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Hedge Funds Similar to Saratoga Research & Investment

13F Portfolio OverlapQ1 2026Saratoga Research & Investment portfolio →
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Most similar hedge funds by 13F overlap

Saratoga Research & Investment Management is an institutional investor managing $1.8B across 46 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 Saratoga Research & Investment are CLARK ESTATES /NY, Tevis Investment, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $DIS, $UL, $MDT, $HON, $NVO, $ASML. The full ranking of 25 similar funds is below.

#1CLARK ESTATES INC/NYActive
Notable overlap · 3 shared positions
$DIS$UL$MDT
$416M
97 positions
#2Tevis Investment ManagementPassive
Notable overlap · 9 shared positions
$UL$MDT$HON$NVO$ASML$DIS
$176M
99 positions
#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 6 shared positions
$ASML$DIS$HON$ACN$GD$KO
$2.1B
122 positions
#4DRH Investments, Inc.Active
Notable overlap · 3 shared positions
$DIS$GD$DEO
$123M
16 positions
#5Eldred Rock Partners, LLCActive
Notable overlap · 5 shared positions
$ASML$UL$ACN$NVO$DEO
$393M
31 positions
#6St. James Investment Company, LLCSmart money
Notable overlap · 4 shared positions
$UL$MDT$HON$SYY
$638M
22 positions
#7Round Hill Asset ManagementPassive
Notable overlap · 4 shared positions
$DIS$NVO$MDT$AMGN
$153M
62 positions
#8Granite Group Advisors, LLCActive
Notable overlap · 6 shared positions
$DIS$SBUX$MDT$ACN$AMGN$LMT
$165M
86 positions
#9THOMAS STORY & SON LLCPassive
Notable overlap · 7 shared positions
$GD$ASML$ACN$CHRW$AMGN$KO
$261M
51 positions
#10EVERETT HARRIS & CO /CA/Active
Notable overlap · 9 shared positions
$NVO$DIS$SBUX$UL$ACN$CL
$7.8B
323 positions
#11Newport Trust Company, LLCSmart money
Notable overlap · 4 shared positions
$GD$DIS$HON$NKE
$40.7B
64 positions
#12Randolph Co IncActive
Notable overlap · 3 shared positions
$GD$MDT$HON
$1.0B
43 positions
#13HS Management Partners, LLCActive
Notable overlap · 4 shared positions
$DIS$SBUX$NKE$KO
$286M
24 positions
#14CORDA Investment Management, LLC.Active
Notable overlap · 9 shared positions
$ASML$MDT$HON$NVO$DEO$DIS
$1.4B
80 positions
#15Burkett Asset Management LtdPassive
Notable overlap · 5 shared positions
$ASML$DEO$NVO$UL$GD
$101M
61 positions
#16GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$ASML$HON$SBUX$DIS$ACN$KO
$887M
228 positions
#17WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$MDT$CHRW
$43.8B
263 positions
#18Warther Private Wealth, LLCPassive
Some overlap · 3 shared positions
$NVO$ASML$SCHW
$427M
40 positions
#19SALT Holding Corp.Smart money
Some overlap · 3 shared positions
$NVO$DEO$ASML
$165M
24 positions
#20Banque de Luxembourg S.A.Active
Some overlap · 4 shared positions
$MDT$ACN$DIS$NKE
$193M
75 positions
#21MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 4 shared positions
$MDT$HON$UL$ZTS
$834M
51 positions
#22Stockman Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$ASML$HON$SBUX$MDT$IBM$SYY
$906M
178 positions
#23Farmers National BankPassive
Some overlap · 8 shared positions
$HON$DIS$ACN$MDT$SBUX$GD
$453M
185 positions
#24ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$ASML$HON$GD$DIS$APH
$1.7B
86 positions
#25Holowesko Partners Ltd.Active
Some overlap · 4 shared positions
$GD$ACN$UL$ASML
$357M
31 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.