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Hedge Funds Similar to Old Mission Investment

13F Portfolio OverlapQ2 2026Old Mission Investment portfolio →
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Most similar hedge funds by 13F overlap

Old Mission Investment Co LLC is an institutional investor managing $481M across 163 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 Old Mission Investment are Minot DeBlois Advisors, InvesTrust, Ally Financial, with shared positions in $VZ, $ABT, $SBUX, $DIS, $AXP, $UNP. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$VZ$ABT$SBUX$DIS$AXP$UNP
$116M
240 positions
#2InvesTrustPassive
Some overlap · 6 shared positions
$VZ$SBUX$APD$DIS$AXP$PFE
$260M
95 positions
#3Ally Financial Inc.Active
Some overlap · 6 shared positions
$VZ$ABT$APD$DIS$NOC$PFE
$775M
131 positions
#4WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$VZ$ABT$SBUX$DIS$NOC
$375M
44 positions
#5Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$VZ$ABT$AXP$DIS$SBUX
$470M
227 positions
#6Financial Avengers, Inc.Active
Some overlap · 5 shared positions
$VZ$SBUX$DIS$AXP$PFE
$241M
155 positions
#7Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$VZ$ABT$DIS$AXP$PFE
$4.3B
344 positions
#8FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 4 shared positions
$VZ$SBUX$DIS$AXP
$119M
96 positions
#9Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 4 shared positions
$ABT$SBUX$APD$DIS
$562M
84 positions
#10LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$VZ$DIS$SBUX$AXP$PFE
$325M
188 positions
#11Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$VZ$FITB$DIS$PFE
$288M
82 positions
#12OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ABT$APD$DIS$XYZ
$1.8B
203 positions
#13GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SBUX$APD$DIS$AXP
$949M
245 positions
#14Smart Portfolios, LLC
Some overlap · 4 shared positions
$SBUX$APD$DIS$ABT
$100M
99 positions
#15JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$DIS$APD$SBUX
$128M
154 positions
#16TriCert Investment Counsel Inc.Passive
Some overlap · 4 shared positions
$VZ$SBUX$APD$UNP
$1.1B
88 positions
#17Columbia Asset ManagementActive
Some overlap · 5 shared positions
$SBUX$VZ$AXP$UNP$PFE
$575M
168 positions
#18DILLON & ASSOCIATES INCActive
Some overlap · 4 shared positions
$ABT$APD$AXP$SBUX
$817M
80 positions
#19Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$VZ$ABT$DIS$PFE
$1.1B
120 positions
#20Autumn Glory Partners, LLCPassive
Some overlap · 4 shared positions
$VZ$SBUX$DIS$PFE
$353M
212 positions
#21Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$VZ$SBUX$DIS$PFE
$223M
81 positions
#22Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$VZ$APD$DIS$UNP
$251M
74 positions
#23LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$VZ$APD$DIS$PFE
$489M
244 positions
#24Aspen Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$VZ$SBUX$APD$NOC
$207M
89 positions
#25Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$VZ$APD$AXP$UNP
$655M
161 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.