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Hedge Funds Similar to WOODSTOCK

13F Portfolio OverlapQ1 2026WOODSTOCK portfolio →
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Most similar hedge funds by 13F overlap

WOODSTOCK CORP is an institutional investor managing $1.2B across 163 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WOODSTOCK are ACCOUNT, CARDEROCK, Biondo Investment Advisors,, with shared positions in $ORLY, $ISRG, $FTNT, $NEE, $IDXX, $ITW. The full ranking of 25 similar funds is below.

#1ACCOUNT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$ORLY$ISRG$FTNT$NEE
$91M
23 positions
#2CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$ORLY$ISRG$FTNT$IDXX$ITW$ADP
$405M
73 positions
#3Biondo Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$ISRG$IDXX$EMR$REGN$ITW$ADP
$780M
82 positions
#4Bellevue Group AGActive
Some overlap · 5 shared positions
$ISRG$REGN$ABT$IDXX$MDT
$4.2B
155 positions
#5Long Road Investment Counsel, LLCActive
Some overlap · 4 shared positions
$ORLY$IDXX$ITW$ADP
$255M
78 positions
#6WELCH & FORBES LLCActive
Some overlap · 5 shared positions
$ORLY$IDXX$ECL$ABT$NEE
$7.7B
368 positions
#7Marble Harbor Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ORLY$ABT$IDXX$ECL$ADP
$923M
192 positions
#8MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$ISRG$ECL$EMR$ITW$ADP
$1.2B
81 positions
#9THOMAS STORY & SON LLCPassive
Some overlap · 3 shared positions
$ORLY$ABT$ITW
$261M
51 positions
#10SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$ISRG$ABT$IDXX$REGN$ADP$ECL
$1.3B
158 positions
#11Somerset Trust CoPassive
Some overlap · 6 shared positions
$ABT$NEE$EMR$ITW$ADP$MDT
$326M
174 positions
#12HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ORLY$REGN$ECL$IDXX$ADP
$2.5B
262 positions
#13Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$ABT$EMR$ITW$ADP$AMAT$FDX
$506M
79 positions
#14Cardinal Capital ManagementPassive
Some overlap · 6 shared positions
$ECL$EMR$ITW$IDXX$ADP$MDT
$776M
136 positions
#15Williams Jones Wealth Management, LLC.Active
Some overlap · 5 shared positions
$ORLY$ISRG$IDXX$ECL$ADP
$8.1B
514 positions
#16Simmons BankPassive
Some overlap · 3 shared positions
$ORLY$NEE$ISRG
$1.5B
343 positions
#17WORMSER FRERES GESTIONActive
Some overlap · 5 shared positions
$ISRG$ECL$EMR$ABT$IDXX
$139M
42 positions
#18BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$ISRG$ABT$ECL$ADP
$134M
211 positions
#19CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 6 shared positions
$ISRG$ABT$ADP$AMAT$EMR$NEE
$716M
261 positions
#20PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$ABT$ECL$NEE$EMR$ADP
$196M
53 positions
#21GKV Capital Management Co., Inc.Passive
Some overlap · 3 shared positions
$ORLY$AMAT$IDXX
$201M
165 positions
#22Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$ABT$NEE$EMR$ITW$ADP
$186M
95 positions
#23DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$ABT$ECL$NEE$ITW$ADP
$1.8B
269 positions
#24Bath Savings Trust CoActive
Some overlap · 5 shared positions
$ABT$ECL$NEE$ADP$IDXX
$936M
168 positions
#25TRUST CO OF VERMONT
Some overlap · 6 shared positions
$NEE$ABT$AMAT$EMR$ECL$ADP
$2.4B
1,131 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.