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 Saratoga Research & Investment

13F Portfolio OverlapQ3 2026Saratoga Research & Investment portfolio →

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Most similar hedge funds by 13F overlap

Saratoga Research & Investment Management is an institutional investor managing $1.8B across 44 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Saratoga Research & Investment are Martin Partners, Tevis Investment, St. James Investment Company, with shared positions in $ASML, $GD, $UL, $NVO, $MDT, $PEP. The full ranking of 25 similar funds is below.

#1Martin Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$ASML $GD $UL $NVO $MDT $PEP

$279M

73 positions

#2Tevis Investment ManagementPassive

Notable overlap · 9 shared positions

$UL $MDT $ASML $NVO $DIS $SBUX

$183M

104 positions

#3St. James Investment Company, LLCActive

Notable overlap · 5 shared positions

$UL $MDT $HON $HONA $EMR

$630M

24 positions

#4Holowesko Partners Ltd.Active

Notable overlap · 5 shared positions

$UL $GD $DIS $PEP $ASML

$395M

34 positions

#5CLARK ESTATES INC/NYPassive

Notable overlap · 3 shared positions

$UL $DIS $MDT

$434M

90 positions

#6Autumn Glory Partners, LLCPassive

Notable overlap · 8 shared positions

$ASML $NVO $UL $MDT $DIS $SBUX

$360M

191 positions

#7Eldred Rock Partners, LLCActive

Notable overlap · 7 shared positions

$ASML $UL $NVO $PEP $EMR $ACN

$451M

29 positions

#8Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$UL $MDT $CL $NVO $AMGN $LMT

$404M

39 positions

#9Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$DIS $SBUX $MDT $PEP $ASML $AMGN

$158M

78 positions

#10Trans-Canada Capital Inc.Active

Notable overlap · 4 shared positions

$ASML $SBUX $HON $HONA

$1.8B

22 positions

#11Burkett Asset Management LtdPassive

Notable overlap · 5 shared positions

$ASML $NVO $DEO $UL $GD

$106M

59 positions

#12DecisionMap Wealth Management, LLCPassive

Notable overlap · 13 shared positions

$ASML $DIS $GD $SBUX $ISRG $NVO

$179M

145 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ASML $DIS $HON $HONA $ACN $LMT

$2.1B

131 positions

#14Round Hill Asset ManagementActive

Notable overlap · 4 shared positions

$DIS $NVO $MDT $AMGN

$159M

62 positions

#15Trust Co of KansasActive

Notable overlap · 7 shared positions

$ASML $DIS $CL $PEP $AMGN $LOW

$195M

59 positions

#16Stockman Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$ASML $MDT $PEP $HON $HONA $APH

$968M

178 positions

#17Ted Buchan & CoActive

Notable overlap · 4 shared positions

$ASML $NVO $PEP $SBUX

$303M

94 positions

#18DRH Investments, Inc.Active

Notable overlap · 3 shared positions

$DIS $GD $DEO

$126M

20 positions

#19DV EQUITIES, LLCActive

Notable overlap · 3 shared positions

$NVO $DEO $UL

$698M

107 positions

#20Arlington Partners LLCActive

Notable overlap · 9 shared positions

$NVO $ASML $UL $SBUX $CHRW $MDT

$65M

3 positions

#21GFS Advisors, LLCActive

Notable overlap · 4 shared positions

$ASML $DIS $PEP $UL

$1.7B

266 positions

#22SALT Holding Corp.Active

Notable overlap · 5 shared positions

$NVO $DEO $UL $ASML $NVS

$189M

25 positions

#23Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$GD $MDT $ASML $PEP $EMR $LOW

$486M

109 positions

#24EVERETT HARRIS & CO /CA/Active

Notable overlap · 8 shared positions

$NVO $DIS $SBUX $UL $CL $PEP

$8.1B

292 positions

#25Phraction Management LLCActive

Notable overlap · 4 shared positions

$ASML $HON $HONA $PEP

$545M

67 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.