What hedge funds are most similar to M. Kraus & Co?

The funds with the most similar 13F portfolios to M. Kraus & Co are WATERS PARKERSON & ,, S.E.E.D. Planning Group, Somerset, based on overlapping conviction holdings in the latest SEC filings.

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 M. Kraus &

13F Portfolio OverlapQ1 2026M. Kraus & portfolio →

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Most similar hedge funds by 13F overlap

M. Kraus & Co is an institutional investor managing $343M across 81 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 M. Kraus & are WATERS PARKERSON & ,, S.E.E.D. Planning Group, Somerset, with shared positions in $TMO, $ROK, $ABT, $NSC, $MCHP, $VZ. The full ranking of 25 similar funds is below.

#1WATERS PARKERSON & CO., LLCActive

Notable overlap · 8 shared positions

$TMO $ROK $ABT $NSC $MCHP $VZ

$1.9B

188 positions

#2S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$NEE $TMO $ENB $LIN $IBM

$344M

89 positions

#3Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $LHX $LIN $ITW $NSC $ABT

$326M

174 positions

#4COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$TMO $ITW $CHD $LIN

$1.7B

87 positions

#5McCollum Christoferson Group LLCPassive

Notable overlap · 5 shared positions

$ECL $NEE $LIN $ABT $CHD

$333M

77 positions

#6Tandem Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$NEE $CHD $ABT $RSG $BDX

$2.0B

83 positions

#7Rench Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$LHX $NEE $ABT $MCHP $RSG $VZ

$332M

62 positions

#8Aureus Asset Management, LLCPassive

Notable overlap · 4 shared positions

$NEE $TMO $LIN $ABT

$1.5B

225 positions

#9Baker Chad RActive

Notable overlap · 5 shared positions

$ROK $CARR $ABT $NSC $IBM

$530M

56 positions

#10Mirova US LLCActive

Notable overlap · 3 shared positions

$NEE $TMO $ECL

$8.8B

42 positions

#11AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$NEE $ECL $TMO $IBM $BDX $CARR

$1.4B

114 positions

#12Ausbil Investment Management LtdPassive

Notable overlap · 3 shared positions

$NEE $NSC $ENB

$201M

63 positions

#13CPA Asset Management LLCActive

Notable overlap · 5 shared positions

$NEE $NSC $ECL $MDLZ $BDX

$298M

99 positions

#14Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$LHX $TMO $LIN $IBM $ETN $COP

$207M

53 positions

#15Iyo Bank, Ltd.Active

Notable overlap · 5 shared positions

$NEE $ROK $TMO $ECL $DIS

$281M

35 positions

#16Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

$ENB $TMO $MCHP $MDLZ $NEE $ABT

$412M

46 positions

#17SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$LHX $NEE $VZ $ETN

$198M

49 positions

#18OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 8 shared positions

$NEE $ENB $ECL $NSC $VZ $COP

$311M

318 positions

#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEE $ABT $CHD $CARR $DIS

$2.1B

122 positions

#20America First Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$TMO $ABT $ENB

$536M

41 positions

#21CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$LHX $LIN $NEE $TMO $RSG

$739M

164 positions

#22Foresight Group Ltd Liability PartnershipPassive

Notable overlap · 3 shared positions

$TMO $ECL $ROK

$566M

59 positions

#23Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$ITW $ABT $LIN $TMO $BDX $DIS

$506M

79 positions

#24WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$NEE $LIN $TMO $CARR $DIS $OTIS

$1.2B

69 positions

#25Unisphere EstablishmentActive

Notable overlap · 5 shared positions

$TMO $LIN $RSG $IBM $MCHP

$11.9B

50 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.