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 ROBERTS GLORE

13F Portfolio OverlapQ2 2026ROBERTS GLORE portfolio →

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Most similar hedge funds by 13F overlap

ROBERTS GLORE & CO INC /IL/ is an institutional investor managing $404M across 246 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 ROBERTS GLORE are Ramsay, Stattman, Vela & Price, ANB BANK, LETSON INVESTMENT, with shared positions in $ABT, $SYK, $PEP, $ASML, $ITW, $LIN. The full ranking of 25 similar funds is below.

#1Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 7 shared positions

$ABT $SYK $PEP $ASML $ITW $LIN

$562M

84 positions

#2ANB BANKPassive

Some overlap · 7 shared positions

$ABT $SYK $PEP $ASML $ITW $LIN

$268M

127 positions

#3LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$ABT $SYK $PEP $ITW $UNP $AMGN

$273M

104 positions

#4Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$ABT $SYK $PEP $ITW $UNP $AMGN

$170M

121 positions

#5Boit C F DavidPassive

Some overlap · 8 shared positions

$SYK $PEP $ABT $UNP $BKNG $LIN

$238M

85 positions

#6BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ABT $SYK $PEP $ITW $AMGN $SBUX

$346M

113 positions

#7Boomfish Wealth Group, LLCPassive

Some overlap · 7 shared positions

$EXPD $ASML $ANET $UNP $AMGN $BKNG

$220M

95 positions

#8Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$ABT $PEP $ITW $SYK $LIN $MTB

$637M

146 positions

#9Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$ABT $SYK $ASML $UNP $AMGN $SBUX

$856M

89 positions

#10St. Clair Advisors, LLCSmart money

Some overlap · 7 shared positions

$SYK $PEP $ABT $NSC $AMGN $SBUX

$389M

78 positions

#11Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$ABT $PEP $ASML $UNP $SBUX $NVS

$116M

240 positions

#12Tandem Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$ABT $SYK $PEP $EXPD $MEDP $FTNT

$1.5B

68 positions

#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ABT $ASML $PEP $ITW $LIN $AMGN

$8.0B

1,334 positions

#14Somerset Trust CoPassive

Some overlap · 6 shared positions

$ABT $NSC $ITW $PEP $LIN $AMGN

$354M

186 positions

#15HENDLEY & CO INCActive

Some overlap · 5 shared positions

$ABT $SYK $PEP $UNP $LIN

$283M

47 positions

#16Pine Haven Investment Counsel, IncPassive

Some overlap · 6 shared positions

$ABT $PEP $SYK $UNP $AMGN $SBUX

$149M

116 positions

#17M. Kraus & CoPassive

Some overlap · 5 shared positions

$ABT $PEP $NSC $ITW $LIN

$377M

86 positions

#18Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ASML $ANET $UNP $PEP $ABT $LIN

$2.3B

275 positions

#19Long Road Investment Counsel, LLCActive

Some overlap · 5 shared positions

$SYK $PEP $EXPD $ITW $SBUX

$271M

80 positions

#20MITCHELL SINKLER & STARR/PAPassive

Some overlap · 5 shared positions

$PEP $ASML $SYK $ABT $ANET

$240M

155 positions

#21Clark & Stuart, IncPassive

Some overlap · 5 shared positions

$ABT $SYK $PEP $ITW $SBUX

$159M

57 positions

#22HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$ABT $PEP $NSC $UNP $NVS $EXPD

$252M

43 positions

#23HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$ITW $ABT $UNP $PEP $AMGN $NVS

$363M

92 positions

#24UNITED BANKActive

Some overlap · 5 shared positions

$ABT $PEP $ITW $SYK $AMGN

$853M

130 positions

#25Saturna Capital CORPActive

Some overlap · 6 shared positions

$SYK $ASML $ITW $LIN $NVS $ABT

$8.2B

140 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.