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Hedge Funds Similar to St. Johns Investment Company,

13F Portfolio OverlapQ1 2026St. Johns Investment Company, portfolio →
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Most similar hedge funds by 13F overlap

St. Johns Investment Management Company, LLC is an institutional investor managing $238M across 193 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. Johns Investment Company, are Rayburn West Financial Services, LETSON INVESTMENT ,, Catherine Avery Investment, with shared positions in $AXP, $BAC, $MCD, $AMGN, $KO, $DE. The full ranking of 25 similar funds is below.

#1Rayburn West Financial Services LLCPassive
Some overlap · 7 shared positions
$AXP$BAC$MCD$AMGN$KO$DE
$170M
82 positions
#2LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$AXP$BAC$MCD$AMGN$SYK$NOC
$260M
101 positions
#3Catherine Avery Investment Management LLCPassive
Some overlap · 7 shared positions
$BAC$MCD$AMGN$TFC$KO$NEE
$223M
109 positions
#4Rachor Investment Advisory Services, LLCActive
Some overlap · 7 shared positions
$BAC$CMI$AXP$GLW$AMD$NEE
$190M
464 positions
#5Wynn Capital, LLCPassive
Some overlap · 6 shared positions
$AXP$BAC$AMGN$KO$CMI$MCD
$195M
107 positions
#6INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 7 shared positions
$AXP$MCD$SYK$KO$BAC$AMGN
$314M
130 positions
#7Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$BAC$CMI$AMGN$GLW$KO$DE
$231M
98 positions
#8JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$BAC$MCD$AMGN$GLW$KO$AMD
$822M
214 positions
#9UNITED BANKActive
Some overlap · 7 shared positions
$CMI$MCD$AMGN$GLW$SYK$GD
$781M
121 positions
#10BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$AXP$BAC$MDY$SYK$NOC
$638M
166 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$BAC$CMI$AMGN$GLW$DE$NEE
$215M
125 positions
#12Piscataqua Savings BankPassive
Some overlap · 5 shared positions
$BAC$AXP$MCD$GLW$SYK
$142M
416 positions
#13Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$MCD$SYK$KO$NOC$NEE
$446M
104 positions
#14CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$BAC$AMGN$GLW$SYK$KO$NEE
$1.3B
118 positions
#15VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$MDY$BAC$AMGN$TFC$DE$GD
$126M
106 positions
#16Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$BAC$MCD$KO$NOC
$230M
108 positions
#17SEARLE & CO.Passive
Some overlap · 5 shared positions
$AXP$BAC$MCD$NOC$NEE
$398M
194 positions
#18ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 6 shared positions
$AXP$MCD$AMGN$KO$AMD$BAC
$155M
150 positions
#19Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$AXP$MCD$AMGN$KO$NOC$NEE
$218M
69 positions
#20Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$BAC$AMGN$SYK$KO$AMD$NEE
$140M
131 positions
#21NS Partners LtdActive
Some overlap · 6 shared positions
$BAC$MCD$SYK$KO$NOC$NEE
$2.2B
71 positions
#22PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$MCD$BAC$AMGN$AXP$KO$NEE
$447M
173 positions
#23NORTH DALLAS BANK & TRUST COPassive
Some overlap · 6 shared positions
$BAC$CMI$MCD$DE$GD$NEE
$148M
109 positions
#24GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$BAC$AMGN$KO$GD
$854M
145 positions
#25WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 5 shared positions
$BAC$AXP$AMGN$KO$NEE
$318M
148 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.