13F Pro

Hedge Funds Similar to New England Research

13F Portfolio OverlapQ2 2026New England Research portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

New England Research & Management, Inc. is an institutional investor managing $257M across 134 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 New England Research are MCRAE, CHELSEA COUNSEL, SWP Investment, with shared positions in $PWR, $URI, $CB, $TFC, $AMGN, $EMR. The full ranking of 25 similar funds is below.

#1MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$PWR$URI$CB$TFC
$508M
113 positions
#2CHELSEA COUNSEL COPassive
Notable overlap · 6 shared positions
$PWR$AMGN$EMR$AWK$KMB$FCX
$236M
232 positions
#3SWP Investment Management LLCPassive
Notable overlap · 6 shared positions
$URI$UNP$AZN$EMR$NEE$FCX
$145M
43 positions
#4Stack Financial Management, IncActive
Some overlap · 5 shared positions
$PWR$UNP$EMR$NEE$SYK
$1.3B
54 positions
#5Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$URI$AMGN$UNP$MS$VRT
$652M
146 positions
#6Strong Tower Advisory ServicesPassive
Some overlap · 5 shared positions
$PWR$AWK$NEE$KMB$FCX
$558M
94 positions
#7MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$PWR$SYY$GILD$EMR$NEE$SYK
$436M
130 positions
#8Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$URI$CHD$UNP$NEE
$508M
84 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$PWR$AMGN$CB$SYK
$124M
100 positions
#10BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 6 shared positions
$URI$UNP$PWR$NEE$ULTA$CHD
$1.5B
234 positions
#11Harrington Investments, INCPassive
Some overlap · 6 shared positions
$AMGN$CHD$SYY$GILD$EMR$SYK
$206M
82 positions
#12BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$URI$UNP$AZN$EMR$NEE$FCX
$171M
116 positions
#13GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 5 shared positions
$URI$AMGN$ULTA$MS$PWR
$63M
100 positions
#14Bank OZK
Some overlap · 4 shared positions
$PWR$CSX$AMGN$AZN
$337M
159 positions
#15Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$PWR$AMGN$EMR$NEE
$2.5B
666 positions
#16Princeton Global Asset Management LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$CB$NEE
$698M
831 positions
#17ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 8 shared positions
$AMGN$CB$TFC$VRT$GILD$SYY
$549M
195 positions
#18Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$CHD$AMGN$AWK$CB$NEE
$1.1B
102 positions
#19Curat Global, LLCPassive
Some overlap · 6 shared positions
$CSX$AMGN$EMR$SYY$GILD$CB
$122M
251 positions
#20WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$URI$UNP$VRT$AZN$GILD
$245M
80 positions
#21Cottage Street Advisors LLCPassive
Some overlap · 6 shared positions
$CSX$UNP$VRT$SYK$FCX$NEE
$259M
149 positions
#22Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$PWR$URI$MS$CB
$248M
55 positions
#23AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$PWR$CHD$ULTA
$1.7B
99 positions
#24Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$URI$AZN$UNP$EMR$NEE$FCX
$1.6B
1,462 positions
#25LGT CAPITAL PARTNERS LTD.Active
Some overlap · 5 shared positions
$CHD$AWK$URI$MS$SYK
$2.0B
38 positions

Compare New England Research’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 New England Research’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.