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Hedge Funds Similar to DAVIS SELECTED ADVISERS

13F Portfolio OverlapQ1 2026DAVIS SELECTED ADVISERS portfolio →
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Most similar hedge funds by 13F overlap

DAVIS SELECTED ADVISERS is an institutional investor managing $21.8B across 112 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 DAVIS SELECTED ADVISERS are MATRIX ASSET ADVISORS /NY, ENGLISH, EDGAR LOMAX /VA, with shared positions in $USB, $TXN, $TSN, $AMAT, $WFC, $PNC. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$USB$TXN$TSN$AMAT$WFC$PNC
$1.1B
105 positions
#2ENGLISH CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$CI$TXN$COF$MKL$AMAT$SE
$171M
36 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$CVS$USB$UNH$TXN$WFC$COP
$1.4B
56 positions
#4GLENVIEW CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$CVS$VTRS$CI$AMAT
$4.0B
44 positions
#5CONTINENTAL ADVISORS LLCPassive
Notable overlap · 3 shared positions
$VTRS$COF$WFC
$196M
50 positions
#6PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$TSN$CVS$COF$WFC
$30.8B
158 positions
#7Callodine Capital Management, LPActive
Notable overlap · 4 shared positions
$VTRS$COF$WFC$OC
$1.4B
56 positions
#8LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$USB$WFC$AMAT$UNH
$273M
52 positions
#9Kiltearn Partners LLPActive
Notable overlap · 4 shared positions
$CVS$CI$LYB$SOLV
$372M
25 positions
#10Berkeley Capital Partners, LLCActive
Notable overlap · 4 shared positions
$USB$MKL$COP$CB
$431M
184 positions
#11Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$USB$MKL$COP$SE
$160M
82 positions
#12Alexander Randolph Advisory, Inc.Active
Notable overlap · 4 shared positions
$CVS$VTRS$CI$AXP
$116M
54 positions
#13Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$USB$MKL$COP
$382M
55 positions
#14PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Notable overlap · 3 shared positions
$USB$MKL$COP
$1.6B
236 positions
#15KEYVANTAGE WEALTH, LLCActive
Notable overlap · 5 shared positions
$USB$TXN$COP$AMAT$SOLV
$227M
92 positions
#16Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$MKL$COP$SE$UNH
$284M
91 positions
#17Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$TXN$COP$MKL
$318M
87 positions
#18R.H. Investment Group, LLCPassive
Notable overlap · 4 shared positions
$USB$WFC$UNH$COP
$130M
45 positions
#19Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 5 shared positions
$USB$TXN$CI$UNH$DGX
$39.1B
628 positions
#20Cander Asset Management LPActive
Notable overlap · 3 shared positions
$COF$USB$RKT
$557M
43 positions
#21Factorial Partners, LLCPassive
Notable overlap · 7 shared positions
$CI$VTRS$MGM$SOLV$COP$PPLI
$138M
60 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$USB$MKL$AXP
$280M
107 positions
#23Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$USB$TXN$COP
$170M
38 positions
#24Avant Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$TXN$COP
$142M
65 positions
#25apricus wealth, LLCPassive
Notable overlap · 6 shared positions
$CTRA$TSN$CB$LYB$CI$PNC
$205M
120 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.