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Hedge Funds Similar to BAXTER BROS

13F Portfolio OverlapQ2 2026BAXTER BROS portfolio →
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Most similar hedge funds by 13F overlap

BAXTER BROS INC is an institutional investor managing $864M across 172 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 BAXTER BROS are Stokes Advisors, LETSON INVESTMENT, PRING TURNER GROUP, with shared positions in $AXP, $MS, $QCOM, $UNP, $ADP, $TXN. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Notable overlap · 8 shared positions
$AXP$MS$QCOM$UNP$ADP$TXN
$467M
118 positions
#2LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$AXP$UNP$ADP$PAYX$INTU$CB
$273M
104 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 5 shared positions
$AXP$UNP$SCHW$WFC$TXN
$175M
73 positions
#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$UNP$SCHW$INTU$MS$TMO$TXN
$499M
73 positions
#5Adalta Capital Management LLCPassive
Notable overlap · 5 shared positions
$AXP$UNP$QCOM$BX$MKL
$228M
103 positions
#6Galvin, Gaustad & Stein, LLCPassive
Notable overlap · 5 shared positions
$UNP$AXP$QCOM$WFC$UBER
$1.4B
262 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 5 shared positions
$UNP$MS$SCHW$PAYX$CB
$383M
74 positions
#8Shelter Mutual Insurance CoActive
Notable overlap · 4 shared positions
$AXP$UNP$QCOM$MKL
$473M
58 positions
#9Kearns & Associates LLCSmart money
Notable overlap · 6 shared positions
$AXP$SCHW$TMO$QCOM$MS$WFC
$214M
41 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$MS$QCOM$ADP$TMO$WFC$TXN
$1.2B
106 positions
#11Foyston, Gordon, & Payne IncPassive
Notable overlap · 5 shared positions
$AXP$UNP$QCOM$UBER$HON
$468M
68 positions
#12HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UNP$ADP$SCHW$INTU
$410M
53 positions
#13SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Notable overlap · 6 shared positions
$AXP$UNP$ADP$PAYX$WFC$UBER
$1.5B
160 positions
#14Maj Invest Holding A/SActive
Notable overlap · 5 shared positions
$AXP$UNP$QCOM$TXN$TMO
$2.2B
40 positions
#15Minot DeBlois Advisors LLCPassive
Notable overlap · 5 shared positions
$AXP$UNP$ADP$BX$CB
$116M
240 positions
#16Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$UNP$QCOM$TXN$WFC$ADP$SHW
$108M
52 positions
#17Dundas Partners LLPActive
Notable overlap · 5 shared positions
$AXP$ADP$TMO$INTU$WRB
$1.4B
31 positions
#18ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 6 shared positions
$AXP$ADP$TMO$TXN$CB$HON
$1.9B
88 positions
#19CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$UNP$AXP$TXN$CB$UBER$HON
$2.3B
150 positions
#20BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$AXP$UNP$SCHW$TXN$BX
$4.1B
151 positions
#21ROCKLAND TRUST COPassive
Some overlap · 6 shared positions
$UNP$SCHW$TMO$INTU$TXN$MS
$2.5B
317 positions
#22Aureus Asset Management, LLCPassive
Some overlap · 6 shared positions
$AXP$SCHW$TMO$TXN$BX$MS
$1.6B
239 positions
#23BECK MACK & OLIVER LLCActive
Some overlap · 6 shared positions
$AXP$SCHW$QCOM$BX$UNP$MKL
$5.1B
201 positions
#24Douglas Lane & Associates, LLCActive
Some overlap · 5 shared positions
$QCOM$MS$AXP$TMO$BX
$7.4B
250 positions
#25Dempze Nancy EPassive
Some overlap · 6 shared positions
$AXP$ADP$SCHW$MS$UBER$CB
$209M
91 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.