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Hedge Funds Similar to Delaney Dennis R

13F Portfolio OverlapQ2 2026Delaney Dennis R portfolio →
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Most similar hedge funds by 13F overlap

Delaney Dennis R is an institutional investor managing $314M across 61 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 Delaney Dennis R are Elefante Mark B, Hemenway, PUZO MICHAEL J, with shared positions in $ADI, $ROK, $TJX, $ADP, $DHR, $ABT. The full ranking of 25 similar funds is below.

#1Elefante Mark BActive
Substantial overlap · 16 shared positions
$ADI$ROK$TJX$ADP$DHR$ABT
$232M
60 positions
#2Hemenway Trust Co LLCActive
Substantial overlap · 16 shared positions
$ADI$TJX$ROK$ABT$DHR$ADP
$1.4B
135 positions
#3PUZO MICHAEL JPassive
Substantial overlap · 16 shared positions
$ADI$ROK$TJX$ADP$DHR$ABT
$388M
66 positions
#4SOMERVILLE KURT FActive
Substantial overlap · 17 shared positions
$ADI$ROK$TJX$ADP$DHR$ABT
$419M
97 positions
#5Notis-McConarty EdwardActive
Substantial overlap · 15 shared positions
$ADI$ROK$ADP$TJX$ABT$ATR
$231M
67 positions
#6Kidder Stephen WActive
Substantial overlap · 16 shared positions
$ADI$TJX$ADP$ABT$ROK$ATR
$396M
75 positions
#7Dempze Nancy EPassive
Substantial overlap · 15 shared positions
$ADI$TJX$ROK$ADP$ABT$DHR
$209M
91 positions
#8Broderick Brian CActive
Substantial overlap · 15 shared positions
$ADI$ROK$TJX$ADP$DHR$ABT
$646M
95 positions
#9Reynders McVeigh Capital Management, LLC
Substantial overlap · 10 shared positions
$ADI$ROK$TJX$ABT$XYL$DHR
$2.0B
195 positions
#10Baker Chad RActive
Notable overlap · 10 shared positions
$ADI$ROK$XYL$DHR$ATR$ABT
$620M
51 positions
#11HALL LAURIE J TRUSTEEPassive
Notable overlap · 10 shared positions
$ROK$ADI$TJX$ABT$DHR$XYL
$322M
103 positions
#12Minot DeBlois Advisors LLCPassive
Notable overlap · 11 shared positions
$ADI$DHR$ADP$TJX$ABT$AXP
$116M
240 positions
#13Birch Hill Investment Advisors LLCActive
Notable overlap · 9 shared positions
$TJX$ROK$ADI$VRTX$FISV$NEE
$2.5B
211 positions
#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 8 shared positions
$TJX$DHR$CNI$ABT$ADP$FISV
$10.3B
565 positions
#15NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$TJX$ADP$CNI$XYL$DHR
$341M
91 positions
#16Dundas Partners LLPActive
Notable overlap · 4 shared positions
$ADI$ABT$ADP$AXP
$1.4B
31 positions
#17HFR Wealth Management, LLCActive
Notable overlap · 5 shared positions
$TJX$ADP$DHR$SCHW$NEE
$410M
53 positions
#18ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$TJX$ADI$ADP$ASML$WCN
$713M
97 positions
#19WENDELL DAVID ASSOCIATES INCActive
Notable overlap · 6 shared positions
$TJX$ADP$ABT$NEE$DHR$PEP
$947M
155 positions
#20LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 8 shared positions
$ABT$CNI$ADP$AXP$FISV$CARR
$273M
104 positions
#21ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$ADI$ABT$ADP$PEP
$878M
73 positions
#22DUDLEY & SHANLEY, INC.Active
Notable overlap · 5 shared positions
$ADI$XYL$DHR$SCHW$FISV
$662M
37 positions
#23Bath Savings Trust CoActive
Notable overlap · 6 shared positions
$TJX$ADP$ABT$DHR$NEE$PEP
$965M
177 positions
#24Michael Brady & Co., LLCActive
Notable overlap · 9 shared positions
$DHR$TJX$AXP$ABT$ADI$ADP
$113M
58 positions
#25DILLON & ASSOCIATES INCActive
Notable overlap · 9 shared positions
$ABT$ADP$DHR$CNI$NEE$AXP
$817M
80 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.