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 LETSON INVESTMENT ,

13F Portfolio OverlapQ1 2026LETSON INVESTMENT , portfolio →

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Most similar hedge funds by 13F overlap

LETSON INVESTMENT MANAGEMENT, INC. is an institutional investor managing $260M across 101 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 LETSON INVESTMENT , are Dundas Partners LLP, Boit C F David, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $AXP, $ABT, $SYK, $ACN, $ADP, $INTU. The full ranking of 25 similar funds is below.

#1Dundas Partners LLPActive

Notable overlap · 7 shared positions

$AXP $ABT $SYK $ACN $ADP $INTU

$1.3B

49 positions

#2Boit C F DavidPassive

Notable overlap · 10 shared positions

$MCD $BAC $ADP $SYK $INTU $ABT

$225M

117 positions

#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ABT $ACN $SYK $CARR $CB $ADP

$2.1B

122 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AXP $MCD $SYK $CB $ABT $UNP

$446M

104 positions

#5First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$ABT $ADP $AMGN $MCD $CNI $INTU

$1.2B

70 positions

#6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$SYK $AXP $UNP $PAYX $ADP $ABT

$1.3B

158 positions

#7BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$SYK $ABT $AMGN $CB $ACN $MCD

$321M

110 positions

#8SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$MCD $ACN $AMGN $UNP $ADP $CB

$1.8B

176 positions

#9Borer Denton & Associates, Inc.Active

Notable overlap · 8 shared positions

$ABT $UNP $BAC $MCD $ITW $PAYX

$280M

66 positions

#10Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$ABT $SYK $ADP $INTU $MCD $BDX

$2.0B

83 positions

#11Somerset Trust CoPassive

Notable overlap · 9 shared positions

$MCD $AMGN $CB $ABT $ADP $ITW

$326M

174 positions

#12DAVIS-REA LTD.Passive

Notable overlap · 7 shared positions

$SYK $BAC $MCD $CB $CNI $ABT

$384M

54 positions

#13Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$UNP $ABT $PAYX $INTU $SYK $AMGN

$821M

85 positions

#14ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$AXP $MCD $SYK $ADP $CB

$1.7B

86 positions

#15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$SYK $INTU $ABT $CNI $FISV $ADP

$10.0B

560 positions

#16HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AXP $MCD $ABT $CB $UNP $PM

$243M

44 positions

#17JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ABT $SYK $MCD $EFX $INTU $ADP

$5.1B

84 positions

#18Elefante Mark BPassive

Notable overlap · 6 shared positions

$ABT $AXP $ADP $CNI $CARR $FISV

$182M

58 positions

#19ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$ABT $MCD $ADP $AMGN $INTU $ACN

$853M

70 positions

#20BAXTER BROS INCPassive

Notable overlap · 6 shared positions

$AXP $UNP $ADP $INTU $PAYX $CB

$810M

166 positions

#21COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 8 shared positions

$ABT $ADP $FISV $ITW $OTIS $CL

$537M

47 positions

#22Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$AXP $ABT $MCD $SYK $ITW $PM

$583M

140 positions

#23MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$CB $ABT $ADP $INTU $PAYX $TT

$835M

170 positions

#24Delaney Dennis RPassive

Notable overlap · 6 shared positions

$ABT $ADP $CNI $AXP $FISV $CARR

$282M

60 positions

#25SEARLE & CO.Passive

Notable overlap · 6 shared positions

$AXP $BAC $MCD $NOC $PM $ADP

$398M

194 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.