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Hedge Funds Similar to Tevis Investment

13F Portfolio OverlapQ2 2026Tevis Investment portfolio →
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Most similar hedge funds by 13F overlap

Tevis Investment Management is an institutional investor managing $183M across 104 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 Tevis Investment are St. James Investment Company, Saratoga Research & Investment, Autumn Glory Partners, with shared positions in $UL, $MDT, $L, $FNV, $EOG, $OKE. The full ranking of 25 similar funds is below.

#1St. James Investment Company, LLCActive
Notable overlap · 11 shared positions
$UL$MDT$L$FNV$EOG$OKE
$630M
24 positions
#2Saratoga Research & Investment ManagementActive
Notable overlap · 9 shared positions
$UL$MDT$ASML$NVO$DIS$SBUX
$1.8B
44 positions
#3Autumn Glory Partners, LLCPassive
Notable overlap · 9 shared positions
$UL$ASML$NVO$MDT$DIS$OKE
$360M
191 positions
#4Martin Capital Partners, LLCPassive
Notable overlap · 7 shared positions
$UL$MDT$ASML$NVO$VZ$GD
$279M
73 positions
#5QV Investors Inc.Active
Notable overlap · 8 shared positions
$FNV$EOG$NVO$MGA$UL$THO
$1.4B
71 positions
#6Coston, McIsaac & PartnersPassive
Notable overlap · 6 shared positions
$UL$MDT$PM$VZ$SBUX$PEP
$497M
948 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$MDT$OKE$PM$VZ$SBUX$GD
$233M
122 positions
#8Keystone Financial Planning, Inc.Active
Notable overlap · 5 shared positions
$UL$MDT$PM$VZ$NVO
$404M
39 positions
#9Arlington Partners LLCActive
Notable overlap · 6 shared positions
$NVO$ASML$UL$MDT$PM$SBUX
$65M
3 positions
#10Eldred Rock Partners, LLCActive
Some overlap · 5 shared positions
$UL$ASML$NVO$EMR$PEP
$451M
29 positions
#11KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 6 shared positions
$UL$VOD$VZ$AEM$PM$PEP
$382M
60 positions
#12Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$NVO$MDT$UL$PM$VZ$PEP
$263M
373 positions
#13InvesTrustPassive
Some overlap · 7 shared positions
$DIS$PM$VZ$SBUX$EMR$OKE
$247M
91 positions
#14Burkett Asset Management LtdPassive
Some overlap · 5 shared positions
$ASML$NVO$FNV$UL$GD
$106M
59 positions
#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 6 shared positions
$MDT$UL$PM$FNV$HUBB$AEM
$198M
97 positions
#16Stockman Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$ASML$MDT$VZ$LEN$PEP$THO
$968M
178 positions
#17First Eagle Investment Management, LLCActive
Some overlap · 5 shared positions
$FNV$MDT$OKE$PM$AEM
$59.9B
424 positions
#18Holowesko Partners Ltd.Active
Some overlap · 5 shared positions
$UL$DIS$GD$PEP$ASML
$395M
34 positions
#19Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$MDT$ASML$EMR$GD$PEP
$486M
109 positions
#20CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$ASML$MDT$NVO$VZ$PEP
$1.5B
78 positions
#21CLARK ESTATES INC/NYPassive
Some overlap · 3 shared positions
$UL$MDT$DIS
$434M
90 positions
#22MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$UL$MDT$VZ
$875M
51 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MDT$DIS$OKE$VZ
$160M
124 positions
#24WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$MDT$DIS$VZ$SBUX$FDX
$377M
44 positions
#25Three Bridge Wealth Advisors, LLCActive
Some overlap · 8 shared positions
$NVO$ASML$UL$DIS$MDT$GD
$399M
87 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.