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 Sawyer & Company

13F Portfolio OverlapQ2 2026Sawyer & Company portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sawyer & Company, Inc is an institutional investor managing $298M across 202 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 Sawyer & Company are Bull Street Advisors, VAN STRUM & TOWNE, Minot DeBlois Advisors, with shared positions in $TJX, $AMGN, $ADP, $DIS, $AXP, $SYY. The full ranking of 25 similar funds is below.

#1Bull Street Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $AMGN $ADP $DIS $AXP $SYY

$219M

95 positions

#2VAN STRUM & TOWNE INC.Passive

Notable overlap · 8 shared positions

$AMGN $ADP $DIS $AXP $CRM $ECL

$367M

111 positions

#3Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$TJX $TRV $ADP $DIS $AXP $CRM

$116M

240 positions

#4Robbins FarleyPassive

Notable overlap · 5 shared positions

$TJX $ANET $ETN $DIS $ECL

$260M

157 positions

#5Harrington Investments, INCPassive

Notable overlap · 7 shared positions

$TJX $AMGN $SYY $ITW $ECL $EMR

$206M

82 positions

#6Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$TJX $ANET $ETN $SYY $MCD

$287M

33 positions

#7First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$AMGN $ETN $ADP $FICO $ITW $MCD

$1.4B

73 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $TRV $MCD $SYY $AXP $EMR

$515M

142 positions

#9SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$TJX $ANET $ETN $CTAS $EMR

$125M

51 positions

#10Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $AMGN $ETN $ADP $AXP

$710M

193 positions

#11Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AMGN $TRV $ADP $MCD $ITW $EMR

$261M

101 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$AMGN $TJX $ADP $MCD $ITW $ETN

$346M

113 positions

#13Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $TJX $ADP $MCD $ECL $TRV

$1.1B

204 positions

#14LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$AMGN $ADP $PAYX $AXP $MCD $ITW

$273M

104 positions

#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$TJX $AMGN $ETN $ITW $QCOM $CRM

$8.0B

1,334 positions

#16William Allan CorpActive

Some overlap · 7 shared positions

$ADP $PAYX $DIS $FICO $MCD $AXP

$204M

62 positions

#17Mandatum Life Insurance Co LtdSmart money

Some overlap · 6 shared positions

$TJX $DIS $ANET $CRM $EMR $QCOM

$540M

90 positions

#18Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

$TJX $ETN $AXP $ADP $MCD $EMR

$113M

58 positions

#19Eurizon SLJ Capital LtdPassive

Some overlap · 4 shared positions

$TJX $ANET $ADP $CTAS

$271M

172 positions

#20Empire Financial Management Company, LLCPassive

Some overlap · 6 shared positions

$AMGN $TRV $PAYX $EMR $QCOM $COP

$253M

139 positions

#21GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 6 shared positions

$AMGN $TRV $AXP $ITW $QCOM $EMR

$906M

153 positions

#22Insight Inv LLCPassive

Some overlap · 6 shared positions

$AMGN $TJX $AXP $ALL $EMR $QCOM

$212M

109 positions

#23Willis Investment CounselActive

Some overlap · 6 shared positions

$ETN $ADP $PAYX $AXP $MCD $COP

$2.1B

125 positions

#24RENAISSANCE GROUP LLCPassive

Some overlap · 6 shared positions

$ANET $AMGN $TJX $AXP $ITW $CDW

$2.5B

234 positions

#25GHE, LLCSmart money

Some overlap · 7 shared positions

$ANET $ADP $AXP $MCD $QCOM $PAYX

$265M

57 positions

Compare Sawyer & Company’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sawyer & Company’s holdings

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.