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 Ramsay, Stattman, Vela & Price,

13F Portfolio OverlapQ1 2026Ramsay, Stattman, Vela & Price, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ramsay, Stattman, Vela & Price, Inc. is an institutional investor managing $506M across 79 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 Ramsay, Stattman, Vela & Price, are MCDANIEL TERRY &, Sky Investment Group, Long Road Investment Counsel,, with shared positions in $ITW, $ADP, $KO, $EMR, $SYK, $TMO. The full ranking of 25 similar funds is below.

#1MCDANIEL TERRY & COActive

Notable overlap · 9 shared positions

$ITW $ADP $KO $EMR $SYK $TMO

$1.2B

81 positions

#2Sky Investment Group LLCPassive

Notable overlap · 9 shared positions

$ABT $KO $LIN $TMO $ITW $EMR

$583M

140 positions

#3Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$SYK $ITW $ADP $TMO $SBUX $APD

$255M

78 positions

#4LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$SYK $DHR $ABT $TMO $ADP $SBUX

$10.0B

560 positions

#5COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$SYK $ITW $ADP $LIN $TMO $PANW

$1.7B

87 positions

#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYK $DHR $ABT $ADP $ASML $DIS

$2.1B

122 positions

#7ANB BANKPassive

Notable overlap · 13 shared positions

$ABT $ITW $SYK $DHR $SBUX $KO

$247M

128 positions

#8SECURITY NATIONAL BANK OF SO DAKPassive

Notable overlap · 9 shared positions

$LIN $TMO $ABT $DHR $ADP $KO

$207M

119 positions

#9NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$DHR $ABT $LIN $AMAT $TMO $SYK

$1.5B

139 positions

#10BONNESS ENTERPRISES INCActive

Notable overlap · 6 shared positions

$SYK $EMR $AMAT $TMO $ABT $KO

$273M

39 positions

#11Clark & Stuart, IncActive

Notable overlap · 9 shared positions

$ADP $SYK $KO $ITW $ABT $EMR

$148M

49 positions

#12DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$ITW $ABT $DHR $LIN $BDX $ADBE

$253M

92 positions

#13Dundas Partners LLPActive

Notable overlap · 5 shared positions

$SYK $ADP $ABT $AMAT $TMO

$1.3B

49 positions

#14STONEBRIDGE CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$SYK $KO $AMAT $SBUX $DIS $ITW

$220M

80 positions

#15WORMSER FRERES GESTIONActive

Notable overlap · 6 shared positions

$SYK $DHR $EMR $TMO $PANW $ABT

$139M

42 positions

#16ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Notable overlap · 8 shared positions

$SYK $TMO $ASML $SBUX $ITW $PANW

$584M

366 positions

#17Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $ADP $ABT $DHR $CL $KO

$936M

168 positions

#18FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$DHR $ABT $LIN $TMO $SYK $NKE

$21.4B

109 positions

#19PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$SYK $ADP $EMR $ABT $BDX $KO

$196M

53 positions

#20S-Bank Fund Management LtdActive

Notable overlap · 8 shared positions

$DHR $LIN $TMO $EMR $KO $AMAT

$671M

178 positions

#21Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$EMR $ABT $KO $LIN $TMO $SBUX

$353M

78 positions

#22GRANDFIELD & DODD, LLCPassive

Notable overlap · 6 shared positions

$ITW $SYK $LIN $AMAT $DIS $APD

$1.8B

209 positions

#23MAVERICK CAPITAL LTDPassive

Notable overlap · 6 shared positions

$ABT $DHR $LIN $AMAT $KO $ASML

$8.7B

241 positions

#24NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$ADP $KO $LIN $TMO $SYK $APD

$1.5B

105 positions

#25GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 7 shared positions

$ADP $ABT $TMO $SBUX $ASML $DIS

$328M

83 positions

Compare Ramsay, Stattman, Vela & Price,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ramsay, Stattman, Vela & Price,’s holdings

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.