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 Notis-McConarty Edward

13F Portfolio OverlapQ2 2026Notis-McConarty Edward portfolio →

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Most similar hedge funds by 13F overlap

Notis-McConarty Edward is an institutional investor managing $231M across 67 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 Notis-McConarty Edward are Elefante Mark B, Delaney Dennis R, Hemenway, with shared positions in $ADI, $ROK, $TJX, $ADP, $ABT, $ATR. The full ranking of 25 similar funds is below.

#1Elefante Mark BActive

Substantial overlap · 16 shared positions

$ADI $ROK $TJX $ADP $ABT $ATR

$232M

60 positions

#2Delaney Dennis R

Substantial overlap · 15 shared positions

$ADI $ROK $ADP $TJX $ABT $ATR

$314M

61 positions

#3Hemenway Trust Co LLCActive

Substantial overlap · 16 shared positions

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

$1.4B

135 positions

#4PUZO MICHAEL JPassive

Substantial overlap · 15 shared positions

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

$388M

66 positions

#5SOMERVILLE KURT FActive

Substantial overlap · 15 shared positions

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

$419M

97 positions

#6Dempze Nancy EPassive

Substantial overlap · 15 shared positions

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

$209M

91 positions

#7Kidder Stephen W

Substantial overlap · 14 shared positions

$ADI $ADP $TJX $ROK $ABT $ATR

$396M

75 positions

#8Broderick Brian CActive

Substantial overlap · 14 shared positions

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

$646M

95 positions

#9Reynders McVeigh Capital Management, LLC

Substantial overlap · 9 shared positions

$ADI $ROK $TJX $ABT $DHR $ATR

$2.0B

195 positions

#10Baker Chad RActive

Notable overlap · 9 shared positions

$ADI $ROK $DHR $XYL $ATR $ABT

$620M

51 positions

#11HALL LAURIE J TRUSTEEPassive

Notable overlap · 8 shared positions

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

$322M

103 positions

#12Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

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

$116M

240 positions

#13Birch Hill Investment Advisors LLCActive

Notable overlap · 7 shared positions

$ROK $TJX $ADI $VRTX $NEE $TT

$2.5B

211 positions

#14Dundas Partners LLPActive

Notable overlap · 4 shared positions

$ADI $ABT $ADP $AXP

$1.4B

31 positions

#15ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$ADI $ADP $ABT $AMGN $LOW

$878M

73 positions

#16HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $ADP $DHR $SCHW $NEE $AMGN

$410M

53 positions

#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

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

$10.3B

565 positions

#18WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 5 shared positions

$ADP $TJX $ABT $NEE $DHR

$947M

155 positions

#19ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$ADI $ADP $TJX $WCN

$713M

97 positions

#20JGP Wealth Management, LLCActive

Notable overlap · 6 shared positions

$ADI $ADP $NEE $ABT $AMGN $LOW

$1.1B

231 positions

#21DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$ADI $DHR $XYL $SCHW

$662M

37 positions

#22DILLON & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ABT $ADP $DHR $CNI $NEE $AXP

$817M

80 positions

#23NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ADP $TJX $XYL $CNI $DHR

$341M

91 positions

#24Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

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

$113M

58 positions

#25Wilkinson Global Asset Management LLCActive

Notable overlap · 5 shared positions

$ADI $TJX $UBER $AMGN $LOW

$1.3B

62 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.