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 NORTHEAST INVESTMENT

13F Portfolio OverlapQ2 2026NORTHEAST INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

NORTHEAST INVESTMENT MANAGEMENT is an institutional investor managing $2.7B across 200 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 NORTHEAST INVESTMENT are BALDWIN WEALTH PARTNERS, First Fiduciary Investment Counsel, Destination Wealth, with shared positions in $ASML, $UNP, $URI, $NEE, $WM, $PWR. The full ranking of 25 similar funds is below.

#1BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 8 shared positions

$ASML $UNP $URI $NEE $WM $PWR

$1.5B

234 positions

#2First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 9 shared positions

$UNP $LOW $NEE $WM $DHR $MCD

$529M

75 positions

#3Destination Wealth ManagementPassive

Notable overlap · 9 shared positions

$ASML $WM $TMO $TJX $AMT $ISRG

$4.3B

344 positions

#4Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ASML $UNP $NEE $DHR $TJX $BX

$116M

240 positions

#5Mirova US LLCActive

Notable overlap · 7 shared positions

$TMO $LOW $ISRG $NEE $WM $DHR

$9.3B

45 positions

#6BCV Asset Management Inc.Active

Notable overlap · 7 shared positions

$ASML $UNP $NEE $DHR $DE $MCD

$3.3B

116 positions

#7Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ASML $TMO $NEE $UNP $TJX $MCD

$170M

61 positions

#8Myriad Asset Management US LPActive

Notable overlap · 6 shared positions

$ASML $UNP $TMO $DHR $ISRG $DE

$72M

52 positions

#9Renaissance Investment Group LLCPassive

Notable overlap · 7 shared positions

$TMO $URI $ISRG $NEE $DHR $UNP

$508M

84 positions

#10Myriad Asset Management Advisors LLCActive

Notable overlap · 6 shared positions

$ASML $UNP $TMO $DHR $ISRG $DE

$424M

49 positions

#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ASML $LOW $NEE $TMO $WM $TJX

$8.0B

1,334 positions

#12Marietta Wealth Management, LLCActive

Notable overlap · 7 shared positions

$ASML $NEE $TMO $WM $DE $BX

$971M

133 positions

#13Smith, Salley & AssociatesPassive

Notable overlap · 6 shared positions

$ASML $NEE $TMO $LOW $TJX $UNP

$2.3B

275 positions

#14Sandro Wealth Management LLCPassive

Notable overlap · 6 shared positions

$ASML $TMO $NEE $PWR $TJX $MCD

$138M

103 positions

#15FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 7 shared positions

$ASML $LOW $NEE $TJX $MCD $ISRG

$1.7B

208 positions

#16YHB Investment Advisors, Inc.Passive

Notable overlap · 8 shared positions

$TMO $URI $DHR $TJX $UNP $NEE

$1.6B

314 positions

#17Ironvine Capital Partners, LLCActive

Notable overlap · 7 shared positions

$UNP $TMO $LOW $ASML $DHR $DIS

$1.1B

57 positions

#18Haverford Trust CoActive

Notable overlap · 8 shared positions

$LOW $TMO $NEE $TJX $MCD $ASML

$11.6B

424 positions

#19Security National BankPassive

Notable overlap · 6 shared positions

$ASML $LOW $NEE $DE $TMO $BLK

$838M

392 positions

#20Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$ASML $WM $NEE $PWR $TJX $BLK

$1.6B

184 positions

#21Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TMO $LOW $WM $PWR $TJX $DE

$660M

385 positions

#22NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$ASML $DHR $PWR $TJX $DE $NEE

$1.4B

177 positions

#23LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 6 shared positions

$ASML $TMO $ISRG $PWR $DE $WM

$1.6B

232 positions

#24Valley Brook Capital Group, Inc.Passive

Notable overlap · 7 shared positions

$UNP $ASML $TJX $DE $MCD $TMO

$176M

120 positions

#25GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 5 shared positions

$ASML $TMO $LOW $PWR $MCD

$1.9B

276 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.