ADP $XYL

$116M

240 positions

#4HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$ECL $SYK $SPGI $TMO $ADP $IDXX

$2.9B

286 positions

#5Birch Hill Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$ROK $ECL $SPGI $MRSH $ASML $NEE

$2.4B

219 positions

#6Haverford Trust CoActive

Notable overlap · 9 shared positions

$NEE $SPGI $TMO $ETN $APD $SYK

$11.6B

424 positions

#7LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 9 shared positions

$SYK $TMO $AMT $ASML $ADP $NOW

$10.8B

564 positions

#8CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$SYK $APD $SPGI $TMO $ADP $IDXX

$435M

70 positions

#9Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$NEE $TMO $ETN $APD $UNP $ASML

$170M

61 positions

#10MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$ECL $SYK $APD $TMO $ETN $ADP

$1.3B

81 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$UNP $SPGI $NEE $TMO $ECL $PEP

$529M

72 positions

#12ROCKLAND TRUST COPassive

Notable overlap · 8 shared positions

$UNP $NEE $TMO $SPGI $APD $ECL

$2.6B

320 positions

#13AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$ECL $NEE $TMO $ETN $MRSH $NOW

$1.6B

120 positions

#14M. Kraus & CoPassive

Notable overlap · 6 shared positions

$ROK $ECL $NEE $TMO $ETN $PEP

$373M

83 positions

#15NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$UNP $ECL $TMO $ETN $SYK $ZBRA

$2.3B

156 positions

#16DILLON & ASSOCIATES INCActive

Notable overlap · 8 shared positions

$ECL $SYK $APD $ETN $ADP $NEE

$849M

79 positions

#17Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$SPGI $NEE $ETN $SYK $TMO $APD

$339M

49 positions

#18Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$UNP $SPGI $APD $ETN $ADP $PEP

$108M

52 positions

#19NIXON PEABODY TRUST COActive

Notable overlap · 8 shared positions

$IQV $SYK $ASML $ETN $MRSH $NOW

$1.5B

191 positions

#20Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$ECL $SYK $NEE $ADP $IDXX $PEP

$966M

178 positions

#21CAPE COD FIVE CENTS SAVINGS BANKPassive

Notable overlap · 8 shared positions

$SYK $UNP $NEE $ECL $ADP $MRSH

$1.2B

203 positions

#22PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ECL $SYK $SPGI $NEE $ADP $PEP

$209M

54 positions

#23Howard Capital Management Group, LLCActive

Notable overlap · 7 shared positions

$ROK $IQV $TMO $PH $ATR $TJX

$1.7B

144 positions

#24WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ECL $SYK $NEE $ADP $PEP $TJX

$947M

155 positions

#25DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$ECL $SYK $APD $TMO $ETN $CRM

$121M

100 positions

Compare BOSTON FAMILY OFFICE’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 BOSTON FAMILY OFFICE’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.