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Hedge Funds Similar to S

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

S&CO INC is an institutional investor managing $1.7B across 222 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 S are M. Kraus, MCDANIEL TERRY, PENINSULA ASSET, with shared positions in $ECL, $CHD, $TMO, $ABT, $LIN, $PEP. The full ranking of 25 similar funds is below.

#1M. Kraus & CoPassive
Notable overlap · 6 shared positions
$ECL$CHD$TMO$ABT$LIN$PEP
$377M
86 positions
#2MCDANIEL TERRY & COActive
Notable overlap · 5 shared positions
$ECL$ADP$APD$TMO$PEP
$1.3B
81 positions
#3PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$ECL$ADP$ABT$PEP$AFL
$209M
54 positions
#4COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$CHD$ADP$TMO$LIN
$1.7B
91 positions
#5Bath Savings Trust CoActive
Some overlap · 5 shared positions
$ECL$ADP$CHD$ABT$PEP
$965M
177 positions
#6WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$ADP$ECL$CHD$ABT$PEP
$947M
155 positions
#7BOSTON FAMILY OFFICE LLCActive
Some overlap · 6 shared positions
$ECL$APD$TMO$UNP$ADP$PEP
$1.6B
314 positions
#8VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$ECL$ADP$PEP
$367M
111 positions
#9DILLON & ASSOCIATES INCActive
Some overlap · 5 shared positions
$ADP$ECL$APD$ABT$PEP
$817M
80 positions
#10Paradiem, LLCPassive
Some overlap · 3 shared positions
$CHD$ADP$ABT
$464M
68 positions
#11Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$ADP$TMO$ABT$APD$LIN$PEP
$562M
84 positions
#12SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 7 shared positions
$ADP$TMO$UNP$ABT$LIN$PEP
$169M
104 positions
#13Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ADP$APD$TMO$PEP$AFL
$271M
80 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ADP$ECL$UNP$ABT$PEP
$116M
240 positions
#15SECURITY NATIONAL BANK OF SO DAK
Some overlap · 7 shared positions
$TMO$ADP$UNP$ABT$LIN$PEP
$207M
119 positions
#16Marble Harbor Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ADP$ECL$ABT$PYPL$PEP
$984M
200 positions
#17NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 5 shared positions
$ADP$TMO$APD$LIN$PEP
$1.6B
109 positions
#18ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$ADP$CHD$TMO$APD$PEP$AFL
$1.9B
88 positions
#19McCollum Christoferson Group LLCPassive
Some overlap · 4 shared positions
$ECL$CHD$LIN$PEP
$341M
80 positions
#20NORRIS PERNE & FRENCH LLP/MISmart money
Some overlap · 5 shared positions
$ECL$TMO$UNP$ABT$LIN
$1.7B
147 positions
#21KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ADP$ECL$APD$ABT$PEP
$1.5B
228 positions
#22LaFleur & Godfrey LLCPassive
Some overlap · 5 shared positions
$ECL$TMO$CHD$ABT$PEP
$842M
149 positions
#23R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$ADP$TMO$LLYVA$SIRI
$130M
40 positions
#24Drummond Knight Asset Management Pty LtdActive
Some overlap · 3 shared positions
$ECL$CCJ$LIN
$545M
16 positions
#25BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$ECL$TMO$CCJ$UNP
$332M
187 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.