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Hedge Funds Similar to St. Johns Investment Company

13F Portfolio OverlapQ2 2026St. Johns Investment Company portfolio →
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Most similar hedge funds by 13F overlap

St. Johns Investment Management Company, LLC is an institutional investor managing $264M across 201 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 St. Johns Investment Company are Stonebridge Financial Group, Stone Summit Wealth, JACOBS, with shared positions in $CMI, $GLW, $AMGN, $MCD, $AXP, $SYK. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive
Notable overlap · 8 shared positions
$CMI$GLW$AMGN$MCD$AXP$SYK
$1.4B
275 positions
#2Stone Summit Wealth LLCPassive
Notable overlap · 7 shared positions
$AXP$CMI$QCOM$SYK$NEE$AMGN
$370M
137 positions
#3JACOBS & CO/CAPassive
Notable overlap · 7 shared positions
$CMI$AMGN$QCOM$MCD$GLW$AXP
$1.2B
132 positions
#4Sterling Wealth Management, Inc.Active
Some overlap · 6 shared positions
$AXP$CMI$MCD$QCOM$DE$CVS
$388M
115 positions
#5UNITED BANKActive
Some overlap · 6 shared positions
$CMI$GLW$AMGN$MCD$SYK$GD
$853M
130 positions
#6NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 5 shared positions
$AXP$CMI$QCOM$SYK$NEE
$843M
131 positions
#7Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$CMI$AMGN$DE$NEE
$710M
193 positions
#8Crews Bank & TrustPassive
Some overlap · 7 shared positions
$MDY$GLW$QCOM$DE$MCD$NEE
$766M
662 positions
#9Insight Inv LLCPassive
Some overlap · 5 shared positions
$AXP$GLW$AMGN$QCOM$GD
$210M
108 positions
#10BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 6 shared positions
$CMI$AMGN$QCOM$MCD$CVS$NEE
$405M
98 positions
#11Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$AXP$CMI$AMGN$QCOM$GLW
$762M
267 positions
#12Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$CMI$TFC$QCOM$DE$AMGN$NEE
$204M
95 positions
#13GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$AMGN$QCOM$CVS$GD
$906M
153 positions
#14Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$QCOM$MCD$SYK$NEE
$455M
118 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AXP$AMGN$MCD$DE$GD
$181M
81 positions
#16Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$TFC$AXP$AMGN$MCD$CVS$GD
$703M
160 positions
#17Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$AMGN$CMI$QCOM$CVS
$226M
116 positions
#18RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$CMI$GLW$DE$MDY
$420M
172 positions
#19VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MDY$AMGN$TFC$DE$GD$NEE
$147M
106 positions
#20ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$CMI$TFC$QCOM$MCD$AMGN
$549M
195 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$GLW$AMGN$DE$NEE
$231M
125 positions
#22Community Bank, N.A.Passive
Some overlap · 6 shared positions
$GLW$MDY$CMI$AMGN$QCOM$TFC
$926M
530 positions
#23Legacy TrustPassive
Some overlap · 4 shared positions
$AXP$CMI$QCOM$SYK
$566M
210 positions
#24Karani Asset Management LLCActive
Some overlap · 4 shared positions
$AXP$CMI$SYK$DE
$139M
57 positions
#25DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$AMGN$QCOM$MCD$DE$CVS$GD
$206M
105 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.