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 OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Clark & Stuart are ABSHER WEALTH, Long Road Investment Counsel, WILKINS INVESTMENT COUNSEL, with shared positions in $ADP, $FAST, $PEP, $ABT, $EMR, $HSY. The full ranking of 25 similar funds is below.

#1ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$ADP $FAST $PEP $ABT $EMR $HSY

$878M

73 positions

#2Long Road Investment Counsel, LLCActive

Notable overlap · 9 shared positions

$ADP $FAST $SYK $PEP $ITW $APD

$271M

80 positions

#3WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 9 shared positions

$MMM $ADP $UPS $PEP $SYY $EMR

$742M

119 positions

#4DMKC Advisory Services, LLCActive

Notable overlap · 9 shared positions

$MMM $SYY $ABT $KMB $PEP $GPC

$530M

92 positions

#5PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$ADP $NDSN $SYY $SYK $PEP $ABT

$209M

54 positions

#6HARVEY INVESTMENT CO LLCActive

Notable overlap · 8 shared positions

$FAST $NDSN $ABT $PEP $MMM $ITW

$918M

99 positions

#7Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$MMM $SYY $KMB $PEP $ABT $GPC

$797M

110 positions

#8MCDANIEL TERRY & COActive

Notable overlap · 9 shared positions

$NDSN $ADP $SYK $EMR $ITW $APD

$1.3B

81 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$ADP $KMB $PEP $APD

$199M

38 positions

#10Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$SJM $PEP $ADP $KMB $SYY $GPC

$274M

79 positions

#11NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$ADP $FAST $PEP $SYK $APD $MDT

$1.6B

109 positions

#12Holowesko Partners Ltd.Active

Notable overlap · 4 shared positions

$KMB $PEP $SJM $SLB

$395M

34 positions

#13COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 6 shared positions

$ADP $PEP $ABT $ITW $SBUX $EMR

$543M

43 positions

#14BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 5 shared positions

$FAST $ADP $ITW $APD $HSY

$235M

33 positions

#15Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 8 shared positions

$ADP $PEP $ABT $SYK $EMR $ITW

$562M

84 positions

#16MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$ADP $MMM $ABT $SYK $SYY $EMR

$436M

130 positions

#17ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$NDSN $RPM $ADP $PEP $SYK $APD

$1.9B

88 positions

#18OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$PEP $SYY $UPS $KMB $GPC $EMR

$2.7B

54 positions

#19PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$PEP $SYY $ADBE $SYK

$836M

93 positions

#20InvesTrustPassive

Notable overlap · 8 shared positions

$ADP $MMM $PEP $EMR $SLB $ITW

$260M

95 positions

#21WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ADP $ABT $SYK $PEP $GWW $ECL

$947M

155 positions

#22SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KMB $ADP $PEP $APD $GWW $MDT

$205M

55 positions

#23Paradiem, LLCPassive

Notable overlap · 5 shared positions

$FAST $ADP $SYK $GPC $ABT

$464M

68 positions

#24P.A.W. CAPITAL CORPPassive

Notable overlap · 6 shared positions

$MMM $UPS $ABT $PEP $ADP $KMB

$133M

66 positions

#25Rayburn West Financial Services LLCPassive

Notable overlap · 4 shared positions

$SYY $UPS $PEP $ABT

$181M

81 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.