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Hedge Funds Similar to St. James Investment Company,

13F Portfolio OverlapQ1 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 $638M across 22 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 St. James Investment Company, are Tevis Investment, MANAGED ASSET PORTFOLIOS,, VANTAGE WEALTH, with shared positions in $UL, $MDT, $FNV, $L, $HON, $EOG. The full ranking of 25 similar funds is below.

#1Tevis Investment ManagementPassive
Notable overlap · 10 shared positions
$UL$MDT$FNV$L$HON$EOG
$176M
99 positions
#2MANAGED ASSET PORTFOLIOS, LLCActive
Notable overlap · 5 shared positions
$VZ$MDT$HON$UL$CEF
$834M
51 positions
#3VANTAGE WEALTH
Notable overlap · 4 shared positions
$MDT$HON$EMR$APD
$463M
30 positions
#4EQUITY INVESTMENT CORPActive
Notable overlap · 4 shared positions
$VZ$MDT$UL$TRV
$5.1B
71 positions
#5Miramar Capital, LLCPassive
Notable overlap · 3 shared positions
$VZ$OKE$EOG
$449M
56 positions
#6Saratoga Research & Investment ManagementActive
Notable overlap · 4 shared positions
$UL$MDT$HON$SYY
$1.8B
46 positions
#7KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 6 shared positions
$AEM$MDT$FNV$UL$HUBB$EOG
$181M
93 positions
#8Murphy Pohlad Asset Management LLCPassive
Notable overlap · 4 shared positions
$AEM$TRV$MDT$EMR
$279M
134 positions
#9Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Notable overlap · 4 shared positions
$FNV$AEM$EOG$OKE
$56M
38 positions
#10Heathbridge Capital Management Ltd.Active
Notable overlap · 3 shared positions
$VZ$AEM$OKE
$275M
29 positions
#11Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$AEM$FNV$PHYS
$180M
37 positions
#12Elevate Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$FNV$TRV$L$PHYS
$155M
72 positions
#13FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 3 shared positions
$AEM$VZ$L
$889M
55 positions
#14KEATING INVESTMENT COUNSELORS INCActive
Notable overlap · 3 shared positions
$AEM$VZ$UL
$404M
59 positions
#15Nexus Investment Management ULCActive
Notable overlap · 4 shared positions
$EOG$MDT$HON$VZ
$715M
70 positions
#16Te Ahumairangi Investment Management LtdActive
Notable overlap · 4 shared positions
$VZ$MDT$TRV$AEM
$597M
86 positions
#17BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$TRV$VZ$MDT$HON$EMR$SYY
$480M
133 positions
#18O'Brien Greene & Co. IncPassive
Notable overlap · 4 shared positions
$EOG$FNV$EMR$PHYS
$353M
133 positions
#19CHELSEA COUNSEL COPassive
Notable overlap · 3 shared positions
$AEM$HON$EMR
$233M
238 positions
#20Two Point Capital Management, Inc.Active
Notable overlap · 3 shared positions
$HON$MDT$APD
$229M
28 positions
#21ALTRINSIC GLOBAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$MDT$AEM$EOG
$2.8B
43 positions
#22Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$HON$OKE$FNV$PHYS
$186M
93 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$OKE$VZ$MDT
$220M
148 positions
#24Sprinkle Financial Consultants LLCPassive
Some overlap · 3 shared positions
$OKE$EOG$VZ
$217M
99 positions
#25Cheviot Value Management, LLCActive
Some overlap · 3 shared positions
$AEM$UL$CEF
$996M
426 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.