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Hedge Funds Similar to Missouri & Investment

13F Portfolio OverlapQ1 2026Missouri & Investment portfolio →
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Most similar hedge funds by 13F overlap

Missouri Trust & Investment Co is an institutional investor managing $341M across 411 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 Missouri & Investment are ACCOUNT, AKRE, MIDDLETON & /MA, with shared positions in $ORLY, $NEE, $AMT, $BA, $CRM, $PANW. The full ranking of 25 similar funds is below.

#1ACCOUNT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ORLY$NEE$AMT$BA
$91M
23 positions
#2AKRE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$ORLY$CRM$AMT
$6.1B
20 positions
#3MIDDLETON & CO INC/MAActive
Some overlap · 5 shared positions
$ORLY$PANW$NEE$CRM$AMT
$877M
164 positions
#4Blue Zone Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ORLY$BA$NEE$UNH$CRM$BABA
$491M
130 positions
#5Quintet Private Bank (Europe) S.A.Active
Some overlap · 7 shared positions
$PANW$NEE$UNH$AMT$PFE$BABA
$1.5B
187 positions
#6Hillman Capital Management, Inc.Passive
Some overlap · 7 shared positions
$BA$CVS$UNH$CRM$BIIB$PFE
$144M
56 positions
#7Vantage Investment Partners, LLCActive
Some overlap · 4 shared positions
$ORLY$NEE$UNH$AMT
$1.4B
64 positions
#8Norway Savings BankPassive
Some overlap · 5 shared positions
$PANW$HON$BA$NEE$CRM
$211M
103 positions
#9Eos Management, L.P.Active
Some overlap · 3 shared positions
$ORLY$UNH$BABA
$233M
41 positions
#10WELCH & FORBES LLCActive
Some overlap · 3 shared positions
$ORLY$NEE$CB
$7.7B
368 positions
#11Farmers National BankPassive
Some overlap · 5 shared positions
$FLEX$HON$NEE$CVS$UNH
$453M
185 positions
#12Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$PANW$HON$NEE$UNH$CRM
$175M
134 positions
#13Stamos Capital Partners, L.P.Active
Some overlap · 6 shared positions
$BA$NEE$CVS$UNH$CRM$PFE
$640M
142 positions
#14CORBYN INVESTMENT MANAGEMENT INC/MDPassive
Some overlap · 5 shared positions
$FLEX$Q$NEE$ZBH$CB
$300M
62 positions
#15Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$HON$NEE$CVS$UNH$PFE
$218M
69 positions
#16Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$HON$UNH
$910M
56 positions
#17Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$HON$NEE$CVS$UNH$CRM
$177M
351 positions
#18Elk River Wealth Management, LLCActive
Some overlap · 3 shared positions
$ORLY$PANW$HON
$602M
99 positions
#19CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$PANW$NEE$CRM$AMT$PFE
$180M
58 positions
#20Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$PANW$NEE$CRM$BIIB$UNH
$13.2B
70 positions
#21Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$HON$BA$UNH$AMT$PFE
$151M
135 positions
#22Volterra Technologies LPPassive
Some overlap · 5 shared positions
$PANW$UNH$NEE$CRM$ORLY
$823M
301 positions
#23Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$HON$NEE$UNH$AMT$PFE
$170M
48 positions
#24FARMERS TRUST COPassive
Some overlap · 5 shared positions
$HON$NEE$CVS$BIIB$CB
$637M
203 positions
#25DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$PANW$BA$UNH$CRM$CB
$117M
106 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.