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 DILLON & ASSOCIATES

13F Portfolio OverlapQ3 2026DILLON & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

DILLON & ASSOCIATES INC is an institutional investor managing $849M across 79 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DILLON & ASSOCIATES are Bath Savings, DB Fitzpatrick, WENDELL DAVID ASSOCIATES, with shared positions in $SYK, $ADP, $ECL, $ABT, $DHR, $CASY. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive

Notable overlap · 9 shared positions

$SYK $ADP $ECL $ABT $DHR $CASY

$966M

178 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$SYK $ORLY $APD $ECL $ETN $DHR

$121M

100 positions

#3WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$SYK $ADP $ECL $ABT $NEE $DHR

$947M

155 positions

#4PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYK $ADP $ECL $LOW $ABT $NEE

$209M

54 positions

#5LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 10 shared positions

$SYK $ABT $ADP $DHR $CNI $SBUX

$10.8B

564 positions

#6Minot DeBlois Advisors LLCPassive

Notable overlap · 10 shared positions

$ADP $ECL $ABT $DHR $NEE $CNI

$116M

240 positions

#7MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$ADP $ECL $ISRG $SYK $APD $ETN

$1.3B

81 positions

#8Long Road Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$SYK $ORLY $ADP $APD $SBUX $PEP

$271M

80 positions

#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$SYK $ABT $ADP $DHR $NEE $ASML

$2.1B

131 positions

#10Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 8 shared positions

$SYK $ADP $ABT $DHR $APD $SBUX

$583M

82 positions

#11BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$SYK $LOW $ABT $APD $ADP $ETN

$346M

113 positions

#12LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$ABT $SYK $ADP $CNI $AXP $NSC

$273M

104 positions

#13Delaney Dennis RActive

Notable overlap · 9 shared positions

$ABT $ADP $DHR $CNI $NEE $AXP

$314M

61 positions

#14WOODSTOCK CORPActive

Notable overlap · 9 shared positions

$ORLY $ISRG $ECL $ABT $ADP $NEE

$1.2B

160 positions

#15DEARBORN PARTNERS LLCPassive

Notable overlap · 6 shared positions

$CASY $ADP $SYK $ABT $ECL $NEE

$1.8B

269 positions

#16ARCADIA INVESTMENT MANAGEMENT CORP/MI

Notable overlap · 7 shared positions

$SYK $ORLY $APD $AXP $SBUX $ECL

$584M

366 positions

#17HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$SYK $ADP $APD $ABT $DHR $NEE

$194M

108 positions

#18SOMERVILLE KURT FActive

Notable overlap · 8 shared positions

$ABT $ADP $DHR $CNI $NEE $AXP

$419M

97 positions

#19KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ADP $LOW $ECL $ABT $NSC $APD

$1.6B

228 positions

#20Sivik Global Healthcare LLCActive

Notable overlap · 6 shared positions

$SYK $ABT $ISRG $DHR $AZN $REGN

$175M

35 positions

#21Notis-McConarty EdwardActive

Notable overlap · 7 shared positions

$ABT $ADP $DHR $CNI $NEE $AXP

$231M

67 positions

#22NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 6 shared positions

$SYK $ECL $LOW $NEE $AXP $REGN

$843M

131 positions

#23BOSTON FAMILY OFFICE LLCPassive

Notable overlap · 8 shared positions

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

$1.6B

314 positions

#24Elefante Mark BActive

Notable overlap · 7 shared positions

$ABT $ADP $DHR $CNI $NEE $AXP

$232M

60 positions

#25Hemenway Trust Co LLCActive

Notable overlap · 7 shared positions

$ABT $ADP $DHR $CNI $NEE $AXP

$1.4B

135 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.