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Hedge Funds Similar to WOODSTOCK

13F Portfolio OverlapQ3 2026WOODSTOCK portfolio →
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Most similar hedge funds by 13F overlap

WOODSTOCK CORP is an institutional investor managing $1.2B across 160 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 WOODSTOCK are ACCOUNT, Long Road Investment Counsel, CARDEROCK, with shared positions in $ORLY, $FTNT, $ISRG, $NEE, $ADI, $STT. The full ranking of 25 similar funds is below.

#1ACCOUNT MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$ORLY$FTNT$ISRG$NEE$ADI
$99M
22 positions
#2Long Road Investment Counsel, LLCActive
Notable overlap · 7 shared positions
$ORLY$STT$ITW$ADP$IDXX$PEP
$271M
80 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 7 shared positions
$FTNT$ORLY$ISRG$ITW$ADP$IDXX
$435M
70 positions
#4DILLON & ASSOCIATES INCActive
Notable overlap · 9 shared positions
$ORLY$ISRG$ECL$ABT$ADP$NEE
$849M
79 positions
#5HARVEY INVESTMENT CO LLCActive
Notable overlap · 5 shared positions
$ORLY$ABT$IDXX$PEP$ITW
$926M
100 positions
#6Marble Harbor Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$ORLY$ECL$ABT$ADP$IDXX$PEP
$984M
200 positions
#7Somerset Trust CoPassive
Notable overlap · 8 shared positions
$EMR$ABT$ITW$ADP$NEE$PEP
$354M
186 positions
#8Biondo Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$ISRG$EMR$ITW$ADP$IDXX$REGN
$817M
89 positions
#9MCDANIEL TERRY & COActive
Some overlap · 7 shared positions
$ISRG$EMR$ECL$ITW$ADP$APD
$1.3B
81 positions
#10HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$STT$EMR$ABT$ADP$NEE$PEP
$321M
107 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$ORLY$FTNT$ECL$APD$ZS
$121M
100 positions
#12L. Roy Papp & Associates, LLPPassive
Some overlap · 5 shared positions
$ORLY$ECL$EMR$ADI$PEP
$981M
193 positions
#13KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ECL$ABT$ITW$ADP$PEP$APD
$1.6B
228 positions
#14Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 7 shared positions
$EMR$ABT$ITW$ADP$PEP$APD
$583M
82 positions
#15DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$STT$ABT$PEP$SHEL$FDX$EMR
$530M
92 positions
#16Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$STT$EMR$ABT$PEP$ADP$APD
$108M
52 positions
#17Bath Savings Trust CoActive
Some overlap · 7 shared positions
$ECL$ABT$ADP$NEE$IDXX$PEP
$966M
178 positions
#18Clark & Stuart, IncPassive
Some overlap · 8 shared positions
$ABT$EMR$ADP$ITW$PEP$APD
$162M
52 positions
#19CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 7 shared positions
$ISRG$ABT$ADP$EMR$NEE$APD
$813M
328 positions
#20THOMAS STORY & SON LLCActive
Some overlap · 3 shared positions
$ORLY$ABT$ITW
$290M
53 positions
#21PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$EMR$ECL$ABT$ADP$NEE$PEP
$209M
54 positions
#22Cardinal Capital ManagementPassive
Some overlap · 6 shared positions
$EMR$ECL$STT$ITW$ADP$IDXX
$861M
140 positions
#23HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ORLY$ECL$ADP$IDXX$REGN
$2.9B
286 positions
#24Nutshell Asset Management LtdActive
Some overlap · 4 shared positions
$FTNT$ORLY$IDXX$ADP
$300M
45 positions
#25BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$FTNT$ISRG$IDXX$PEP$FDX
$209M
295 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.