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 RESEARCH

13F Portfolio OverlapQ2 2026BOSTON RESEARCH portfolio →

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Most similar hedge funds by 13F overlap

BOSTON RESEARCH & MANAGEMENT INC is an institutional investor managing $453M across 121 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 RESEARCH are Center for Wealth Advisory, Vertrix Wealth, S.E.E.D. Planning Group, with shared positions in $BNY, $DUK, $LMT, $USB, $ABT, $PEP. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$BNY $DUK $LMT $USB $ABT $PEP

$159M

62 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$BNY $LIN $MCD $DUK $LMT $LOW

$297M

103 positions

#3S.E.E.D. Planning Group LLCPassive

Notable overlap · 8 shared positions

$LIN $NEE $LMT $USB $TMO $LOW

$379M

88 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$BNY $NEE $LMT $USB $LOW $TMO

$1.2B

106 positions

#5WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$LIN $DHI $NEE $LMT $PEP $TMO

$1.3B

73 positions

#6LYNCH & ASSOCIATES/INPassive

Notable overlap · 9 shared positions

$MCD $LMT $LOW $NEE $UPS $SYY

$573M

129 positions

#7CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$LIN $MCD $NEE $DUK $TMO $XYL

$767M

184 positions

#8CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$FAST $LIN $SNA $LMT $USB $CL

$6.4B

290 positions

#9Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$BNY $LIN $MCD $DUK $LMT $TMO

$358M

74 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LIN $NEE $LOW $ABT $TMO $DUK

$8.0B

1,334 positions

#11Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$BNY $MCD $CL $ABT $LOW $PEP

$108M

52 positions

#12Ironwood Investment Counsel, LLCPassive

Notable overlap · 8 shared positions

$SYY $LMT $USB $UPS $LH $LOW

$762M

267 positions

#13ISTHMUS PARTNERS, LLCPassive

Notable overlap · 7 shared positions

$BNY $SYY $CL $LMT $MCD $LOW

$1.0B

226 positions

#14First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$FAST $ABT $USB $LOW $NEE $PEP

$1.4B

73 positions

#15Stockman Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$MCD $SYY $LMT $USB $PEP $VZ

$968M

178 positions

#16Integras Partners LLCPassive

Notable overlap · 7 shared positions

$MCD $SYY $LMT $USB $CL $DUK

$181M

100 positions

#17Flavin Financial Services, Inc.Passive

Notable overlap · 8 shared positions

$MCD $NEE $LMT $PEP $UPS $VZ

$175M

81 positions

#18HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$BNY $MCD $LMT $DUK $ABT $PEP

$363M

92 positions

#19Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$LIN $SYY $TMO $XYL $LOW $DIS

$660M

385 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$LIN $NEE $TMO $PEP $VZ $CL

$499M

73 positions

#21Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$LIN $TMO $ABT $MCD $PEP $SYY

$637M

146 positions

#22Legacy Financial Strategies, LLCActive

Notable overlap · 6 shared positions

$LIN $NEE $FAST $LOW $MCD $ABT

$646M

152 positions

#23M. Kraus & CoPassive

Notable overlap · 7 shared positions

$LIN $NEE $TMO $ABT $PEP $VZ

$377M

86 positions

#24Rench Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$FAST $NEE $ABT $LOW $DHI $UPS

$372M

67 positions

#25ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$FAST $SNA $MCD $ABT $PEP $LOW

$878M

73 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.