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Hedge Funds Similar to THOMPSON DAVIS & ,

13F Portfolio OverlapQ1 2026THOMPSON DAVIS & , portfolio →
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Most similar hedge funds by 13F overlap

THOMPSON DAVIS & CO., INC. is an institutional investor managing $150M across 141 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to THOMPSON DAVIS & , are Mosaic Advisors, Brendel Financial Advisors, Sivia Partners,, with shared positions in $SHW, $DOV, $HUM, $MKL, $CB, $GE. The full ranking of 25 similar funds is below.

#1Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$SHW$DOV$HUM$MKL
$67M
42 positions
#2Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$SHW$CB
$202M
95 positions
#3Sivia Capital Partners, LLCPassive
Some overlap · 6 shared positions
$DOV$GE$TJX$FIX$CB$GEV
$516M
455 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$HUM$CB$TJX
$446M
104 positions
#5New England Private Wealth Advisors LLCActive
Some overlap · 4 shared positions
$DOV$HUM$AFRM$MKL
$866M
194 positions
#6Colter Lewis Investment Partners LLCPassive
Some overlap · 4 shared positions
$DOV$HUM$CB$MKL
$106M
111 positions
#7Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$DOV$HUM$MKL
$269M
506 positions
#8Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$HUM$MKL
$151M
54 positions
#9Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$HUM$MKL
$186M
163 positions
#10Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$CB$MKL
$445M
115 positions
#11HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$GEV$GE
$260M
1,210 positions
#12LS Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$HUM$CB$TJX
$668M
126 positions
#13Kaizen Financial StrategiesPassive
Some overlap · 4 shared positions
$SHW$HUM$GEV$GE
$236M
174 positions
#14Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$DOV$HUM$MKL$API
$90M
65 positions
#15LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$HUM$SHW
$595M
360 positions
#16Peregrine Asset Advisers, Inc.Passive
Some overlap · 4 shared positions
$SHW$FIX$GE$KEYS
$371M
189 positions
#17HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$SHW$HUM$TJX$MKL
$280M
107 positions
#18Hel Ved Capital Management LtdActive
Some overlap · 5 shared positions
$SHW$FIX$DY$EME$KEYS
$844M
56 positions
#19Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$HUM$GE
$443M
117 positions
#20Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$HUM$RKLB
$1.1B
244 positions
#21Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$FIX$SHW$CB$MKL
$373M
96 positions
#22Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$GEV$SHW$CB$GE$TJX
$227M
77 positions
#23CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 5 shared positions
$HUM$GEV$GE$TJX$MKL
$689M
198 positions
#24New Millennium Group LLC
Some overlap · 5 shared positions
$FIX$GEV$GE$DY$MKL
$231M
407 positions
#25KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$FIX$SHW$HUM$GE$EME
$194M
99 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.