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Hedge Funds Similar to VAN STRUM & TOWNE

13F Portfolio OverlapQ1 2026VAN STRUM & TOWNE portfolio →
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Most similar hedge funds by 13F overlap

VAN STRUM & TOWNE INC. is an institutional investor managing $343M across 111 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 VAN STRUM & TOWNE are R.H. Investment Group,, Minot DeBlois Advisors, Essex, with shared positions in $COP, $AMGN, $ADP, $USB, $BRZE, $ECL. The full ranking of 25 similar funds is below.

#1R.H. Investment Group, LLCPassive
Notable overlap · 5 shared positions
$COP$AMGN$ADP$USB$BRZE
$130M
45 positions
#2Minot DeBlois Advisors LLCPassive
Notable overlap · 7 shared positions
$COP$ECL$ADP$DIS$AXP$CRM
$110M
226 positions
#3Essex LLCActive
Notable overlap · 8 shared positions
$COP$USB$GE$EMR$GEV$IBM
$566M
175 positions
#4CFC Planning Co LLCPassive
Notable overlap · 7 shared positions
$COP$IBM$DIS$CRM$AXP$TXN
$140M
72 positions
#5Sawyer & Company, IncPassive
Notable overlap · 8 shared positions
$AMGN$ADP$DIS$CRM$COP$ECL
$260M
197 positions
#6Palisade Asset Management, LLCActive
Notable overlap · 6 shared positions
$AMGN$IBM$ECL$USB$ADP$TXN
$996M
195 positions
#7Exeter Financial, LLCPassive
Notable overlap · 7 shared positions
$EMR$AMGN$IBM$USB$COP$ADP
$245M
98 positions
#8Smead Capital Management, Inc.Active
Notable overlap · 3 shared positions
$COP$AMGN$AXP
$4.6B
32 positions
#9Stone Summit Wealth LLCPassive
Notable overlap · 4 shared positions
$COP$USB$AXP$ECL
$359M
142 positions
#10Massachusetts Wealth ManagementPassive
Notable overlap · 6 shared positions
$COP$EMR$AMGN$GE$PFE$GEV
$231M
98 positions
#11AA Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$COP$USB$CRM$GE
$710M
221 positions
#12Coyle Financial Counsel LLCActive
Notable overlap · 3 shared positions
$COP$USB$BRZE
$473M
113 positions
#13White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$COP$USB$BRZE
$721M
145 positions
#14W.H. Cornerstone Investments Inc.Passive
Notable overlap · 4 shared positions
$COP$USB$ECL$TXN
$160M
129 positions
#15TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$COP$USB$AXP$AMGN
$283M
137 positions
#16SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$COP$IBM$AMGN$USB$PFE$TXN
$728M
79 positions
#17Davidson Capital Management Inc.Active
Notable overlap · 4 shared positions
$COP$USB$PANW$GEV
$552M
93 positions
#18CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$COP$USB$COF$IBM
$363M
102 positions
#19MCDANIEL TERRY & COActive
Notable overlap · 4 shared positions
$ADP$ECL$EMR$TXN
$1.2B
81 positions
#20Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$COP$USB$TXN$IBM
$170M
38 positions
#21Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$COP$USB$GE$GEV$BRZE
$2.1B
152 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$COP$COF$DIS$CRM$PFE$TXN
$16.0B
187 positions
#23KEYVANTAGE WEALTH, LLCActive
Notable overlap · 6 shared positions
$USB$IBM$COP$TXN$AMGN$GEV
$227M
92 positions
#24DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$COP$USB$BRZE$AXP
$464M
679 positions
#25Greenspring Advisors, LLCActive
Notable overlap · 5 shared positions
$COP$USB$AMGN$GE$GEV
$1.6B
318 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.