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Hedge Funds Similar to THOMPSON DAVIS

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

THOMPSON DAVIS & CO., INC. is an institutional investor managing $167M across 168 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 THOMPSON DAVIS are Brendel Financial Advisors, Asset Advisors Investment, Weil Company, with shared positions in $DOV, $SHW, $CB, $PLTR, $MKL, $FIX. The full ranking of 25 similar funds is below.

#1Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$SHW$CB$PLTR
$216M
101 positions
#2Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$CB$SHW
$1.1B
102 positions
#3Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$CB$MKL
$568M
133 positions
#4WESPAC Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$FIX$OUNZ
$205M
200 positions
#5VALLEY FORGE INVESTMENT CONSULTANTS INC ADVSmart money
Some overlap · 3 shared positions
$DOV$CB$GLW
$388M
86 positions
#6Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$CB$PLTR
$328M
188 positions
#7Sivia Capital Partners, LLCPassive
Some overlap · 3 shared positions
$DOV$FIX$CB
$822M
540 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SHW$CB$DOV
$124M
100 positions
#9Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$KEYS$MKL
$1.2B
297 positions
#10Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$RKLB$PLTR
$1.3B
248 positions
#11SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$RKLB$PLTR
$4.4B
4,072 positions
#12Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$FIX$SHW$CB$MKL
$452M
134 positions
#13Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$EME$KEYS
$418M
232 positions
#14LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$CB$PLTR
$687M
383 positions
#15Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$PLTR$SHW
$259M
181 positions
#16Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$FIX$KEYS$EME
$675M
167 positions
#17C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$DOV$GLW$FIX
$245M
494 positions
#18BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$CB$GLW$DOV
$515M
142 positions
#19TABR Capital Management, LLCActive
Some overlap · 4 shared positions
$GLW$FIX$RKLB$EME
$117M
54 positions
#20MAYPORT, LLCSmart money
Some overlap · 3 shared positions
$DOV$GLW$PLTR
$645M
134 positions
#21Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$EME$PLTR
$161M
666 positions
#22LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$CB$KEYS
$17.5B
169 positions
#23MANCHESTER FINANCIAL INCActive
Some overlap · 4 shared positions
$DOV$FIX$EME$PLTR
$563M
145 positions
#24Front Row Advisors LLCPassive
Some overlap · 3 shared positions
$GLW$DOV$KEYS
$345M
576 positions
#25CFS Investment Advisory Services, LLCPassive
Some overlap · 3 shared positions
$DOV$CB$SHW
$1.5B
357 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.