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 HALL LAURIE J TRUSTEE

13F Portfolio OverlapQ2 2026HALL LAURIE J TRUSTEE portfolio →

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Most similar hedge funds by 13F overlap

HALL LAURIE J TRUSTEE is an institutional investor managing $322M across 103 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 HALL LAURIE J TRUSTEE are Reynders McVeigh, Baker Chad R, Dempze Nancy E, with shared positions in $APH, $ROK, $ADI, $CARR, $TJX, $SYK. The full ranking of 25 similar funds is below.

#1Reynders McVeigh Capital Management, LLC

Substantial overlap · 17 shared positions

$APH $ROK $ADI $CARR $TJX $SYK

$2.0B

195 positions

#2Baker Chad RActive

Substantial overlap · 14 shared positions

$APH $ROK $ADI $CARR $ULS $WM

$620M

51 positions

#3Dempze Nancy EPassive

Notable overlap · 10 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$209M

91 positions

#4Hemenway Trust Co LLCActive

Notable overlap · 10 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$1.4B

135 positions

#5Delaney Dennis RActive

Notable overlap · 10 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$314M

61 positions

#6SOMERVILLE KURT FActive

Notable overlap · 10 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$419M

97 positions

#7Elefante Mark BActive

Notable overlap · 9 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$232M

60 positions

#8Kidder Stephen WActive

Notable overlap · 9 shared positions

$ADI $TJX $ROK $ABT $DHR $XYL

$396M

75 positions

#9Notis-McConarty EdwardActive

Notable overlap · 8 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$231M

67 positions

#10PUZO MICHAEL JPassive

Notable overlap · 8 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$388M

66 positions

#11Broderick Brian CActive

Notable overlap · 8 shared positions

$ROK $ADI $TJX $ABT $DHR $XYL

$646M

95 positions

#12PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 7 shared positions

$APH $SYK $ADI $TJX $CARR $PEP

$836M

93 positions

#13JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYK $APH $WM $ABT $TJX $BR

$4.1B

83 positions

#14Birch Hill Investment Advisors LLCActive

Notable overlap · 6 shared positions

$APH $ROK $TJX $ADI $VRTX $PEP

$2.5B

211 positions

#15BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$ADI $SYK $TJX $ABT $APH $BR

$346M

113 positions

#16Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $TJX $ABT $APH $BR $DHR

$965M

177 positions

#17MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$APH $SYK $ADI $DHR $UL

$1.0B

33 positions

#18WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$SYK $TJX $ABT $APH $BR $DHR

$947M

155 positions

#19Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ADI $TJX $ABT $DHR $NVS $XYL

$116M

240 positions

#20FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$APH $SYK $ABT $DHR $ADI $PEP

$22.1B

106 positions

#21JOHNSON INVESTMENT COUNSEL INCActive

Notable overlap · 8 shared positions

$APH $ADI $TJX $WM $DHR $ABT

$13.7B

840 positions

#22Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $ADI $SYK $ABT

$1.4B

31 positions

#23Tandem Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$APH $SYK $ABT $BR $PEP

$1.5B

68 positions

#24HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $TJX $WM $DHR $VLTO

$410M

53 positions

#25FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $SYK $ADI $BR

$4.8B

92 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.