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Hedge Funds Similar to SITTNER & NELSON,

13F Portfolio OverlapQ1 2026SITTNER & NELSON, portfolio →
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Most similar hedge funds by 13F overlap

SITTNER & NELSON, LLC is an institutional investor managing $274M across 569 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 SITTNER & NELSON, are Harrington Investments,, Hamrick Investment Counsel,, ABSHER WEALTH ,, with shared positions in $SBUX, $SYK, $AMGN, $EMR, $ASML, $GILD. The full ranking of 25 similar funds is below.

#1Harrington Investments, INCPassive
Some overlap · 6 shared positions
$SBUX$SYK$AMGN$EMR$ASML$GILD
$190M
84 positions
#2Hamrick Investment Counsel, llcPassive
Some overlap · 6 shared positions
$SBUX$SYK$AMGN$WY$USB$PFE
$180M
359 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SBUX$FAST$AMGN$EMR$NKE
$853M
70 positions
#4Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$SYK$SBUX$EMR$LIN$ASML$NKE
$506M
79 positions
#5Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$SBUX$AMGN$SYK$EMR$NKE
$136M
114 positions
#6Long Road Investment Counsel, LLCActive
Some overlap · 4 shared positions
$SBUX$SYK$FAST$GILD
$255M
78 positions
#7Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$SBUX$SYK$ZBRA$FAST
$958M
80 positions
#8Columbia Asset ManagementActive
Some overlap · 6 shared positions
$SBUX$AMGN$SYK$NKE$BRZE$PFE
$525M
170 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$SBUX$AMGN$BMY$USB$WFC$GILD
$1.4B
56 positions
#10STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$SYK$SBUX$NVS$EMR$PFE$BMY
$220M
80 positions
#11SUMMITRY LLCPassive
Some overlap · 5 shared positions
$SBUX$ZBRA$WFC$EMR$USB
$2.3B
266 positions
#12GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$SYK$FAST$AMGN$NVS
$1.1B
389 positions
#13ROBERTS GLORE & CO INC /IL/Passive
Some overlap · 6 shared positions
$SYK$LIN$ASML$AMGN$SBUX$NVS
$364M
216 positions
#14MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$SBUX$AMGN$NKE$USB$WFC
$1.1B
105 positions
#15Terra Alpha Investments LLC
Some overlap · 4 shared positions
$SBUX$SYK$EW$NKE
$98M
32 positions
#16Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$SYK$AMGN$LIN$WFC$PFE
$974M
782 positions
#17FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ZBRA$FAST
$4.5B
92 positions
#18SECTORAL ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$SYK$AMGN$EW$BMY$GILD
$121M
77 positions
#19DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SYK$SBUX$AMGN$EW
$117M
106 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SBUX$AMGN$EMR$LIN
$353M
78 positions
#21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$SYK$SBUX$LIN$USB$WFC
$1.3B
158 positions
#22CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SYK$SBUX$EMR$WFC
$1.2B
103 positions
#23Saturna Capital CORPActive
Some overlap · 5 shared positions
$SYK$LIN$ASML$TRMB$NVS
$7.1B
148 positions
#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$FAST$SYK$LIN$USB$GILD
$6.4B
290 positions
#25EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 4 shared positions
$SYK$AMGN$FAST$EMR
$201M
140 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.