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

The funds with the most similar 13F portfolios to LETSON INVESTMENT MANAGEMENT, INC. are Stokes Advisors, SMITH CHAS P & ASSOCIATES PA CPAS, HUTNER, 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 LETSON INVESTMENT

13F Portfolio OverlapQ2 2026LETSON INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

LETSON INVESTMENT MANAGEMENT, INC. is an institutional investor managing $273M across 104 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 LETSON INVESTMENT are Stokes Advisors, SMITH CHAS P & ASSOCIATES PA CPAS, HUTNER, with shared positions in $AXP, $MCD, $PEP, $CB, $UNP, $SYK. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 10 shared positions

$AXP $MCD $PEP $CB $UNP $SYK

$467M

118 positions

#2SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 8 shared positions

$PEP $MCD $ACN $UNP $AMGN $ADP

$1.8B

176 positions

#3HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 9 shared positions

$AXP $PEP $MCD $ABT $CB $UNP

$252M

43 positions

#4Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$AXP $UNP $ADP $ABT $PEP $CB

$116M

240 positions

#5Willis Investment CounselActive

Notable overlap · 9 shared positions

$PAYX $ADP $ACN $PEP $CB $ABT

$2.1B

125 positions

#6Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$UNP $PEP $TT $AXP $ABT $MCD

$113M

58 positions

#7Dundas Partners LLPActive

Notable overlap · 6 shared positions

$AXP $ABT $SYK $ADP $INTU $EFX

$1.4B

31 positions

#8Boit C F DavidPassive

Notable overlap · 10 shared positions

$MCD $ADP $SYK $CB $PEP $ABT

$238M

85 positions

#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYK $CARR $ABT $ADP $ACN $CB

$2.1B

131 positions

#10ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$AXP $SYK $MCD $ADP $PEP $CB

$1.9B

88 positions

#11ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$ABT $PEP $MCD $ADP $AMGN $INTU

$878M

73 positions

#12HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$ABT $UNP $PEP $SYK $PM $GNRC

$283M

47 positions

#13COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 9 shared positions

$ABT $PEP $ADP $FISV $ITW $OTIS

$543M

43 positions

#14BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$SYK $AMGN $ABT $CB $PEP $ADP

$346M

113 positions

#15Borer Denton & Associates, Inc.Passive

Notable overlap · 8 shared positions

$PEP $ABT $UNP $MCD $ITW $PAYX

$305M

74 positions

#16Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$ABT $PEP $UNP $MCD $PAYX

$455M

57 positions

#17Focused Investors LLCActive

Notable overlap · 5 shared positions

$AXP $PEP $MCD $ACN $NOC

$3.0B

23 positions

#18DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$PEP $ABT $AMGN $MCD $ACN $ITW

$235M

96 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$UNP $PEP $MCD $ADP $AXP $ABT

$321M

107 positions

#20HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$UNP $MCD $AMGN $CB $ITW $ABT

$363M

92 positions

#21Somerset Trust CoPassive

Notable overlap · 9 shared positions

$AMGN $MCD $CB $ADP $ABT $ITW

$354M

186 positions

#22Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$ABT $SYK $MCD $PEP $INTU $BDX

$1.5B

68 positions

#23Delaney Dennis RActive

Notable overlap · 8 shared positions

$ABT $CNI $ADP $AXP $FISV $CARR

$314M

61 positions

#24WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$SYK $MCD $ABT $ADP $PEP $INTU

$947M

155 positions

#25Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$AXP $PEP $ABT $MCD $PM $ITW

$637M

146 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.