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 St. James Investment Company

13F Portfolio OverlapQ2 2026St. James Investment Company portfolio →

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Most similar hedge funds by 13F overlap

St. James Investment Company, LLC is an institutional investor managing $630M across 24 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to St. James Investment Company are Tevis Investment, Keystone Financial Planning, Saratoga Research & Investment, with shared positions in $UL, $MDT, $L, $FNV, $EOG, $OKE. The full ranking of 25 similar funds is below.

#1Tevis Investment ManagementPassive

Notable overlap · 11 shared positions

$UL $MDT $L $FNV $EOG $OKE

$183M

104 positions

#2Keystone Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$UL $MDT $VZ

$404M

39 positions

#3Saratoga Research & Investment ManagementActive

Notable overlap · 5 shared positions

$UL $MDT $HON $HONA $EMR

$1.8B

44 positions

#4Socorro Asset Management LPActive

Notable overlap · 4 shared positions

$APD $NEE $HUBB $OKE

$223M

33 positions

#5MANAGED ASSET PORTFOLIOS, LLCActive

Notable overlap · 6 shared positions

$VZ $MDT $UL $HON $HONA $CEF

$875M

51 positions

#6O'Brien Greene & Co. IncPassive

Notable overlap · 6 shared positions

$EOG $FNV $NEE $HONA $EMR $PHYS

$362M

141 positions

#7EQUITY INVESTMENT CORPActive

Notable overlap · 4 shared positions

$VZ $MDT $UL $TRV

$5.2B

76 positions

#8Franklin, Parlapiano, Turner & Welch, LLCActive

Notable overlap · 3 shared positions

$HUBB $MDT $APD

$442M

55 positions

#9Miramar Capital, LLCPassive

Notable overlap · 3 shared positions

$OKE $VZ $EOG

$455M

57 positions

#10Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$NEE $UL $VZ $MDT

$497M

948 positions

#11Autumn Glory Partners, LLCPassive

Notable overlap · 5 shared positions

$OKE $UL $MDT $VZ $HON

$360M

191 positions

#12SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$NEE $APD $VZ $MDT $OKE

$208M

56 positions

#13KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 3 shared positions

$VZ $UL $AEM

$382M

60 positions

#14Murphy Pohlad Asset Management LLCPassive

Notable overlap · 4 shared positions

$TRV $AEM $EMR $MDT

$288M

140 positions

#15Slocum, Gordon & Co LLPPassive

Notable overlap · 3 shared positions

$VZ $NEE $UL

$143M

66 positions

#16Euro Pacific Asset Management, LLCActive

Notable overlap · 3 shared positions

$FNV $AEM $CEF

$1.2B

108 positions

#17Financial & Tax Architects, LLCPassive

Notable overlap · 3 shared positions

$NEE $MDT $EMR

$486M

109 positions

#18Elevate Capital Advisors, LLCPassive

Notable overlap · 3 shared positions

$FNV $TRV $PHYS

$182M

77 positions

#19Te Ahumairangi Investment Management LtdActive

Notable overlap · 3 shared positions

$VZ $MDT $TRV

$620M

86 positions

#20KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$AEM $MDT $UL $HUBB $FNV

$198M

97 positions

#21Sprinkle Financial Consultants LLCActive

Notable overlap · 3 shared positions

$OKE $EOG $VZ

$256M

108 positions

#22Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$APD $MDT $HON $HONA

$223M

30 positions

#23Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$NEE $HON $HONA $MDT $APD

$227M

73 positions

#24Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$NEE $HON $HONA $MDT $APD

$339M

49 positions

#25ADVOCATE GROUP LLCPassive

Notable overlap · 4 shared positions

$VZ $EMR $MDT $UL

$646M

122 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.