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 ROBERTS GLORE & /IL/

13F Portfolio OverlapQ1 2026ROBERTS GLORE & /IL/ portfolio →

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Most similar hedge funds by 13F overlap

ROBERTS GLORE & CO INC /IL/ is an institutional investor managing $364M across 216 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 ROBERTS GLORE & /IL/ are MB, LEVIS & ASSOCIATES,, Ramsay, Stattman, Vela & Price,, Alley Investment Company,, with shared positions in $DDOG, $ABT, $NSC, $AMGN, $NVS, $CEF. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 8 shared positions

$DDOG $ABT $NSC $AMGN $NVS $CEF

$240M

234 positions

#2Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 6 shared positions

$ABT $SYK $ITW $ASML $LIN $SBUX

$506M

79 positions

#3Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$ABT $SYK $UNP $AMGN $SBUX $CME

$821M

85 positions

#4ANB BANKPassive

Some overlap · 6 shared positions

$ABT $SYK $ITW $LIN $SBUX $ASML

$247M

128 positions

#5LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$ABT $SYK $ITW $UNP $AMGN

$260M

101 positions

#6BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$ABT $SYK $ITW $AMGN $SBUX

$321M

110 positions

#7Boit C F DavidPassive

Some overlap · 6 shared positions

$ABT $SYK $AMGN $LIN $UNP $NVS

$225M

117 positions

#8Kuhn & Co Investment CounselPassive

Some overlap · 5 shared positions

$DDOG $ITW $COP $LIN $AMGN

$155M

142 positions

#9Saturna Capital CORPActive

Some overlap · 6 shared positions

$SYK $ITW $ASML $LIN $NVS $ABT

$7.1B

148 positions

#10M. Kraus & CoActive

Some overlap · 5 shared positions

$ABT $ITW $NSC $COP $LIN

$343M

81 positions

#11Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$ABT $ASML $COP $HUM $UNP $NVS

$110M

226 positions

#12Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$ABT $SYK $LIN $HUM $UNP

$446M

104 positions

#13Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$ABT $SYK $ITW $LIN $MTB

$583M

140 positions

#14McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$SYK $ITW $ASML $CME $AMGN $MEDP

$885M

121 positions

#15Somerset Trust CoPassive

Some overlap · 5 shared positions

$ABT $ITW $NSC $LIN $AMGN

$326M

174 positions

#16SITTNER & NELSON, LLCPassive

Some overlap · 6 shared positions

$SYK $LIN $ASML $AMGN $SBUX $NVS

$274M

569 positions

#17HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SYK $ABT $DDOG $COP $SBUX

$184M

101 positions

#18RWA WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$DDOG $UNIT $HUM $ASML $LIN $UNP

$9.1B

618 positions

#19AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$DDOG $SYK $COP $UNP

$445M

77 positions

#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$ABT $SYK $ASML $NVS $CME

$2.1B

122 positions

#21CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$DDOG $UNIT $COP $AMGN $HUM

$156M

80 positions

#22SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 5 shared positions

$SYK $ABT $LIN $UNP $SBUX

$1.3B

158 positions

#23Pine Haven Investment Counsel, IncPassive

Some overlap · 5 shared positions

$ABT $SYK $UNP $AMGN $SBUX

$136M

114 positions

#24Firestone Capital ManagementPassive

Some overlap · 5 shared positions

$DDOG $UNIT $COP $HUM $NSC

$480M

160 positions

#25Wilson & Boucher Capital Management, LLCPassive

Some overlap · 5 shared positions

$SYK $ITW $ABT $HUM $AMGN

$151M

114 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.