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 GRANDFIELD & DODD

13F Portfolio OverlapQ2 2026GRANDFIELD & DODD portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GRANDFIELD & DODD, LLC is an institutional investor managing $1.9B across 217 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 GRANDFIELD & DODD are Scissortail Wealth, LATHROP INVESTMENT, CONFLUENCE INVESTMENT, with shared positions in $ADI, $JCI, $CB, $SNPS, $APD, $ITW. The full ranking of 25 similar funds is below.

#1Scissortail Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ADI $JCI $CB $SNPS $APD

$520M

106 positions

#2LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 5 shared positions

$ADI $JCI $ITW $SYK $DIS

$565M

89 positions

#3CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CB $LIN $ADI $PAYX $SYK $APD

$6.4B

290 positions

#4Somerset Trust CoPassive

Notable overlap · 6 shared positions

$ADI $LIN $ITW $CB $APD $PAYX

$354M

186 positions

#5Phraction Management LLCActive

Notable overlap · 4 shared positions

$ADI $LIN $SNPS $TDY

$596M

66 positions

#6Midway Capital Research & ManagementActive

Notable overlap · 6 shared positions

$ADI $SNPS $SYK $VRSK $DIS $ITW

$126M

114 positions

#7ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ADI $LIN $CB $NVS $UL

$713M

97 positions

#8DAVIS-REA LTD.Active

Notable overlap · 8 shared positions

$SNPS $SYK $LIN $CB $DIS $UL

$351M

45 positions

#9Saturna Capital CORPActive

Notable overlap · 8 shared positions

$JCI $SYK $ROK $ITW $LIN $UL

$8.2B

140 positions

#10Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 5 shared positions

$JCI $CB $ADI $APD $DIS

$251M

74 positions

#11MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$ADI $LIN $SYK $UL $MTD

$1.0B

33 positions

#12BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 5 shared positions

$ADI $CB $SYK $ITW $APD

$346M

113 positions

#13Cornerstone National Bank & Trust CoActive

Notable overlap · 5 shared positions

$ADI $JCI $ITW $DIS $GILD

$296M

216 positions

#14Winthrop Partners - WNY, LLCPassive

Notable overlap · 4 shared positions

$ADI $CB $JCI $APD

$202M

87 positions

#15JGP Wealth Management, LLCActive

Notable overlap · 5 shared positions

$ADI $APD $ITW $PAYX $PPG

$1.1B

231 positions

#16DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$CB $SNPS $APD $SYK $ADSK

$124M

100 positions

#17Van Cleef Asset Management,IncActive

Notable overlap · 5 shared positions

$LIN $PAYX $SYK $CB $DIS

$981M

119 positions

#18Albar Capital Partners LLPActive

Notable overlap · 5 shared positions

$JCI $ADI $APD $PPG $LIN

$767M

38 positions

#19Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$LIN $ITW $VRSK $GILD $SHEL

$473M

58 positions

#20Hunter Perkins Capital Management, LLCPassive

Notable overlap · 4 shared positions

$ADI $CB $REGN $SYK

$446M

149 positions

#21Wilkinson Global Asset Management LLCActive

Notable overlap · 3 shared positions

$ADI $LIN $DIS

$1.3B

62 positions

#22FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$ADI $ITW $SYK $VRSK

$4.8B

92 positions

#23Phoenix Wealth AdvisorsActive

Notable overlap · 4 shared positions

$ADI $CB $JCI $APD

$297M

129 positions

#24DODGE & COXActive

Notable overlap · 5 shared positions

$JCI $APD $REGN $GEHC $GILD

$191.0B

222 positions

#25LANSDOWNE PARTNERS (UK) LLPSmart money

Notable overlap · 3 shared positions

$ADI $LIN $ROK

$2.4B

26 positions

Compare GRANDFIELD & DODD’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 GRANDFIELD & DODD’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.