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Hedge Funds Similar to DAVIDSON

13F Portfolio OverlapQ1 2026DAVIDSON portfolio →
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Most similar hedge funds by 13F overlap

DAVIDSON TRUST CO is an institutional investor managing $232M across 176 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 DAVIDSON are WOODLEY FARRA MANION PORTFOLIO, Minot DeBlois Advisors, Delaney Dennis R, with shared positions in $DHR, $ABT, $CB, $NEE, $ADP, $HON. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 8 shared positions
$DHR$ABT$CB$NEE$ADP$HON
$2.1B
122 positions
#2Minot DeBlois Advisors LLCPassive
Notable overlap · 9 shared positions
$DHR$ABT$CB$NEE$ADP$HON
$110M
226 positions
#3Delaney Dennis RPassive
Some overlap · 5 shared positions
$DHR$ABT$NEE$ADP$HON
$282M
60 positions
#4D.A. DAVIDSON & CO.Passive
Some overlap · 8 shared positions
$DHR$KKR$CB$NEE$CMI$PFE
$16.5B
1,567 positions
#5Elefante Mark BPassive
Some overlap · 5 shared positions
$DHR$ABT$NEE$ADP$HON
$182M
58 positions
#6SOMERVILLE KURT FPassive
Some overlap · 5 shared positions
$DHR$ABT$NEE$ADP$HON
$379M
91 positions
#7Dempze Nancy EPassive
Some overlap · 5 shared positions
$DHR$ABT$ADP$NEE$CB
$182M
92 positions
#8BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$ABT$CB$NEE$HON$KO$LOW
$199M
110 positions
#9Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$ABT$DHR$NEE$ADP$LOW
$219M
68 positions
#10Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$DHR$ABT$ADP$DIS$KO
$506M
79 positions
#11Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$DHR$ABT$NEE$ADP
$1.2B
135 positions
#12Broderick Brian CActive
Some overlap · 4 shared positions
$DHR$ABT$ADP$NEE
$542M
95 positions
#13PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$DHR$ABT$ADP$NEE
$343M
67 positions
#14Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$ABT$MDY$NEE$ADP$KO$LOW
$448M
108 positions
#15PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$ABT$DHR$NEE$HON$DIS$LOW
$412M
83 positions
#16ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$ABT$MDY$HON$LOW$KO$CMI
$228M
90 positions
#17Berkshire BankPassive
Some overlap · 6 shared positions
$KKR$DHR$CB$NEE$VZ$DIS
$488M
157 positions
#18Chesley Taft & Associates LLCPassive
Some overlap · 5 shared positions
$DHR$ABT$CB$HON$KO
$2.4B
370 positions
#19Baker Chad RActive
Some overlap · 4 shared positions
$DHR$ABT$ADP$LOW
$530M
56 positions
#20LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$DHR$ABT$ADP$LOW
$10.0B
560 positions
#21SFE Investment CounselPassive
Some overlap · 6 shared positions
$ABT$DHR$NEE$HON$CMI$LOW
$635M
143 positions
#22Good Harbor Advisors, Inc.Passive
Some overlap · 7 shared positions
$ABT$NEE$DHR$PFE$CB$VZ
$92M
82 positions
#23McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$DHR$ABT$NEE
$333M
77 positions
#24Socorro Asset Management LPPassive
Some overlap · 5 shared positions
$DHR$NEE$PFE$DIS$KO
$221M
32 positions
#25Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$ABT$DHR$ADP$HON$KO
$583M
140 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.