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 Clark & Stuart,

13F Portfolio OverlapQ1 2026Clark & Stuart, portfolio →

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Most similar hedge funds by 13F overlap

Clark & Stuart, Inc is an institutional investor managing $159M across 57 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 Clark & Stuart, are MCDANIEL TERRY &, WILKINS INVESTMENT COUNSEL, Long Road Investment Counsel,, with shared positions in $NDSN, $ADP, $SYK, $APD, $KO, $ITW. The full ranking of 25 similar funds is below.

#1MCDANIEL TERRY & COActive

Notable overlap · 9 shared positions

$NDSN $ADP $SYK $APD $KO $ITW

$1.2B

81 positions

#2WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 9 shared positions

$MMM $ADP $UPS $SLB $SYY $FAST

$698M

119 positions

#3Long Road Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$FAST $ADP $SYK $APD $ITW $GE

$255M

78 positions

#4NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$ADP $FAST $APD $SYK $KO $MDT

$1.5B

105 positions

#5MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 11 shared positions

$ADP $SYK $MMM $KO $ABT $EMR

$409M

127 positions

#6PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$ADP $SYK $NDSN $SYY $ABT $EMR

$196M

53 positions

#7ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$ADP $FAST $ABT $EMR $SBUX $HSY

$853M

70 positions

#8Drexel Morgan & Co.Active

Notable overlap · 7 shared positions

$UPS $SLB $KO $EMR $ABT $MMM

$682M

60 positions

#9Holowesko Partners Ltd.Active

Notable overlap · 3 shared positions

$SJM $KMB $SLB

$357M

31 positions

#10Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 9 shared positions

$ADP $SYK $KO $ITW $ABT $EMR

$506M

79 positions

#11BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

$FAST $APD $ADP $KO $HSY $ITW

$222M

34 positions

#12GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$SLB $FAST $SYK $UPS $KO $MDT

$1.1B

389 positions

#13ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$NDSN $RPM $ADP $SYK $APD $INTC

$1.7B

86 positions

#14R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$ADP $ADBE $KO $HSY $KMB $UPS

$124M

40 positions

#15SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 10 shared positions

$SYK $SYY $ADP $ADBE $ABT $SLB

$1.3B

158 positions

#16COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$FAST $ADP $SYK $ITW

$1.7B

87 positions

#17Monte Financial Group, LLCPassive

Notable overlap · 7 shared positions

$ADP $UPS $APD $HSY $ABT $MDT

$282M

100 positions

#18Rayburn West Financial Services LLCPassive

Notable overlap · 5 shared positions

$SYY $UPS $ABT $KO $HSY

$170M

82 positions

#19HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$SYK $ADP $APD $KO $ABT $HSY

$184M

101 positions

#20Allied Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$MMM $SYY $KMB $GPC $ABT $EMR

$697M

100 positions

#21Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$KMB $ADP $APD $ABT

$199M

40 positions

#22Interval Partners, LPPassive

Notable overlap · 5 shared positions

$SYY $MMM $RPM $GPC $GWW

$3.8B

262 positions

#23SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$APD $ADP $KMB $GWW $MDT

$198M

49 positions

#24Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$SYY $KMB $GPC $KO $ABT $EMR

$245M

83 positions

#25Sicart Associates LLCActive

Notable overlap · 6 shared positions

$SLB $ADBE $SYY $KO $MDT $SBUX

$389M

74 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.