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 EVERETT HARRIS

13F Portfolio OverlapQ2 2026EVERETT HARRIS portfolio →

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Most similar hedge funds by 13F overlap

EVERETT HARRIS & CO /CA/ is an institutional investor managing $8.1B across 292 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 EVERETT HARRIS are Saratoga Research & Investment, Minot DeBlois Advisors, DLK Investment, with shared positions in $NVO, $DIS, $SBUX, $UL, $CL, $PEP. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive

Notable overlap · 8 shared positions

$NVO $DIS $SBUX $UL $CL $PEP

$1.8B

46 positions

#2Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

$TJX $ABT $DIS $SBUX $ACN $PEP

$116M

240 positions

#3DLK Investment Management, LLCPassive

Some overlap · 8 shared positions

$ABT $DIS $MCD $BDX $ACN $PEP

$235M

96 positions

#4Destination Wealth ManagementPassive

Some overlap · 7 shared positions

$TJX $DIS $ABT $MCD $CL $VZ

$4.3B

344 positions

#5DIAMANT ASSET MANAGEMENT, INC.Active

Some overlap · 9 shared positions

$TJX $MCD $CL $PEP $PGR $UNP

$147M

81 positions

#6Bath Savings Trust CoActive

Some overlap · 7 shared positions

$TJX $ABT $MCD $CL $PEP $LMT

$965M

177 positions

#7WENDELL DAVID ASSOCIATES INCActive

Some overlap · 6 shared positions

$TJX $ABT $MCD $CL $PEP $ECL

$947M

155 positions

#8SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive

Some overlap · 9 shared positions

$TJX $NVO $ABT $ACN $UL $PEP

$734M

188 positions

#9Osprey Private Wealth LLCPassive

Some overlap · 7 shared positions

$TJX $DIS $MCD $PEP $PGR $VZ

$387M

88 positions

#10Pine Haven Investment Counsel, IncPassive

Some overlap · 8 shared positions

$ABT $TJX $SBUX $CL $PEP $UNP

$149M

116 positions

#11PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$TJX $ABT $DIS $MCD $ACN $PEP

$441M

87 positions

#12BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 8 shared positions

$ABT $MCD $DIS $CL $PEP $LH

$453M

121 positions

#13Focused Investors LLCActive

Some overlap · 6 shared positions

$TJX $DIS $MCD $ACN $PEP $LMT

$3.0B

23 positions

#14Eukles Asset ManagementPassive

Some overlap · 7 shared positions

$TJX $NVO $CL $ACN $PGR $FDS

$242M

228 positions

#15Autumn Glory Partners, LLCPassive

Some overlap · 5 shared positions

$NVO $DIS $SBUX $UL $VZ

$353M

212 positions

#16Tevis Investment ManagementPassive

Some overlap · 6 shared positions

$NVO $DIS $UL $SBUX $PEP $VZ

$183M

104 positions

#17Smart Portfolios, LLC

Some overlap · 7 shared positions

$MCD $SBUX $DIS $CL $ABT $PEP

$100M

99 positions

#18Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 7 shared positions

$ABT $SBUX $DIS $BDX $CL $PEP

$562M

84 positions

#19Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$TJX $MCD $ABT $SBUX $LMT

$297M

103 positions

#20Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$ABT $TJX $MCD $CL $PEP $ECL

$1.1B

204 positions

#21CINCINNATI INSURANCE COActive

Some overlap · 5 shared positions

$TJX $ABT $MCD $ACN $PEP

$6.9B

64 positions

#22AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 7 shared positions

$TJX $DIS $CL $ACN $PEP $UNP

$471M

78 positions

#23Orographic Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$TJX $DIS $SBUX $MCD $VZ

$151M

105 positions

#24LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$ABT $MCD $BDX $ACN $CL $PEP

$273M

104 positions

#25Wilson & Boucher Capital Management, LLC

Some overlap · 6 shared positions

$NVO $ABT $SBUX $PEP $UNP $SCHW

$170M

121 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.