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Hedge Funds Similar to SITTNER & NELSON

13F Portfolio OverlapQ2 2026SITTNER & NELSON portfolio →
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Most similar hedge funds by 13F overlap

SITTNER & NELSON, LLC is an institutional investor managing $318M across 614 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 SITTNER & NELSON are Hamrick Investment Counsel, Alley Investment Company, Harrington Investments, with shared positions in $SBUX, $SYK, $AMGN, $USB, $NKE, $WY. The full ranking of 25 similar funds is below.

#1Hamrick Investment Counsel, llcPassive
Some overlap · 7 shared positions
$SBUX$SYK$AMGN$USB$NKE$WY
$151M
184 positions
#2Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$SBUX$SYK$AMGN$ASML$USB
$856M
89 positions
#3Harrington Investments, INCPassive
Some overlap · 5 shared positions
$SBUX$SYK$AMGN$ASML$EMR
$206M
82 positions
#4Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$SYK$SBUX$ASML$EMR$LIN$NKE
$562M
84 positions
#5DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SBUX$SYK$AMGN$EW
$124M
100 positions
#6Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$SBUX$AMGN$EMR$SYK$NKE
$149M
116 positions
#7ESL Trust Services, LLCSmart money
Some overlap · 7 shared positions
$SYK$EMR$LIN$SBUX$NKE$WFC
$587M
266 positions
#8STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$SYK$SBUX$AMGN$NVS$EMR$PFE
$208M
70 positions
#9ANB BANKPassive
Some overlap · 5 shared positions
$SBUX$SYK$ASML$LIN$EMR
$268M
127 positions
#10Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$SYK$AMGN$SBUX$EMR$WFC
$170M
121 positions
#11ROBERTS GLORE & CO INC /IL/Passive
Some overlap · 6 shared positions
$SYK$ASML$LIN$AMGN$SBUX$NVS
$404M
246 positions
#12Long Road Investment Counsel, LLCActive
Some overlap · 3 shared positions
$SBUX$SYK$FAST
$271M
80 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SBUX$AMGN$EMR$LIN
$358M
74 positions
#14Smart Portfolios, LLC
Some overlap · 5 shared positions
$SYK$SBUX$AMGN$USB$NKE
$100M
99 positions
#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SBUX$SYK$EMR$WFC
$1.3B
99 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$SBUX$AMGN$USB$NKE$WFC
$1.2B
106 positions
#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$ASML$AMGN$EMR$LIN$USB$NVS
$272M
149 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SBUX$AMGN$USB$BMY$WFC$PFE
$1.3B
58 positions
#19Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 5 shared positions
$SBUX$AMGN$FAST$NVS$WFC
$193M
129 positions
#20St. Clair Advisors, LLCSmart money
Some overlap · 6 shared positions
$SYK$SBUX$AMGN$NVS$PFE$NKE
$389M
78 positions
#21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$SYK$SBUX$LIN$USB$WFC
$1.5B
160 positions
#22GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$SYK$FAST$AMGN$NVS
$1.2B
383 positions
#23InvesTrustPassive
Some overlap · 6 shared positions
$SBUX$EMR$USB$BMY$WFC$PFE
$260M
95 positions
#24SUMMITRY LLCPassive
Some overlap · 4 shared positions
$SBUX$AMGN$EMR$WFC
$3.0B
340 positions
#25Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$SYK$AMGN$LIN$WFC$PFE
$1.0B
765 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.