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 ST GERMAIN D J

13F Portfolio OverlapQ2 2026ST GERMAIN D J portfolio →

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Most similar hedge funds by 13F overlap

ST GERMAIN D J CO INC is an institutional investor managing $2.8B across 914 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 ST GERMAIN D J are Minot DeBlois Advisors, Banco de Sabadell, S.A, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $ASML, $CB, $DHR, $NEE, $SLB, $VZ. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ASML $CB $DHR $NEE $SLB $VZ

$116M

240 positions

#2Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ASML $NEE $BLK $AMGN $QCOM $TJX

$170M

61 positions

#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ASML $CB $NEE $DHR $ETN

$2.1B

131 positions

#4Investment Research & Advisory Group, Inc.Active

Notable overlap · 5 shared positions

$ASML $CB $BLK $BKNG $DHR

$324M

314 positions

#5FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$ASML $NEE $CB $AMGN $BLK $QCOM

$1.3B

393 positions

#6Phoenix Wealth AdvisorsActive

Notable overlap · 7 shared positions

$CB $WFC $NEE $CMI $VZ $ETN

$297M

129 positions

#7GRIFFIN ASSET MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$ASML $WFC $DHR $QCOM $TJX $BX

$949M

245 positions

#8Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$CB $AMGN $WFC $NEE $VZ $BX

$223M

81 positions

#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ASML $AMGN $NEE $CB $TJX $ETN

$8.0B

1,334 positions

#10Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$AMGN $CMI $NEE $DHR $ASML $TJX

$710M

193 positions

#11COUNTRY TRUST BANKActive

Notable overlap · 6 shared positions

$ASML $BKNG $CB $BLK $NEE $BX

$5.7B

628 positions

#12First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$NEE $AMGN $BLK $DHR $SLB $BX

$529M

75 positions

#13Callahan Advisors, LLCActive

Notable overlap · 5 shared positions

$CB $ASML $NEE $BKNG $ETN

$1.3B

181 positions

#14Front Row Advisors LLCPassive

Notable overlap · 7 shared positions

$ASML $BLK $AMGN $GLW $TJX $ETN

$345M

576 positions

#15NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$ASML $BKNG $DHR $BLK $NEE $TJX

$1.4B

177 positions

#16Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 6 shared positions

$CB $NEE $CMI $GLW $VZ $ETN

$251M

74 positions

#17Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$ASML $BLK $NEE $TJX $ETN

$1.6B

184 positions

#18TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$CB $AMGN $BLK $GLW $TJX $BX

$1.3B

226 positions

#19Bestgate Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$ASML $NEE $BLK $VZ

$63M

45 positions

#20SlateStone Wealth, LLCPassive

Notable overlap · 5 shared positions

$ASML $CB $NEE $AMGN $BLK

$1.3B

296 positions

#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$CB $AMGN $BLK $VZ $QCOM $BX

$201M

57 positions

#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 5 shared positions

$ASML $BLK $NEE $SLB $BX

$78M

44 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$NEE $BLK $CMI $TJX $ASML $AMGN

$1.3B

73 positions

#24Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$NEE $CMI $AMGN $GLW $VZ $ETN

$239M

126 positions

#25BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$ASML $AMGN $BLK $BX

$247M

74 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.