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 BAXTER BROS

13F Portfolio OverlapQ1 2026BAXTER BROS portfolio →

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Most similar hedge funds by 13F overlap

BAXTER BROS INC is an institutional investor managing $810M across 166 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 BAXTER BROS are PRING TURNER GROUP, BRIGHT ROCK ,, LETSON INVESTMENT ,, with shared positions in $AXP, $UNP, $SCHW, $WFC, $GE, $TXN. The full ranking of 25 similar funds is below.

#1PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 7 shared positions

$AXP $UNP $SCHW $WFC $GE $TXN

$166M

72 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$UNP $INTU $SCHW $HON $TMO $MS

$506M

75 positions

#3LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$AXP $UNP $ADP $INTU $PAYX $CB

$260M

101 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AXP $MS $UNP $HON $KO $SHW

$446M

104 positions

#5HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$INTU $UNP $ADP $SCHW

$407M

49 positions

#6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 6 shared positions

$AXP $UNP $ADP $INTU $PAYX $WFC

$1.3B

158 positions

#7ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$AXP $ADP $HON $TMO $CB $TXN

$1.7B

86 positions

#8Dundas Partners LLPActive

Notable overlap · 5 shared positions

$AXP $ADP $INTU $TMO $WRB

$1.3B

49 positions

#9Pavion Blue Capital, LLCPassive

Notable overlap · 6 shared positions

$AXP $GE $GEV $WFC $KO $MKL

$230M

108 positions

#10Galvin, Gaustad & Stein, LLCPassive

Notable overlap · 7 shared positions

$AXP $GE $UNP $WFC $SCHW $KO

$1.2B

252 positions

#11Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$UNP $GE $HON $GEV $WFC $CB

$685M

380 positions

#12Alley Investment Management Company, LLCActive

Notable overlap · 5 shared positions

$UNP $INTU $MS $GE $PAYX

$821M

85 positions

#13Foyston, Gordon, & Payne IncPassive

Some overlap · 4 shared positions

$AXP $UNP $HON $KO

$434M

67 positions

#14Karani Asset Management LLCPassive

Some overlap · 5 shared positions

$AXP $INTU $GE $TXN $GEV

$122M

54 positions

#15BOWEN HANES & CO INCActive

Some overlap · 5 shared positions

$AXP $UNP $SCHW $GEV $TXN

$4.1B

151 positions

#16WOLFF WIESE MAGANA LLCPassive

Some overlap · 6 shared positions

$SCHW $AXP $MS $UNP $KO $CB

$181M

983 positions

#17Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

$UNP $GE $AXP $HON $GEV $ADP

$100M

54 positions

#18Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$AXP $SCHW $GE $WFC $GEV $KO

$195M

107 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 8 shared positions

$UNP $ADP $HON $AXP $SHW $SCHW

$280M

107 positions

#20Talbot Financial, LLCActive

Some overlap · 6 shared positions

$SCHW $INTU $HON $GEV $TMO $CB

$1.2B

66 positions

#21Intrinsic Value Partners, LLCActive

Some overlap · 6 shared positions

$AXP $SCHW $GE $WFC $GEV $MKL

$130M

69 positions

#22CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$UNP $AXP $HON $CB $TXN

$2.2B

145 positions

#23MCDANIEL TERRY & COActive

Some overlap · 6 shared positions

$ADP $INTU $HON $TMO $KO $TXN

$1.2B

81 positions

#24MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 7 shared positions

$MS $TMO $GEV $WFC $KO $UNP

$1.8B

250 positions

#25Mill Capital Management, LLCActive

Some overlap · 5 shared positions

$AXP $UNP $TMO $WFC $GE

$1.3B

130 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.