13F Pro

Hedge Funds Similar to Main Street Research

13F Portfolio OverlapQ2 2026Main Street Research portfolio →
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Most similar hedge funds by 13F overlap

Main Street Research LLC is an institutional investor managing $2.1B across 140 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 Main Street Research are Karras Company, Sunstone Asset, COOKSON PEIRCE, with shared positions in $GLW, $ASML, $AZN, $APH, $ANET, $FTI. The full ranking of 25 similar funds is below.

#1Karras Company, Inc.Active
Notable overlap · 3 shared positions
$GLW$ASML$AZN
$110M
61 positions
#2Sunstone Asset Management, L.P.Passive
Notable overlap · 4 shared positions
$GLW$ASML$APH$ANET
$92M
57 positions
#3COOKSON PEIRCE & CO INCPassive
Notable overlap · 4 shared positions
$GLW$APH$FTI$ROST
$3.0B
317 positions
#4NovaPoint Capital, LLCPassive
Notable overlap · 3 shared positions
$GLW$APH$ROST
$481M
161 positions
#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GLW$ASML$CCJ
$320M
82 positions
#6NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 4 shared positions
$ASML$APH$ROST$ANET
$606M
79 positions
#7Cox Capital Mgt LLCPassive
Notable overlap · 3 shared positions
$ASML$APH$AZN
$180M
81 positions
#8VALICENTI ADVISORY SERVICES INCActive
Notable overlap · 4 shared positions
$GLW$AZN$ASML$ROST
$530M
83 positions
#9LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$ASML$GLW$MCK
$16.4B
34 positions
#10Cornerstone Capital, Inc.Active
Notable overlap · 3 shared positions
$GLW$APH$SCHW
$1.1B
120 positions
#11FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 4 shared positions
$GLW$ASML$AZN$SCHW
$118M
56 positions
#12Henry James International Management Inc.Passive
Notable overlap · 4 shared positions
$ASML$AZN$CCJ$BCS
$334M
91 positions
#13WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ASML$GLW$MCK
$55.2B
266 positions
#14JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 4 shared positions
$ASML$CCJ$FTI$SCHW
$2.9B
77 positions
#15EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$APH$FICO
$9.7B
90 positions
#16BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$GLW$CCJ$ASML$MCK
$543M
140 positions
#17BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$GLW$CCJ$ASML$SCHW
$4.1B
151 positions
#18CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$GLW$ASML$SCHW
$1.6B
85 positions
#19Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$BHP$ASML
$375M
75 positions
#20Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$ASML$CCJ$BHP
$437M
242 positions
#21JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ASML$APH$SCHW
$612M
81 positions
#22Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$GLW$AZN$SCHW
$204M
67 positions
#23Burkett Asset Management LtdPassive
Some overlap · 3 shared positions
$ASML$RY$CCJ
$107M
59 positions
#24Cumberland Partners LtdPassive
Some overlap · 5 shared positions
$RY$AZN$APH$MCK$CCJ
$1.5B
153 positions
#25CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$ASML$APH$BCS$CCJ
$566M
391 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.