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 OverlapQ2 2026M. Kraus portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

M. Kraus & Co is an institutional investor managing $377M across 86 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 M. Kraus are WATERS PARKERSON, S.E.E.D. Planning Group, CAMDEN NATIONAL BANK, with shared positions in $ROK, $TMO, $ABT, $PEP, $NSC, $MCHP. The full ranking of 25 similar funds is below.

#1WATERS PARKERSON & CO., LLCActive

Notable overlap · 7 shared positions

$ROK $TMO $ABT $PEP $NSC $MCHP

$2.0B

200 positions

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

Notable overlap · 5 shared positions

$TMO $NEE $LIN $ENB $PEP

$379M

88 positions

#3CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$LIN $NEE $LHX $TMO $PEP $MDLZ

$767M

184 positions

#4OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 8 shared positions

$NEE $PEP $ENB $ECL $ETN $NSC

$329M

323 positions

#5Somerset Trust CoPassive

Notable overlap · 7 shared positions

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

$354M

186 positions

#6SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$LHX $NEE $PEP $ETN $VZ

$205M

55 positions

#7COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$TMO $ITW $CHD $LIN

$1.7B

91 positions

#8Iyo Bank, Ltd.Active

Notable overlap · 6 shared positions

$ROK $TMO $NEE $LIN $ECL $DIS

$329M

32 positions

#9Tandem Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$NEE $CHD $ABT $PEP $RSG

$1.5B

68 positions

#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$CARR $NEE $CHD $ABT $DIS $ETN

$2.1B

131 positions

#11PGGM InvestmentsActive

Notable overlap · 4 shared positions

$TMO $LIN $ABT $NEE

$4.1B

59 positions

#12Baker Chad RActive

Notable overlap · 4 shared positions

$ROK $CARR $NSC $ABT

$620M

51 positions

#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TMO $NEE $LIN $PEP $ECL $VZ

$499M

73 positions

#14McCollum Christoferson Group LLCPassive

Notable overlap · 5 shared positions

$NEE $ECL $LIN $CHD $PEP

$341M

80 positions

#15Strategic Wealth Investment Group, LLCPassive

Notable overlap · 5 shared positions

$TMO $NEE $LIN $PEP $ETN

$825M

104 positions

#16Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

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

$449M

45 positions

#17Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$ITW $PEP $ABT $LIN $TMO $DIS

$562M

84 positions

#18Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$ITW $NEE $LIN $PEP $OTIS

$473M

58 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LIN $NEE $ETN $ABT $TMO $PEP

$8.0B

1,334 positions

#20MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$ECL $ITW $ETN $TMO $RSG $PEP

$1.3B

81 positions

#21WealthBridge Investment Counsel Inc.Active

Notable overlap · 7 shared positions

$LHX $TMO $ABT $ETN $VZ $COP

$375M

44 positions

#22Aureus Asset Management, LLCPassive

Notable overlap · 4 shared positions

$NEE $TMO $LIN $ABT

$1.6B

239 positions

#23Night Squared LPPassive

Notable overlap · 5 shared positions

$ECL $CHD $CARR $ETN $RSG

$930M

69 positions

#24VILLERE ST DENIS J & CO LLCPassive

Notable overlap · 6 shared positions

$MCHP $PEP $ABT $MDLZ $RSG $VZ

$838M

85 positions

#25FLOSSBACH VON STORCH SEActive

Notable overlap · 4 shared positions

$TMO $ABT $LIN $PEP

$22.1B

106 positions

Compare M. Kraus’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 M. Kraus’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.