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 Hemenway

13F Portfolio OverlapQ2 2026Hemenway portfolio →

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Most similar hedge funds by 13F overlap

Hemenway Trust Co LLC is an institutional investor managing $1.4B across 135 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 Hemenway are Elefante Mark B, Delaney Dennis R, PUZO MICHAEL J, with shared positions in $ADI, $TJX, $ROK, $ABT, $DHR, $ADP. The full ranking of 25 similar funds is below.

#1Elefante Mark BActive

Substantial overlap · 19 shared positions

$ADI $TJX $ROK $ABT $DHR $ADP

$232M

60 positions

#2Delaney Dennis RActive

Substantial overlap · 16 shared positions

$ADI $TJX $ROK $ABT $DHR $ADP

$314M

61 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 · 16 shared positions

$ADI $ROK $TJX $ABT $ADP $DHR

$231M

67 positions

#6Dempze Nancy EPassive

Substantial overlap · 16 shared positions

$ADI $TJX $ROK $VRTX $ADP $ABT

$209M

91 positions

#7Kidder Stephen WActive

Substantial overlap · 14 shared positions

$ADI $TJX $ROK $ABT $ADP $DHR

$396M

75 positions

#8Broderick Brian CActive

Substantial overlap · 17 shared positions

$ADI $ROK $TJX $ADP $DHR $ABT

$646M

95 positions

#9Reynders McVeigh Capital Management, LLC

Substantial overlap · 11 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

#11Minot DeBlois Advisors LLCPassive

Notable overlap · 11 shared positions

$ADI $DHR $ADP $AXP $TJX $ABT

$116M

240 positions

#12HALL LAURIE J TRUSTEEPassive

Notable overlap · 10 shared positions

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

$322M

103 positions

#13Birch Hill Investment Advisors LLCActive

Notable overlap · 8 shared positions

$TJX $ROK $VRTX $ADI $NEE $ASML

$2.5B

211 positions

#14HFR Wealth Management, LLCActive

Notable overlap · 8 shared positions

$TJX $ADP $DHR $SCHW $NEE $WM

$410M

53 positions

#15Dundas Partners LLPActive

Notable overlap · 5 shared positions

$ADI $ABT $ADP $AXP $APH

$1.4B

31 positions

#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TJX $DHR $ABT $ADP $CNI $ADI

$10.3B

565 positions

#17ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $CRWD $WCN $ASML

$713M

97 positions

#18WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 6 shared positions

$TJX $ADP $ABT $NEE $DHR $APH

$947M

155 positions

#19Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$AXP $DHR $TJX $ABT $ADI $ADP

$113M

58 positions

#20Bath Savings Trust CoActive

Notable overlap · 6 shared positions

$TJX $ADP $ABT $NEE $DHR $APH

$965M

177 positions

#21Mirova US LLCActive

Notable overlap · 6 shared positions

$TJX $XYL $DHR $NEE $WM $CP

$9.3B

45 positions

#22DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$ADI $DHR $XYL $SCHW $APH

$662M

37 positions

#23Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$ADI $TJX $UBER $UNP

$1.3B

62 positions

#24Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $AXP $ADP $NEE $DHR $WM

$710M

193 positions

#25Renaissance Investment Group LLCPassive

Notable overlap · 7 shared positions

$TJX $XYL $NEE $DHR $CRWD $UNP

$508M

84 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.