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Hedge Funds Similar to HUTNER

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

HUTNER CAPITAL MANAGEMENT INC is an institutional investor managing $252M across 43 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 HUTNER are RBO, Kennon-Green & Company, Graver, with shared positions in $PM, $MCD, $PEP, $ABT, $VRSK, $MO. The full ranking of 25 similar funds is below.

#1RBO & CO LLCActive
Notable overlap · 7 shared positions
$PM$MCD$PEP$ABT$VRSK$MO
$628M
56 positions
#2Kennon-Green & Company, LLCActive
Notable overlap · 7 shared positions
$PM$PEP$MO$MCD$GPC$HSY
$131M
42 positions
#3Graver Capital Management, LLCSmart money
Notable overlap · 5 shared positions
$PM$PEP$MO$MCD$YUM
$140M
26 positions
#4GQG Partners LLCActive
Notable overlap · 7 shared positions
$PM$ENB$MO$CB$HSY$PGR
$53.8B
102 positions
#5LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 9 shared positions
$AXP$PEP$MCD$ABT$CB$UNP
$273M
104 positions
#6SIMA Wealth Partners, LLCActive
Notable overlap · 6 shared positions
$PM$MCD$MO$NSC$PEP$YUM
$143M
138 positions
#7Stokes Capital Advisors, LLCPassive
Notable overlap · 9 shared positions
$AXP$MCD$CB$PEP$UNP$ENB
$455M
118 positions
#8Vigil Wealth Management, LLCActive
Notable overlap · 4 shared positions
$PM$MO$ENB$PEP
$140M
81 positions
#9Coston, McIsaac & PartnersPassive
Notable overlap · 5 shared positions
$PM$MO$MCD$PEP$HSY
$497M
948 positions
#10R.H. Investment Group, LLCActive
Notable overlap · 7 shared positions
$PM$MCD$EPD$UNP$WFC$DEO
$133M
47 positions
#11Holland Advisory Services, Inc.Active
Notable overlap · 3 shared positions
$PM$MCD$MO
$96M
50 positions
#12TrueMark Investments, LLCPassive
Notable overlap · 8 shared positions
$PM$ENB$PEP$MO$UNP$ABT
$798M
187 positions
#13COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$MCD$PEP$MO$UNP$PM$WFC
$166M
90 positions
#14Investmark Advisory Group LLCPassive
Notable overlap · 3 shared positions
$PM$MO$PEP
$263M
148 positions
#15SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 10 shared positions
$ENB$PM$EPD$ABT$PEP$O
$298M
133 positions
#16Minot DeBlois Advisors LLCPassive
Notable overlap · 7 shared positions
$AXP$ADI$CB$PEP$ABT$UNP
$116M
240 positions
#17Windle Wealth, LLCActive
Notable overlap · 4 shared positions
$MO$MCD$PEP$O
$249M
35 positions
#18Miramar Capital, LLCPassive
Notable overlap · 6 shared positions
$PEP$MCD$ABT$UNP$HSY$OKE
$455M
57 positions
#19Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 4 shared positions
$MCD$PM$PEP$ABT
$513M
70 positions
#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 7 shared positions
$PEP$MCD$CB$O$ADI$HSY
$203M
58 positions
#21Sterling Wealth Management, Inc.Active
Notable overlap · 6 shared positions
$MCD$AXP$PEP$CB$YUM$SHW
$388M
115 positions
#22FAYEZ SAROFIM & COActive
Notable overlap · 7 shared positions
$PM$MCD$EPD$CB$ABT$MO
$42.5B
300 positions
#23America First Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$FNV$ENB$ABT$VRSK$HSY
$539M
45 positions
#24BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$MO$PM$CB$MCD$AXP$HSY
$504M
136 positions
#25CFC Planning Co LLCPassive
Notable overlap · 4 shared positions
$PM$MO$AXP$UPS
$171M
71 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.