13F Pro

Hedge Funds Similar to Elmwood Wealth

13F Portfolio OverlapQ2 2026Elmwood Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elmwood Wealth Management, Inc. is an institutional investor managing $400M across 200 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 Elmwood Wealth are Minot DeBlois Advisors, M. Kraus, Bill Few Associates, with shared positions in $TRV, $ABT, $UNP, $PEP, $ECL, $CRM. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$TRV$ABT$UNP$PEP$ECL$CRM
$116M
240 positions
#2M. Kraus & CoPassive
Some overlap · 7 shared positions
$ROK$MCHP$ABT$PEP$ECL$ETN
$377M
86 positions
#3Bill Few Associates, Inc.Passive
Some overlap · 7 shared positions
$ROK$ABT$COR$PEP$D$ETN
$470M
227 positions
#4BOSTON FAMILY OFFICE LLCActive
Some overlap · 7 shared positions
$ROK$UNP$ECL$ETN$PEP$MRSH
$1.6B
314 positions
#5NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ROK$ABT$UNP$PEP$ECL$ETN
$381M
144 positions
#6WATERS PARKERSON & CO., LLCActive
Some overlap · 5 shared positions
$ROK$MCHP$ABT$PEP$DIS
$2.0B
200 positions
#7Perkins Coie Trust CoPassive
Some overlap · 6 shared positions
$SCHW$UNP$PEP$ECL$DHR$ETN
$603M
260 positions
#8Wilson & Boucher Capital Management, LLC
Some overlap · 5 shared positions
$TRV$SCHW$ABT$UNP$PEP
$170M
121 positions
#9Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$ROK$SCHW$ABT$DHR$UNP
$1.4B
135 positions
#10Broadway Wealth Solutions, Inc.Smart money
Some overlap · 6 shared positions
$MCHP$SCHW$UNP$PEP$ETN$MRSH
$214M
92 positions
#11PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$ABT$PEP$CRM$DHR$ETN$DIS
$441M
87 positions
#12Poehling Capital Management, INC.Passive
Some overlap · 6 shared positions
$SCHW$PEP$CRM$DHR$DIS$C
$466M
166 positions
#13Kidder Stephen W
Some overlap · 5 shared positions
$ROK$SCHW$ABT$DHR$PEP
$340M
76 positions
#14Delaney Dennis R
Some overlap · 5 shared positions
$ROK$SCHW$ABT$DHR$PEP
$282M
60 positions
#15Sompo Asset Management Co., Ltd.Active
Some overlap · 5 shared positions
$ROK$UNP$CRM$DIS$C
$609M
177 positions
#16Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$SCHW$ABT$UNP$PEP$ROK
$149M
116 positions
#17Agate Pass Investment Management, LLCPassive
Some overlap · 5 shared positions
$TRV$ABT$ROK$PEP$DHR
$271M
109 positions
#18TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$ABT$UNP$PEP$D$ECL
$1.0B
880 positions
#19Juno Financial Group LLCActive
Some overlap · 6 shared positions
$SCHW$PEP$D$DHR$ETN$UNP
$282M
73 positions
#20DAVENPORT & Co LLCPassive
Some overlap · 5 shared positions
$ROK$UNP$ABT$DHR$C
$20.4B
1,356 positions
#21SOMERVILLE KURT FActive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$419M
97 positions
#22Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$231M
67 positions
#23Dempze Nancy EPassive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$209M
91 positions
#24PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$388M
66 positions
#25Elefante Mark BActive
Some overlap · 4 shared positions
$ROK$SCHW$ABT$DHR
$232M
60 positions

Compare Elmwood Wealth’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 Elmwood Wealth’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.