What hedge funds are most similar to BEESE FULMER INVESTMENT MANAGEMENT, INC.?

The funds with the most similar 13F portfolios to BEESE FULMER INVESTMENT MANAGEMENT, INC. are NICHOLAS COMPANY,, Robbins Farley, Blue Chip Partners,, based on overlapping conviction holdings in the latest SEC filings.

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 BEESE FULMER INVESTMENT ,

13F Portfolio OverlapQ1 2026BEESE FULMER INVESTMENT , portfolio →

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Most similar hedge funds by 13F overlap

BEESE FULMER INVESTMENT MANAGEMENT, INC. is an institutional investor managing $1.6B across 435 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 BEESE FULMER INVESTMENT , are NICHOLAS COMPANY,, Robbins Farley, Blue Chip Partners,, with shared positions in $ORLY, $TJX, $ETN, $MCD, $KLAC, $ICE. The full ranking of 25 similar funds is below.

#1NICHOLAS COMPANY, INC.Active

Notable overlap · 8 shared positions

$ORLY $TJX $ETN $MCD $KLAC $ICE

$5.1B

203 positions

#2Robbins FarleyPassive

Notable overlap · 8 shared positions

$DELL $TJX $ANET $ETN $IBM $BSX

$226M

143 positions

#3Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$TJX $ORLY $KLAC $PM $ETN $ICE

$1.4B

170 positions

#4FORBES J M & CO LLPActive

Notable overlap · 9 shared positions

$TJX $ETN $ICE $LIN $IBM $ANET

$1.2B

150 positions

#5HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$TJX $COP $PM $MCD $ICE $KO

$1.5B

477 positions

#6Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $CB $MCD $LIN $SYK $IBM

$446M

104 positions

#7Banque Transatlantique SAActive

Notable overlap · 9 shared positions

$KLAC $ORLY $ETN $LIN $SYK $BSX

$4.2B

442 positions

#8RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$TJX $COP $CB $ETN $MCD $BSX

$3.7B

111 positions

#9PICTET BANK & TRUST LtdActive

Notable overlap · 7 shared positions

$ORLY $PM $ETN $MCD $LIN $SYK

$76M

33 positions

#10Kepler Cheuvreux (Suisse) SAPassive

Notable overlap · 7 shared positions

$TJX $KLAC $DELL $LIN $IBM $MU

$1.5B

171 positions

#1144 WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$PM $ICE $MCD $IBM $KLAC $KO

$286M

183 positions

#12Meiji Yasuda America IncActive

Notable overlap · 7 shared positions

$COP $CB $PM $MU $ORLY $TJX

$404M

57 positions

#13Evelyn Partners Investment Management Services LtdPassive

Some overlap · 8 shared positions

$CB $ANET $MCD $SYK $DIS $KO

$850M

281 positions

#14GREAT LAKES ADVISORS, LLCPassive

Some overlap · 7 shared positions

$TJX $COP $MU $ICE $LIN $BSX

$12.1B

792 positions

#15Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 8 shared positions

$PM $TJX $SYK $LIN $ETN $CB

$296M

146 positions

#16NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$CB $ANET $ETN $MCD $IBM $KO

$367M

141 positions

#17Sawyer & Company, IncPassive

Some overlap · 6 shared positions

$TJX $COP $MU $ANET $ETN $DIS

$260M

197 positions

#18Passumpsic Savings Bank

Some overlap · 6 shared positions

$TJX $CMI $MU $ANET $BSX $DIS

$183M

90 positions

#19VISTA INVESTMENT PARTNERS LLCPassive

Some overlap · 5 shared positions

$ORLY $KLAC $TJX $DELL $CB

$378M

169 positions

#20McLaughlin Asset Management, Inc.Passive

Some overlap · 6 shared positions

$TJX $KLAC $ANET $LIN $BSX $KO

$105M

91 positions

#21Invera Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $CMI $ETN $ICE $CB $UNP

$156M

98 positions

#22Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$DELL $TJX $COP $ETN $KO

$163M

52 positions

#23EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 6 shared positions

$KLAC $CMI $CB $MU $ETN $DIS

$688M

158 positions

#24Pictet & Cie (Europe) SAActive

Some overlap · 7 shared positions

$ETN $ORLY $PM $LIN $SYK $MCD

$4.7B

207 positions

#25ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 7 shared positions

$TJX $COP $MCD $SYK $IBM $KO

$228M

90 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.