13F Pro

Hedge Funds Similar to GHE,

13F Portfolio OverlapQ1 2026GHE, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GHE, LLC is an institutional investor managing $241M across 54 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 GHE, are SCHAPER BENZ & WISE INVESTMENT COUNSEL /WI, LETSON INVESTMENT ,, INKWELL, with shared positions in $AXP, $ADBE, $ADP, $SBUX, $PAYX, $TROW. The full ranking of 25 similar funds is below.

#1SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 8 shared positions
$AXP$ADBE$ADP$SBUX$PAYX$TROW
$1.3B
158 positions
#2LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 7 shared positions
$AXP$MCD$ADP$CB$PAYX$CL
$260M
101 positions
#3INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$MCO$AXP$PGR$SBUX
$98M
31 positions
#4GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$MPC$AXP$LOW$PYPL
$854M
145 positions
#5INVESTMENT HOUSE LLCPassive
Some overlap · 7 shared positions
$AXP$ADBE$LOW$ADP$PGR$PAYX
$1.9B
223 positions
#6SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$MCO$ADBE$ADP$CB$PYPL
$2.7B
468 positions
#7Somerset Trust CoPassive
Some overlap · 6 shared positions
$LOW$MCD$ADP$CB$PAYX$ABT
$326M
174 positions
#8Lafayette Investments, Inc.Active
Some overlap · 6 shared positions
$LOW$PGR$SBUX$PAYX$ADBE$TROW
$494M
158 positions
#9Long Corridor Asset Management LtdActive
Some overlap · 3 shared positions
$MCO$AXP$ADBE
$411M
38 positions
#10Nutshell Asset Management LtdActive
Some overlap · 5 shared positions
$ADBE$ANET$ADP$MSCI$MCO
$184M
35 positions
#11BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$LOW$MCD$ADP$SBUX$CB$ABT
$321M
110 positions
#12DCM Advisors, LLCActive
Some overlap · 3 shared positions
$MPC$AXP$MCD
$220M
38 positions
#13CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$AXP$MCO$PGR$TROW
$4.3B
280 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AXP$LOW$MCD$SBUX
$272M
95 positions
#15Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$MCO$AXP$PGR
$109M
18 positions
#16William Allan CorpPassive
Some overlap · 7 shared positions
$SBUX$ADP$DHI$AXP$MCO$PAYX
$169M
59 positions
#17Distillate Capital Partners LLCPassive
Some overlap · 6 shared positions
$ADBE$MPC$ADP$DHI$ABT$PYPL
$1.9B
118 positions
#18SUMMITRY LLCPassive
Some overlap · 5 shared positions
$LOW$MCO$SBUX$ULTA$MCD
$2.3B
266 positions
#19FAYEZ SAROFIM & COActive
Some overlap · 7 shared positions
$MCD$PGR$CB$MAR$ADP$TROW
$39.1B
294 positions
#20Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 6 shared positions
$AXP$LOW$ADP$MCD$PAYX$SYY
$172M
129 positions
#21Taylor Hoffman Capital Management LLCPassive
Some overlap · 6 shared positions
$ANET$MCO$ADBE$PAYX$TROW$EBAY
$325M
116 positions
#22Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$AXP$MCD$ADP$PGR$ABT$SYY
$583M
140 positions
#23KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$LOW$MCD$ADP$CB$ABT
$1.4B
221 positions
#24Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AXP$ADBE$LOW
$695M
159 positions
#25Lincoln Capital LLCActive
Some overlap · 6 shared positions
$MCD$SBUX$AXP$MCO$MAR$CB
$528M
135 positions

Compare GHE,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View GHE,’s holdings

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.