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Hedge Funds Similar to EVERETT HARRIS & /CA/

13F Portfolio OverlapQ1 2026EVERETT HARRIS & /CA/ portfolio →
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Most similar hedge funds by 13F overlap

EVERETT HARRIS & CO /CA/ is an institutional investor managing $7.8B across 323 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 EVERETT HARRIS & /CA/ are Saratoga Research & Investment, RE ADVISERS, LETSON INVESTMENT ,, with shared positions in $NVO, $DIS, $SBUX, $UL, $ACN, $CL. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive
Notable overlap · 9 shared positions
$NVO$DIS$SBUX$UL$ACN$CL
$1.8B
46 positions
#2RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$TJX$BAC$MCD$DIS$ABT
$3.7B
111 positions
#3LETSON INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 7 shared positions
$BAC$ABT$MCD$ACN$BDX$CL
$260M
101 positions
#4Borer Denton & Associates, Inc.Active
Notable overlap · 7 shared positions
$BAC$ABT$MCD$BDX$NVO$UNP
$280M
66 positions
#5Providence Capital Advisors, LLCPassive
Some overlap · 8 shared positions
$BAC$TJX$ABT$SBUX$DIS$NKE
$613M
200 positions
#6GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$TJX$BAC$SBUX$DIS$ACN
$887M
228 positions
#7PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$TJX$ABT$MCD$DIS$ACN$NKE
$412M
83 positions
#8GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 6 shared positions
$ABT$DIS$BAC$BDX$SBUX$WAT
$328M
83 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TJX$ABT$MCD$SBUX$LMT
$353M
78 positions
#10DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$ABT$BAC$DIS$ACN$CL$UNP
$16.0B
187 positions
#11Osprey Private Wealth LLCActive
Some overlap · 6 shared positions
$TJX$MCD$DIS$ACN$VZ$PGR
$345M
77 positions
#12Kimelman & Baird, LLCActive
Some overlap · 6 shared positions
$TJX$BAC$DIS$NKE$MCD$UNP
$1.2B
263 positions
#13Piscataqua Savings BankPassive
Some overlap · 6 shared positions
$TJX$BAC$MCD$CL$DIS$UNP
$142M
416 positions
#14Palisade Asset Management, LLCActive
Some overlap · 5 shared positions
$ABT$TJX$MCD$ACN$CL
$996M
195 positions
#15DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 8 shared positions
$TJX$MCD$CL$NKE$LMT$VZ
$137M
76 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$MCD$ABT$CL$LMT$UNP
$446M
104 positions
#17BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TJX$ABT$MCD$ACN$SBUX
$321M
110 positions
#18CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$TJX$ABT$MCD$ACN
$6.6B
63 positions
#19WATERS PARKERSON & CO., LLCActive
Some overlap · 5 shared positions
$BAC$ABT$DIS$ACN$VZ
$1.9B
188 positions
#20DAVIS-REA LTD.Passive
Some overlap · 5 shared positions
$BAC$MCD$ABT$DIS$UL
$384M
54 positions
#21Bath Savings Trust CoActive
Some overlap · 5 shared positions
$TJX$ABT$MCD$CL$LMT
$936M
168 positions
#22Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$ABT$BAC$MCD$CCZ$SHEL
$179M
59 positions
#23Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BAC$TJX$DIS$ABT$SCHW
$717M
207 positions
#24Boit C F DavidPassive
Some overlap · 6 shared positions
$BAC$MCD$ABT$CL$LMT$UNP
$225M
117 positions
#25Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$ABT$SBUX$DIS$BDX$CL$NKE
$506M
79 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.