How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Tevis Investment

13F Portfolio OverlapQ1 2026Tevis Investment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Tevis Investment Management is an institutional investor managing $176M across 99 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 Tevis Investment are St. James Investment Company,, Saratoga Research & Investment, MORGAN DEMPSEY, with shared positions in $UL, $MDT, $FNV, $L, $HON, $EOG. The full ranking of 25 similar funds is below.

#1St. James Investment Company, LLCSmart money

Notable overlap · 10 shared positions

$UL $MDT $FNV $L $HON $EOG

$638M

22 positions

#2Saratoga Research & Investment ManagementActive

Notable overlap · 9 shared positions

$UL $MDT $HON $NVO $ASML $DIS

$1.8B

46 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$MDT $OKE $VZ $PM $KO $SBUX

$220M

148 positions

#4Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$MDT $HON $OKE $DIS $VZ $SBUX

$151M

135 positions

#5CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$MDT $HON $ASML $VZ $KO $NVO

$1.4B

80 positions

#6KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$MDT $FNV $AEM $UL $PM $EOG

$181M

93 positions

#7Elevate Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$FNV $L $ASML $KO $TRV $PM

$155M

72 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$MDT $HON $VZ $PM $KO $SBUX

$480M

133 positions

#9Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$MDT $UL $PM $GD $C $TRV

$9.8B

213 positions

#10Stockman Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$HON $ASML $MDT $VZ $SBUX $LEN

$906M

178 positions

#11MANAGED ASSET PORTFOLIOS, LLCActive

Some overlap · 4 shared positions

$MDT $UL $HON $VZ

$834M

51 positions

#12ACR Alpine Capital Research, LLCSmart money

Some overlap · 7 shared positions

$VOD $ARW $LEN $C $FDX $THO

$6.7B

36 positions

#13OPPENHEIMER ASSET MANAGEMENT INC.Passive

Some overlap · 10 shared positions

$VOD $C $ARW $FDX $THO $MGA

$8.8B

1,113 positions

#14EQUITY INVESTMENT CORPActive

Some overlap · 4 shared positions

$MDT $UL $VZ $TRV

$5.1B

71 positions

#15Farmers National BankPassive

Some overlap · 6 shared positions

$HON $DIS $KO $MDT $SBUX $GD

$453M

185 positions

#16CLARK ESTATES INC/NYActive

Some overlap · 3 shared positions

$UL $MDT $DIS

$416M

97 positions

#17First Eagle Investment Management, LLCActive

Some overlap · 5 shared positions

$FNV $AEM $OKE $PM $MDT

$75.6B

425 positions

#18WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 6 shared positions

$HON $EOG $ASML $DIS $GD $KO

$2.1B

122 positions

#19Te Ahumairangi Investment Management LtdActive

Some overlap · 6 shared positions

$MDT $VZ $DIS $AEM $C $TRV

$597M

86 positions

#20Round Hill Asset ManagementPassive

Some overlap · 4 shared positions

$MDT $NVO $DIS $C

$153M

62 positions

#21Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$HON $DIS $MDT $GD $SBUX $FDX

$587M

122 positions

#22DAVIDSON INVESTMENT ADVISORSActive

Some overlap · 5 shared positions

$MDT $HON $EOG $C $FDX

$2.0B

120 positions

#23CFC Planning Co LLCPassive

Some overlap · 5 shared positions

$EOG $DIS $VZ $PM $KO

$140M

72 positions

#24Burkett Asset Management LtdPassive

Some overlap · 5 shared positions

$FNV $NVO $ASML $UL $GD

$101M

61 positions

#25KEATING INVESTMENT COUNSELORS INCActive

Some overlap · 5 shared positions

$UL $VOD $AEM $VZ $PM

$404M

59 positions

Compare Tevis Investment’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 Tevis Investment’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.