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Hedge Funds Similar to LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP

13F Portfolio OverlapQ2 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP portfolio →
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Most similar hedge funds by 13F overlap

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is an institutional investor managing $10.3B across 565 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 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP are Investment Services of America, NORTH STAR ASSET, Bath Savings, with shared positions in $DHR, $TJX, $SYK, $NOW, $SNPS, $VEEV. The full ranking of 25 similar funds is below.

#1Capital Investment Services of America, Inc.Active
Notable overlap · 10 shared positions
$DHR$TJX$SYK$NOW$SNPS$VEEV
$1.0B
83 positions
#2NORTH STAR ASSET MANAGEMENT INCPassive
Notable overlap · 11 shared positions
$SYK$TMO$SNPS$ABT$VEEV$DHR
$2.5B
372 positions
#3Bath Savings Trust CoActive
Notable overlap · 8 shared positions
$SYK$TJX$INTU$ABT$ADP$DHR
$965M
177 positions
#4WENDELL DAVID ASSOCIATES INCActive
Notable overlap · 8 shared positions
$SYK$TJX$ABT$ADP$INTU$CHD
$947M
155 positions
#5DB Fitzpatrick & Co, IncActive
Notable overlap · 7 shared positions
$SYK$DHR$TMO$SNPS$INTU$SBUX
$124M
100 positions
#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 7 shared positions
$SYK$DHR$EOG$ABT$ADP$ASML
$2.1B
131 positions
#7Delaney Dennis RActive
Notable overlap · 8 shared positions
$TJX$DHR$CNI$ABT$ADP$FISV
$314M
61 positions
#8ARCADIA INVESTMENT MANAGEMENT CORP/MI
Notable overlap · 8 shared positions
$SYK$TMO$NOW$VEEV$ASML$SBUX
$584M
366 positions
#9SOMERVILLE KURT FActive
Notable overlap · 8 shared positions
$TJX$DHR$CNI$ABT$ADP$ASML
$419M
97 positions
#10DILLON & ASSOCIATES INCActive
Notable overlap · 10 shared positions
$SYK$ABT$ADP$DHR$CNI$SBUX
$817M
80 positions
#11Boit C F DavidPassive
Notable overlap · 11 shared positions
$SYK$ADP$PH$ABT$INTU$QCOM
$238M
85 positions
#12Elefante Mark BActive
Notable overlap · 7 shared positions
$TJX$DHR$CNI$ABT$ADP$ASML
$232M
60 positions
#13Ramsay, Stattman, Vela & Price, Inc.Passive
Notable overlap · 7 shared positions
$SYK$DHR$TMO$ABT$ADP$ASML
$562M
84 positions
#14GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Notable overlap · 8 shared positions
$TMO$NOW$SNPS$ABT$ADP$ASML
$372M
82 positions
#15Broderick Brian CActive
Notable overlap · 8 shared positions
$TJX$DHR$CNI$ABT$ADP$ADI
$646M
95 positions
#16Harrington Investments, INCPassive
Notable overlap · 8 shared positions
$TMO$TJX$SYK$ASML$CNI$QCOM
$206M
82 positions
#17Minot DeBlois Advisors LLCPassive
Notable overlap · 9 shared positions
$DHR$TJX$ABT$ADP$ASML$CNI
$116M
240 positions
#18Kidder Stephen WActive
Notable overlap · 7 shared positions
$TJX$DHR$ABT$ADP$CNI$FISV
$396M
75 positions
#19Hemenway Trust Co LLCActive
Notable overlap · 8 shared positions
$TJX$DHR$ABT$ADP$CNI$ADI
$1.4B
135 positions
#20FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 6 shared positions
$TJX$NXPI$NOW$SYK$ASML$DHR
$118M
56 positions
#21NICHOLS & PRATT ADVISERS LLP /MAActive
Notable overlap · 8 shared positions
$TJX$TMO$SNPS$ADP$SYK$QCOM
$1.6B
109 positions
#22PUZO MICHAEL JPassive
Notable overlap · 7 shared positions
$TJX$DHR$CNI$ABT$ADP$ADI
$388M
66 positions
#23NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$SYK$TJX$CNI$ADP$INTU$DHR
$341M
91 positions
#24Alley Investment Management Company, LLCActive
Notable overlap · 9 shared positions
$PH$SYK$ABT$ASML$INTU$DHR
$856M
89 positions
#25PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 5 shared positions
$SYK$TJX$TMO$ASML$ADI
$836M
93 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.