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Hedge Funds Similar to D.A. DAVIDSON

13F Portfolio OverlapQ2 2026D.A. DAVIDSON portfolio →
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Most similar hedge funds by 13F overlap

D.A. DAVIDSON & CO. is an institutional investor managing $18.1B across 1,593 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 D.A. DAVIDSON are Loudon Investment, DAVIDSON, Stone Summit Wealth, with shared positions in $CMI, $NEE, $ADP, $AMGN, $QCOM, $PLD. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive
Some overlap · 7 shared positions
$CMI$NEE$ADP$AMGN$QCOM$PLD
$204M
95 positions
#2DAVIDSON TRUST COPassive
Some overlap · 8 shared positions
$CB$CMI$NEE$ADP$PEP$LOW
$256M
190 positions
#3Stone Summit Wealth LLCPassive
Some overlap · 7 shared positions
$CMI$NEE$QCOM$PEP$LOW$ECL
$394M
144 positions
#4Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$CMI$NEE$AMGN$QCOM$PEP$LOW
$170M
121 positions
#5PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 6 shared positions
$CMI$ADP$AMGN$QCOM$LOW$PEP
$401M
106 positions
#6Wealth Group, Ltd.Passive
Some overlap · 6 shared positions
$CMI$ADP$AMGN$QCOM$LOW$PEP
$401M
106 positions
#7DDD Partners, LLCActive
Some overlap · 6 shared positions
$CMI$CB$QCOM$PLD$PEP$BA
$1.6B
165 positions
#8Verity & Verity, LLCActive
Some overlap · 6 shared positions
$CMI$NEE$AMGN$PFE$PLD$PEP
$1.5B
138 positions
#9ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$CMI$CB$ADP$AMGN$QCOM
$549M
195 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$CB$NEE$AMGN$PEP$LOW$QCOM
$8.0B
1,334 positions
#11CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$CB$NEE$ADP$SPGI$PLD$PEP
$767M
184 positions
#12Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$CMI$CB$NEE$AMGN$PEP
$297M
129 positions
#13Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$CB$NEE$ADP$SPGI$PLD$LOW
$145M
99 positions
#14Somerset Trust CoPassive
Some overlap · 6 shared positions
$CB$NEE$ADP$AMGN$PEP$LOW
$354M
186 positions
#15MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 7 shared positions
$ADP$AMGN$QCOM$NEE$PEP$LOW
$271M
254 positions
#16Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$CMI$NEE$ADP$AMGN$QCOM
$111M
62 positions
#17LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$CB$NEE$ADP$SPGI$AMGN$BA
$152M
84 positions
#18Rachor Investment Advisory Services, LLCActive
Some overlap · 6 shared positions
$CMI$NEE$PEP$PFE$ECL$BA
$203M
203 positions
#19MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CB$NEE$ADP$AMGN$LOW$ECL
$857M
166 positions
#20Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$CB$NEE$ADP$PFE$PEP$ECL
$116M
240 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$NEE$ADP$AMGN$PEP
$239M
126 positions
#22BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$CB$ADP$SPGI$AMGN$PEP$LOW
$346M
113 positions
#23DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$CMI$PFE$PEP$LOW$ADP$BA
$530M
92 positions
#24FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$CB$NEE$AMGN$QCOM$PEP$LOW
$1.3B
393 positions
#25ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$CMI$CB$NEE$AMGN$QCOM
$2.8B
914 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.