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Hedge Funds Similar to THOMAS STORY & SON

13F Portfolio OverlapQ1 2026THOMAS STORY & SON portfolio →
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Most similar hedge funds by 13F overlap

THOMAS STORY & SON LLC is an institutional investor managing $261M across 51 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 THOMAS STORY & SON are BONTEMPO OHLY MGMT, Long Road Investment Counsel,, Bellecapital International Ltd., with shared positions in $FAST, $GD, $ITW, $TSCO, $KO, $ACN. The full ranking of 25 similar funds is below.

#1BONTEMPO OHLY CAPITAL MGMT LLCActive
Notable overlap · 8 shared positions
$FAST$GD$ITW$TSCO$KO$ACN
$222M
34 positions
#2Long Road Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$ORLY$FAST$ITW$ACN
$255M
78 positions
#3Bellecapital International Ltd.Passive
Notable overlap · 4 shared positions
$AMD$FAST$TSCO$KO
$538M
116 positions
#4Saratoga Research & Investment ManagementActive
Notable overlap · 7 shared positions
$GD$ASML$ACN$CHRW$AMGN$KO
$1.8B
46 positions
#5McBroom & Associates, LLCActive
Notable overlap · 5 shared positions
$ORLY$TSCO$MCK$WSM$KO
$180M
36 positions
#6Pollock Investment Advisors, LLC
Notable overlap · 5 shared positions
$ORLY$ABT$TSCO$WEC$GWW
$136M
40 positions
#7Cox Capital Mgt LLCPassive
Notable overlap · 4 shared positions
$AMD$ASML$ABT$UNP
$151M
73 positions
#8Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$GD$ITW$CHRW$AMGN
$184M
32 positions
#9McGuire Investment Group, LLCActive
Notable overlap · 4 shared positions
$AMD$ASML$ITW$AMGN
$885M
121 positions
#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 5 shared positions
$ABT$ACN$ASML$GD$KO
$2.1B
122 positions
#11Aristotle Capital Management, LLCActive
Notable overlap · 4 shared positions
$WSM$GD$KO$AMGN
$47.8B
191 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$WEC$GD$KO$UNP$SO
$220M
148 positions
#13DE BURLO GROUP INCPassive
Notable overlap · 4 shared positions
$AMD$ORLY$ASML$MCK
$441M
88 positions
#14First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$ABT$WSM$FAST$ITW$AMGN
$1.2B
70 positions
#15COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$FAST$ACN$ITW$LIN
$1.7B
87 positions
#16Broderick Brian CActive
Some overlap · 4 shared positions
$AMD$ABT$ASML$UNP
$542M
95 positions
#17MAVERICK CAPITAL LTDPassive
Some overlap · 5 shared positions
$ASML$ABT$AMD$KO$LIN
$8.7B
241 positions
#18Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$GD$ACN$ASML
$357M
31 positions
#19ICW Investment Advisors LLCPassive
Some overlap · 8 shared positions
$ORLY$FAST$ABT$GD$KO$ITW
$277M
147 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$GD$KO$ABT$ACN$UNP$AMGN
$1.4B
56 positions
#21DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$WEC$ITW$ACN$TSCO$ABT
$1.8B
269 positions
#22SOMERVILLE KURT FPassive
Some overlap · 4 shared positions
$AMD$ABT$ORLY$ASML
$379M
91 positions
#23Provident Investment Management, Inc.Active
Some overlap · 6 shared positions
$ORLY$ABT$FAST$ACN$AMGN$KO
$1.0B
82 positions
#24REIK & CO., LLCActive
Some overlap · 5 shared positions
$WSM$KO$FAST$ACN$ABT
$363M
56 positions
#25PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$FAST$ACN$TSCO
$4.8B
22 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.