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Hedge Funds Similar to D.A. DAVIDSON &

13F Portfolio OverlapQ1 2026D.A. DAVIDSON & portfolio →
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Most similar hedge funds by 13F overlap

D.A. DAVIDSON & CO. is an institutional investor managing $16.5B across 1,567 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 D.A. DAVIDSON & are SENTINEL WEALTH ,, Waldron Private Wealth, Finley Financial,, with shared positions in $DHR, $CTVA, $SNOW, $NEE, $WT, $KKR. The full ranking of 25 similar funds is below.

#1SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$DHR$CTVA$SNOW$NEE$WT
$125M
39 positions
#2Waldron Private Wealth LLCActive
Some overlap · 5 shared positions
$DHR$CTVA$KKR$SNOW$AMGN
$2.6B
342 positions
#3Finley Financial, LLCActive
Some overlap · 4 shared positions
$DHR$CTVA$SNOW$WT
$214M
107 positions
#4Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$DHR$SNOW$AMGN$NEE
$213M
124 positions
#5DAVIDSON TRUST COPassive
Some overlap · 8 shared positions
$DHR$KKR$CB$NEE$CMI$PFE
$232M
176 positions
#6Anomaly Capital Management, LPActive
Some overlap · 3 shared positions
$DHR$CTVA$PLD
$1.7B
21 positions
#7Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$DHR$CB$KKR$NEE
$188M
87 positions
#8Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$DHR$KKR$WT$LOW
$90M
65 positions
#9Hardy Reed LLCActive
Some overlap · 5 shared positions
$DHR$KKR$SNOW$CTVA$NEE
$1.4B
243 positions
#10Nolet Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$SNOW$CB
$176M
92 positions
#11LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DHR$SNOW$WT$KKR
$1.0B
232 positions
#12Schubert & CoActive
Some overlap · 3 shared positions
$DHR$KKR$NEE
$123M
69 positions
#13guardian investment managementActive
Some overlap · 3 shared positions
$DHR$KKR$AMGN
$127M
60 positions
#14Family Legacy Financial Solutions, LLCActive
Some overlap · 3 shared positions
$DHR$CMI$WT
$124M
44 positions
#15Manuka Financial, LLCActive
Some overlap · 4 shared positions
$DHR$SNOW$KKR$LOW
$162M
56 positions
#16Sequoia Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DHR$SNOW$NEE
$17.9B
1,921 positions
#17Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$DHR$KKR$CMI$SNOW
$300M
80 positions
#18Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$SNOW$CTVA$KKR$CB$NEE$WT
$123M
111 positions
#19Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$DHR$PFE$ADP
$199M
40 positions
#20AMG National Trust BankActive
Some overlap · 4 shared positions
$DHR$CTVA$LOW$SNOW
$4.6B
476 positions
#21FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DHR$KKR$PFE
$133M
121 positions
#22Capital Developers, LLCActive
Some overlap · 3 shared positions
$DHR$WT$LOW
$111M
52 positions
#23Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$NEE$KKR
$1.0B
279 positions
#24FC Advisory LLCActive
Some overlap · 3 shared positions
$DHR$SNOW$CB
$342M
115 positions
#25CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DHR$KKR$SNOW
$185M
76 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.