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 →

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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

$942M

170 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

$2.8B

278 positions

#5Birch Hill Investment Advisors LLCActive

Notable overlap · 8 shared positions

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

$2.5B

211 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

$10.3B

565 positions

#8CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

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

$456M

67 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

$499M

73 positions

#12ROCKLAND TRUST COPassive

Notable overlap · 8 shared positions

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

$2.5B

317 positions

#13AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

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

$1.6B

118 positions

#14M. Kraus & CoPassive

Notable overlap · 6 shared positions

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

$377M

86 positions

#15NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

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

$1.7B

147 positions

#16DILLON & ASSOCIATES INCActive

Notable overlap · 8 shared positions

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

$817M

80 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

$1.4B

177 positions

#20Bath Savings Trust CoActive

Notable overlap · 7 shared positions

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

$965M

177 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

$1.6B

150 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

$124M

100 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.