13F Pro

Hedge Funds Similar to Missouri & Investment

13F Portfolio OverlapQ2 2026Missouri & Investment portfolio →
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Most similar hedge funds by 13F overlap

Missouri Trust & Investment Co is an institutional investor managing $368M across 146 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 Missouri & Investment are WealthCare Asset, HARVEY INVESTMENT, ACCOUNT, with shared positions in $ORLY, $PEP, $USB, $TJX, $NEE, $BX. The full ranking of 25 similar funds is below.

#1WealthCare Asset Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$PEP$USB
$241M
78 positions
#2HARVEY INVESTMENT CO LLCActive
Notable overlap · 3 shared positions
$ORLY$PEP$TJX
$918M
99 positions
#3ACCOUNT MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$ORLY$NEE$BX$AMT$BA
$99M
22 positions
#4Hillman Capital Management, Inc.Passive
Some overlap · 9 shared positions
$BA$CVS$ZBH$CRM$BIIB$USB
$138M
54 positions
#5MARSHFIELD ASSOCIATESActive
Some overlap · 3 shared positions
$ORLY$DIS$TJX
$4.3B
17 positions
#6Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$ORLY$BA$NEE$BX$CRM$PEP
$825M
104 positions
#7Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$ORLY$AMT$DIS
$650M
24 positions
#8Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$NEE$BX$CRM$CB$PEP$PFE
$116M
240 positions
#9Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$BA$NEE$BX$CRM$CB$PFE
$223M
81 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 8 shared positions
$CVS$NEE$CRM$PEP$BA$DIS
$1.3B
73 positions
#11McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ORLY$TJX$USB
$199M
37 positions
#12WOODSTOCK CORPActive
Some overlap · 3 shared positions
$ORLY$NEE$PEP
$1.2B
163 positions
#13Blue Zone Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ORLY$BA$NEE$BX$CRM$BABA
$573M
125 positions
#14CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 6 shared positions
$CVS$Q$NEE$PEP$PFE$DD
$1.1B
157 positions
#15VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$ORLY$CVS$CB$USB$TJX
$255M
160 positions
#16Vantage Investment Partners, LLC
Some overlap · 4 shared positions
$ORLY$NEE$BX$AMT
$1.4B
64 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ORLY$BA$CRM$CB
$124M
100 positions
#18WELCH & FORBES LLCActive
Some overlap · 4 shared positions
$ORLY$CB$NEE$TJX
$8.2B
388 positions
#19Beech Hill Advisors, Inc.Passive
Some overlap · 6 shared positions
$BA$NEE$BX$CRM$DIS$TJX
$226M
97 positions
#20Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$BA$NEE$BX$CRM$PFE$DIS
$653M
140 positions
#21Beaton Management Co. Inc.Passive
Some overlap · 5 shared positions
$ORLY$BA$NEE$PEP$DIS
$245M
157 positions
#22EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$CVS$NEE$AMT$PEP$USB$PFE
$1.3B
58 positions
#23Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 6 shared positions
$Q$NEE$BA$PFE$DD$DIS
$1.0B
765 positions
#24ETF Store, Inc.Passive
Some overlap · 3 shared positions
$ORLY$NEE$PFE
$120M
114 positions
#25MIDDLETON & CO INC/MAActive
Some overlap · 4 shared positions
$ORLY$NEE$CRM$AMT
$942M
170 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.