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Hedge Funds Similar to McCollum Christoferson Group

13F Portfolio OverlapQ1 2026McCollum Christoferson Group portfolio →
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Most similar hedge funds by 13F overlap

McCollum Christoferson Group LLC is an institutional investor managing $341M across 80 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 McCollum Christoferson Group are M. Kraus &, MAR VISTA INVESTMENT PARTNERS, Bath Savings, with shared positions in $ECL, $NEE, $LIN, $ABT, $CHD, $ADI. The full ranking of 25 similar funds is below.

#1M. Kraus & CoActive
Notable overlap · 5 shared positions
$ECL$NEE$LIN$ABT$CHD
$343M
81 positions
#2MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 5 shared positions
$LIN$ADI$DHR$AMT$ECL
$1000M
35 positions
#3Bath Savings Trust CoActive
Notable overlap · 7 shared positions
$NEE$ECL$ABT$BR$DHR$CHD
$936M
168 positions
#4Tribune Investment Group LPActive
Notable overlap · 3 shared positions
$ECL$LIN$ADI
$261M
30 positions
#5DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$ECL$ADI$DHR$FAST
$611M
37 positions
#6Hemenway Trust Co LLCActive
Notable overlap · 6 shared positions
$ADI$DHR$ABT$NEE$CP$ATR
$1.2B
135 positions
#7Elefante Mark BPassive
Notable overlap · 5 shared positions
$ADI$DHR$ABT$NEE$ATR
$182M
58 positions
#8Notis-McConarty EdwardActive
Notable overlap · 6 shared positions
$ADI$ABT$DHR$NEE$CP$ATR
$219M
68 positions
#9SOMERVILLE KURT FPassive
Notable overlap · 5 shared positions
$ADI$DHR$ABT$NEE$ATR
$379M
91 positions
#10Delaney Dennis RPassive
Notable overlap · 5 shared positions
$ADI$DHR$ABT$NEE$ATR
$282M
60 positions
#11Paradiem, LLCPassive
Notable overlap · 6 shared positions
$ADI$NEE$ABT$CHD$FAST$CL
$454M
70 positions
#12Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$LIN$ADI$DHR
$2.6B
23 positions
#13Mirova US LLCActive
Notable overlap · 5 shared positions
$ECL$NEE$DHR$CP$CL
$8.8B
42 positions
#14Dempze Nancy EPassive
Notable overlap · 5 shared positions
$ADI$DHR$ABT$NEE$ATR
$182M
92 positions
#15Broderick Brian CActive
Notable overlap · 5 shared positions
$ADI$DHR$ABT$NEE$ATR
$542M
95 positions
#16Aureus Asset Management, LLCPassive
Notable overlap · 4 shared positions
$LIN$NEE$ABT$STE
$1.5B
225 positions
#17Ayrshire Capital Management LLCPassive
Notable overlap · 3 shared positions
$LIN$ECL$DHR
$193M
50 positions
#18Phraction Management LLCActive
Notable overlap · 3 shared positions
$ADI$LIN$DHR
$483M
65 positions
#19PUZO MICHAEL JPassive
Notable overlap · 5 shared positions
$ADI$DHR$ABT$ATR$NEE
$343M
67 positions
#20RIVERBRIDGE PARTNERS LLCActive
Notable overlap · 6 shared positions
$ADI$WST$TYL$DHR$LIN$FAST
$4.1B
192 positions
#21Somerset Trust CoPassive
Notable overlap · 4 shared positions
$ADI$NEE$LIN$ABT
$326M
174 positions
#22ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$ADI$MTB$ABT$FAST
$853M
70 positions
#23Baker Chad RActive
Notable overlap · 5 shared positions
$ADI$DHR$ABT$CL$ATR
$530M
56 positions
#24LOCUST WOOD CAPITAL ADVISERS, LLCActive
Notable overlap · 4 shared positions
$LIN$ABT$STE$CP
$3.9B
31 positions
#25HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$NEE$DHR$STE$TSCO
$407M
49 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.