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Hedge Funds Similar to THOMAS STORY & SON

13F Portfolio OverlapQ3 2026THOMAS STORY & SON portfolio →
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Most similar hedge funds by 13F overlap

THOMAS STORY & SON LLC is an institutional investor managing $290M across 53 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 THOMAS STORY & SON are BONTEMPO OHLY MGMT, HARVEY INVESTMENT, Long Road Investment Counsel, with shared positions in $GD, $FAST, $TSCO, $ITW, $ACN, $PAYX. The full ranking of 25 similar funds is below.

#1BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Notable overlap · 7 shared positions
$GD$FAST$TSCO$ITW$ACN$PAYX
$235M
33 positions
#2HARVEY INVESTMENT CO LLCActive
Notable overlap · 5 shared positions
$ORLY$FAST$ABT$ITW$PAYX
$926M
100 positions
#3Long Road Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$ORLY$FAST$ITW
$271M
80 positions
#4Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$ASML$TSCO$FAST
$120M
38 positions
#5Saratoga Research & Investment ManagementActive
Notable overlap · 6 shared positions
$GD$ASML$CHRW$AMGN$ACN$PAYX
$1.8B
44 positions
#6Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$GD$ITW$CHRW$DVN$AMGN
$214M
33 positions
#7Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$WSM$GD$AMGN
$47.7B
212 positions
#8SPEECE THORSON CAPITAL GROUP INCActive
Some overlap · 6 shared positions
$ORLY$TSCO$CHRW$TRMB$DVN$CBSH
$468M
37 positions
#9DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$WEC$ITW$ACN$TSCO$ABT
$1.8B
269 positions
#10Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$FAST$ITW$ABT$ACN$PAYX$AMGN
$204M
95 positions
#11ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 5 shared positions
$ORLY$ASML$ACN$ITW$TSCO
$584M
366 positions
#12Martin Capital Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$GD$PAYX$UNP$DVN$AMGN
$279M
73 positions
#13Paradiem, LLCPassive
Some overlap · 4 shared positions
$GD$FAST$ABT$DVN
$464M
68 positions
#14Somerset Trust CoPassive
Some overlap · 7 shared positions
$ITW$GD$WEC$ABT$PAYX$LIN
$354M
186 positions
#15Hendershot Investments Inc.Active
Some overlap · 5 shared positions
$GD$ACN$FAST$TSCO$PAYX
$766M
134 positions
#16DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$FAST$GD$WEC$PAYX$LIN
$3.5B
311 positions
#17Vantage Investment Partners, LLC
Some overlap · 3 shared positions
$ASML$ORLY$FAST
$1.6B
67 positions
#18Matrix Trust CoActive
Some overlap · 5 shared positions
$FAST$GD$WEC$ASML$PAYX
$688M
102 positions
#19REIK & CO., LLCSmart money
Some overlap · 4 shared positions
$WSM$FAST$ACN$ABT
$384M
60 positions
#20Manhattan West Asset Management, LLCPassive
Some overlap · 4 shared positions
$ASML$GD$LDOS$LIN
$599M
185 positions
#21SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 6 shared positions
$GD$ITW$ACN$UNP$AMGN$SO
$2.0B
194 positions
#22WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ASML$ABT$ACN
$2.1B
131 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WEC$GD$UNP$SO
$233M
122 positions
#24Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$GD$ABT$ASML
$486M
109 positions
#25First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$WSM$FAST$ABT$ITW$AMGN
$1.4B
73 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.