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 ZEVIN ASSET

13F Portfolio OverlapQ2 2026ZEVIN ASSET portfolio →

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Most similar hedge funds by 13F overlap

ZEVIN ASSET MANAGEMENT LLC is an institutional investor managing $713M across 97 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 ZEVIN ASSET are Minot DeBlois Advisors, NORTHSTAR ASSET, CAMDEN NATIONAL BANK, with shared positions in $ASML, $ADI, $CB, $ADP, $ECL, $TJX. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ASML $ADI $CB $ADP $ECL $TJX

$116M

240 positions

#2NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TJX $ADP $LIN $DDOG $UL $DLR

$341M

91 positions

#3CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$LIN $TJX $CB $ADP $NVS $PLD

$767M

184 positions

#4FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 7 shared positions

$TJX $ASML $LIN $AZN $PLD $MELI

$118M

56 positions

#5Birch Hill Investment Advisors LLCActive

Notable overlap · 6 shared positions

$TJX $ASML $ECL $ADI $SPGI $KR

$2.5B

211 positions

#6TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 9 shared positions

$ASML $TJX $PNC $ECL $AZN $LIN

$3.3B

230 positions

#7Elefante Mark BActive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $ASML $WCN $CRWD

$232M

60 positions

#8PineStone Asset Management Inc.Active

Notable overlap · 6 shared positions

$TJX $LIN $ADI $AON $SPGI $CL

$16.2B

44 positions

#9Delaney Dennis R

Notable overlap · 5 shared positions

$TJX $ADI $ADP $ASML $WCN

$314M

61 positions

#10Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$CRWD $DDOG $TJX $ASML $LIN $MELI

$115M

89 positions

#11Heirloom Wealth ManagementActive

Notable overlap · 5 shared positions

$ASML $MELI $LIN $AZN $ACN

$690M

61 positions

#12SOMERVILLE KURT FActive

Notable overlap · 7 shared positions

$ADI $TJX $ADP $ASML $CRWD $WCN

$419M

97 positions

#13SWP Investment Management LLCPassive

Notable overlap · 6 shared positions

$TJX $AZN $EMR $PNC $DLR $PLD

$145M

43 positions

#14Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

$TJX $ADI $ADP $CRWD $WCN $ASML

$1.4B

135 positions

#15MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$ADI $LIN $ASML $UL $ECL

$1.0B

33 positions

#16PUZO MICHAEL JPassive

Notable overlap · 6 shared positions

$ADI $TJX $ADP $WCN $ASML $EMR

$388M

66 positions

#17GRANDFIELD & DODD, LLCActive

Notable overlap · 5 shared positions

$ADI $LIN $CB $NVS $UL

$1.9B

217 positions

#18Broderick Brian CActive

Notable overlap · 5 shared positions

$ADI $TJX $ADP $CRWD $ASML

$646M

95 positions

#19Slow Capital, Inc.Active

Notable overlap · 6 shared positions

$MELI $CRWD $DDOG $ADI $ASML $TJX

$857M

111 positions

#20BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ASML $CRWD $NVS $EMR

$247M

74 positions

#21Saturna Capital CORPActive

Notable overlap · 7 shared positions

$ASML $TJX $AZN $LIN $UL $NVS

$8.2B

140 positions

#22Phraction Management LLCActive

Notable overlap · 4 shared positions

$ASML $ADI $LIN $SPGI

$596M

66 positions

#23WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$ADP $CB $NVS $EMR $CL $ACN

$742M

119 positions

#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LIN $CB $ADI $TJX $CL $SPGI

$6.4B

290 positions

#25Kidder Stephen W

Notable overlap · 4 shared positions

$TJX $ADI $ADP $WCN

$396M

75 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.