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Hedge Funds Similar to SEARLE

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

SEARLE & CO. is an institutional investor managing $445M across 194 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 SEARLE are InvesTrust, HUTNER, LETSON INVESTMENT, with shared positions in $PM, $NUE, $PEP, $MCD, $BMY, $AXP. The full ranking of 25 similar funds is below.

#1InvesTrustPassive
Notable overlap · 6 shared positions
$PM$NUE$PEP$MCD$BMY$AXP
$260M
95 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$AXP$PM$PEP$MCD$YUM
$252M
43 positions
#3LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$AXP$PEP$MCD$PM$NOC$YUM
$273M
104 positions
#4Sky Investment Group LLCPassive
Notable overlap · 5 shared positions
$AXP$PM$PEP$MCD$TXN
$637M
146 positions
#5Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$PEP$MCD$NOC$TXN$QCOM
$467M
118 positions
#6Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$AXP$PEP$MCD$YUM$QCOM
$402M
116 positions
#7Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PM$TRGP$PEP$BMY$TXN
$255M
278 positions
#8CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$AXP$PEP$MCD$BMY$GLW$ETN
$541M
111 positions
#9DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$PM$MCD$PEP
$253M
38 positions
#10Cambridge Financial Group, LLCActive
Some overlap · 5 shared positions
$AXP$PEP$NUE$TXN$QCOM
$318M
155 positions
#11BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 6 shared positions
$AXP$ETN$PEP$TXN$QCOM$BMY
$371M
394 positions
#12DOHENY ASSET MANAGEMENT /CAActive
Some overlap · 5 shared positions
$PM$AXP$ETN$TXN$QCOM
$172M
61 positions
#13Focused Investors LLCActive
Some overlap · 4 shared positions
$AXP$PEP$MCD$NOC
$3.0B
23 positions
#14Clayton Financial Group LLCActive
Some overlap · 4 shared positions
$AXP$PEP$BMY$PM
$181M
65 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$NUE$MCD$PEP$BMY$QCOM
$2.5B
270 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$PEP$MCD$ETN$BMY$TXN$QCOM
$2.7B
54 positions
#17Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$NUE$MCD$PEP$QCOM
$113M
87 positions
#18Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$AXP$NUE$ROK
$437M
242 positions
#19Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$PEP$YUM$MCD
$248M
111 positions
#20HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$AXP$PEP$ETN$TXN
$536M
217 positions
#21Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$AXP$PEP$MCD$QCOM
$968M
178 positions
#22CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$AXP$PM$TXN
$171M
71 positions
#23Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$AXP$PEP$BMY$QCOM
$473M
58 positions
#24ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AXP$PEP$MCD$TXN
$1.9B
88 positions
#25ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$PM$AXP$MCD$QCOM
$102M
87 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.