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Hedge Funds Similar to Pettee Investors

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

Pettee Investors, Inc. is an institutional investor managing $203M across 115 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 Pettee Investors are CONDOR, CACTI ASSET, BOSTON RESEARCH, with shared positions in $URI, $AXP, $TDY, $SCHW, $LOW, $DIS. The full ranking of 25 similar funds is below.

#1CONDOR CAPITAL MANAGEMENTActive
Notable overlap · 7 shared positions
$URI$AXP$TDY$SCHW$LOW$DIS
$1.3B
173 positions
#2CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$STX$AXP$DIS$BNY
$2.0B
76 positions
#3BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 7 shared positions
$DHI$LH$DIS$LOW$MCD$BNY
$453M
121 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$AXP$WM$EMR$LOW$MCD$BNY
$297M
103 positions
#5American State Bank (Iowa)Passive
Some overlap · 4 shared positions
$STX$WM$SPGI$MCD
$247M
139 positions
#6Eastover Investment Advisors LLCActive
Some overlap · 4 shared positions
$URI$DHI$LOW$WM
$254M
49 positions
#7Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$URI$HUBB$WM$AXP$ABT
$652M
146 positions
#8ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$URI$DHI$LOW
$1.9B
495 positions
#9ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$URI$SPGI$SCHW$AXP$BNY
$130M
106 positions
#10Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$WM$EMR$SCHW$LOW$MCD
$113M
87 positions
#11Buttonwood Financial Advisors Inc.Active
Some overlap · 7 shared positions
$AXP$SPGI$EMR$SCHW$DIS$LOW
$329M
110 positions
#12Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$STX$DHI$WM$LH
$411M
133 positions
#13Legacy TrustPassive
Some overlap · 3 shared positions
$URI$AXP$DIS
$566M
210 positions
#14Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STX$AXP$DIS
$418M
232 positions
#15Riverview Trust CoActive
Some overlap · 4 shared positions
$STX$LOW$ABT$MCD
$84M
166 positions
#16Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$URI$WM$DHI
$125M
312 positions
#17CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$STX$DDOG$EMR$DIS
$569M
256 positions
#18William Allan CorpActive
Some overlap · 6 shared positions
$DHI$SCHW$DIS$AXP$MCD$LOW
$204M
62 positions
#19Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$WM$EMR
$239M
126 positions
#20Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$URI$SCHW$LOW
$1.5B
188 positions
#21GHE, LLCSmart money
Some overlap · 6 shared positions
$AXP$SPGI$DHI$LOW$MCD$ABT
$265M
57 positions
#22Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$URI$DIS$LOW
$366M
76 positions
#23Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$URI$STX$ABT
$675M
167 positions
#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$STX$WM$EMR$MCD
$272M
149 positions
#25Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$URI$TDY$SPGI$SCHW
$7.4B
49 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.