What hedge funds are most similar to HOWLAND CAPITAL MANAGEMENT LLC?

The funds with the most similar 13F portfolios to HOWLAND CAPITAL MANAGEMENT LLC are CARDEROCK, AVITY INVESTMENT, Bath Savings, based on overlapping conviction holdings in the latest SEC filings.

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 HOWLAND

13F Portfolio OverlapQ3 2026HOWLAND portfolio →

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Most similar hedge funds by 13F overlap

HOWLAND CAPITAL MANAGEMENT LLC is an institutional investor managing $2.9B across 286 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 HOWLAND are CARDEROCK, AVITY INVESTMENT, Bath Savings, with shared positions in $APH, $ORLY, $TMO, $SYK, $SPGI, $TJX. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$APH $ORLY $TMO $SYK $SPGI $TJX

$435M

70 positions

#2AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$APH $TJX $ECL $TMO $NOW $MELI

$1.6B

120 positions

#3Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$TJX $ECL $SYK $WSO $APH $ADP

$966M

178 positions

#4Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$APH $TJX $ECL $SPGI $DHR $KNSL

$219M

50 positions

#5WELCH & FORBES LLCActive

Notable overlap · 8 shared positions

$ORLY $SYK $ECL $CB $TJX $DHR

$8.2B

388 positions

#6WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$TJX $ECL $SYK $WSO $APH $ADP

$958M

151 positions

#7PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$APH $TJX $SPGI $SYK $TMO

$837M

90 positions

#8Williams Jones Wealth Management, LLC.Active

Notable overlap · 8 shared positions

$ECL $TJX $APH $ORLY $IDXX $ADP

$8.9B

547 positions

#9FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$APH $SPGI $SYK $TMO $DHR $MELI

$22.1B

106 positions

#10DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$ORLY $ECL $SYK $TMO $DHR $CB

$121M

100 positions

#11ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$APH $TJX $TMO $SPGI $SYK $MELI

$1.2B

215 positions

#12Birch Hill Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$APH $TJX $ECL $SPGI $UBER

$2.4B

219 positions

#13Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$TJX $ECL $SYK $DHR $IDXX $NOW

$1.0B

83 positions

#14COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$APH $SPGI $SYK $TMO $ADP $NOW

$1.7B

91 positions

#15BOSTON FAMILY OFFICE LLCPassive

Notable overlap · 8 shared positions

$ECL $SPGI $SYK $TMO $ADP $IDXX

$1.6B

314 positions

#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$TJX $SYK $TMO $DHR $ADP $NOW

$10.8B

564 positions

#17ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $SYK $CB $TJX $ADP $TMO

$2.0B

91 positions

#18Suncoast Equity ManagementActive

Notable overlap · 8 shared positions

$TJX $APH $SPGI $SYK $NOW $UBER

$798M

63 positions

#19MIDDLETON & CO INC/MAActive

Notable overlap · 9 shared positions

$ORLY $DHR $SPGI $NOW $ECL $SYK

$943M

163 positions

#20DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$APH $ECL $WSO $DHR $AWK

$629M

36 positions

#21DAVIS R M INCActive

Notable overlap · 6 shared positions

$APH $TJX $CB $TMO $DHR $IDXX

$6.3B

280 positions

#22MCDANIEL TERRY & COActive

Notable overlap · 5 shared positions

$APH $ECL $SYK $TMO $ADP

$1.3B

81 positions

#23Reynders McVeigh Capital Management, LLCActive

Notable overlap · 5 shared positions

$APH $TJX $SYK $DHR $UBER

$2.3B

196 positions

#24HARVEY INVESTMENT CO LLCActive

Notable overlap · 4 shared positions

$APH $TJX $ORLY $IDXX

$926M

100 positions

#25Osprey Private Wealth LLCPassive

Notable overlap · 6 shared positions

$TJX $ECL $TMO $SYK $REGN $APH

$387M

88 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.