How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to FIDELITY D & D BANCORP

13F Portfolio OverlapQ1 2026FIDELITY D & D BANCORP portfolio →

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Most similar hedge funds by 13F overlap

FIDELITY D & D BANCORP INC is an institutional investor managing $249M across 107 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 FIDELITY D & D BANCORP are Wolfstich ,, Wheelhouse Advisory Group, Ballast Financial Advisors, with shared positions in $HUM, $IBM, $WT, $ADP, $AMN, $PM. The full ranking of 25 similar funds is below.

#1Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $IBM $WT $ADP

$114M

45 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$HUM $AMN $PM $NEE $MCD

$302M

51 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $AMN $UNIT

$98M

68 positions

#4Wealth Architects, LLCPassive

Notable overlap · 6 shared positions

$HUM $AMN $AGQ $NEE $WT $UNIT

$1.1B

244 positions

#5MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$HUM $AMN $AGQ $IBM

$824M

231 positions

#6Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $AMN $UNIT

$745M

219 positions

#7FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $AMN $UNIT

$176M

104 positions

#8Mendel Capital Management LLCPassive

Notable overlap · 5 shared positions

$HUM $IBM $AGQ $ADP $LMT

$199M

97 positions

#9Paragon Capital Management LtdActive

Notable overlap · 7 shared positions

$HUM $AMN $AGQ $WT $UNIT $ET

$476M

199 positions

#10Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $AMN $AXP

$379M

174 positions

#11Family Investment Center, Inc.Active

Notable overlap · 4 shared positions

$HUM $AMN $UNIT $WT

$520M

91 positions

#12PDS Planning, IncPassive

Notable overlap · 3 shared positions

$HUM $AMN $UNIT

$1.5B

561 positions

#13Stokes Family Office, LLCPassive

Notable overlap · 4 shared positions

$HUM $AMN $PM $UNIT

$969M

276 positions

#14CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$HUM $IBM $MCD $WT $LMT

$184M

66 positions

#15Sherman Wealth Management LLCPassive

Notable overlap · 6 shared positions

$HUM $AGQ $WT $DIA $AMN $UNIT

$116M

80 positions

#16Hapanowicz & Associates Financial Services, IncSmart money

Notable overlap · 5 shared positions

$HUM $PNC $DIA $MCD $LMT

$251M

31 positions

#17Plotkin Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $IBM $AGQ $NEE

$199M

100 positions

#18New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $AMN $WT $AGQ

$866M

194 positions

#19GreatBanc Trust COActive

Notable overlap · 5 shared positions

$HUM $DIA $WT $UNIT $MCD

$143M

67 positions

#20Grove Street Fiduciary, LLCActive

Notable overlap · 6 shared positions

$HUM $IBM $WT $ADP $UNIT $PM

$227M

74 positions

#21Jackson, Grant Investment Advisers, Inc.Active

Notable overlap · 4 shared positions

$HUM $MCD $AGQ $IBM

$300M

398 positions

#22Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MCD $WT $LMT

$239M

158 positions

#23E&G Advisors, LPPassive

Notable overlap · 4 shared positions

$HUM $WT $NEE $UNIT

$449M

236 positions

#24WEST PACES ADVISORS INC.Active

Notable overlap · 4 shared positions

$HUM $AGQ $NEE $MCD

$516M

197 positions

#25Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $ADP $PNC $PM

$333M

88 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.