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Hedge Funds Similar to SEARLE &

13F Portfolio OverlapQ1 2026SEARLE & portfolio →
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Most similar hedge funds by 13F overlap

SEARLE & CO. is an institutional investor managing $398M across 194 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 SEARLE & are LETSON INVESTMENT ,, SEAVIEW INVESTMENT MANAGERS, Pavion Blue ,, with shared positions in $AXP, $BAC, $MCD, $NOC, $PM, $ADP. The full ranking of 25 similar funds is below.

#1LETSON INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 6 shared positions
$AXP$BAC$MCD$NOC$PM$ADP
$260M
101 positions
#2SEAVIEW INVESTMENT MANAGERS LLCPassive
Notable overlap · 4 shared positions
$BAC$AXP$NUE$IBM
$277M
73 positions
#3Pavion Blue Capital, LLCPassive
Notable overlap · 6 shared positions
$AXP$BAC$YUM$MCD$IBM$NOC
$230M
108 positions
#4DCM Advisors, LLCActive
Notable overlap · 4 shared positions
$AXP$BAC$PM$MCD
$220M
38 positions
#5Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$AXP$IBM$MCD$HON$NOC$NEE
$446M
104 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Notable overlap · 5 shared positions
$BAC$NUE$MCD$HON$BMY
$2.3B
264 positions
#7Rayburn West Financial Services LLCPassive
Notable overlap · 4 shared positions
$AXP$BAC$IBM$MCD
$170M
82 positions
#8OmniStar Financial Group, Inc.Passive
Notable overlap · 6 shared positions
$BAC$HON$IBM$BMY$PM$ROK
$193M
108 positions
#9Kinloch Capital, LLCPassive
Notable overlap · 5 shared positions
$PM$IBM$MCD$NUE$NEE
$245M
83 positions
#10Sky Investment Group LLCPassive
Notable overlap · 5 shared positions
$AXP$PM$MCD$HON$ADP
$583M
140 positions
#11Compagnie Lombard Odier SCmAActive
Notable overlap · 7 shared positions
$PANW$BAC$MCD$AZN$NEE$ETN
$8.1B
454 positions
#12Estabrook Capital ManagementPassive
Notable overlap · 6 shared positions
$BAC$IBM$HON$ETN$NOC$NEE
$685M
380 positions
#13Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$BAC$IBM$MCD$BMY$NEE
$223M
109 positions
#14MCDONALD PARTNERS LLCPassive
Some overlap · 7 shared positions
$IBM$BMY$HON$ETN$BAC$YUM
$424M
208 positions
#15LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$AXP$MCD$PANW$IBM$BAC$NEE
$677M
182 positions
#16RE ADVISERS CORPActive
Some overlap · 5 shared positions
$BAC$MCD$HON$NOC$ETN
$3.7B
111 positions
#17InvesTrustPassive
Some overlap · 6 shared positions
$MCD$PM$NUE$IBM$BMY$ADP
$238M
91 positions
#18Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$BAC$IBM$HON$MCD$NEE
$1.2B
263 positions
#19Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$IBM$HON$AXP$PM$MCD
$78M
111 positions
#20Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$MCD$HON$AXP$NOC$ETN$NEE
$218M
69 positions
#21Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$BAC$MCD$TRGP$ETN
$267M
33 positions
#22BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$PANW$BAC$AXP$NOC$ETN
$638M
166 positions
#23Quilter PlcActive
Some overlap · 6 shared positions
$PANW$BAC$HON$ROK$NEE$AXP
$5.7B
124 positions
#24CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$AXP$PM$IBM
$140M
72 positions
#25DOVER ADVISORS, LLCPassive
Some overlap · 7 shared positions
$HON$PANW$ETN$AXP$IBM$NEE
$242M
159 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.