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Hedge Funds Similar to DAVIDSON INVESTMENT ADVISORS

13F Portfolio OverlapQ3 2026DAVIDSON INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

DAVIDSON INVESTMENT ADVISORS is an institutional investor managing $2.4B across 122 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DAVIDSON INVESTMENT ADVISORS are WealthBridge Investment Counsel, BOURGEON, Cambridge Financial Group, with shared positions in $ETN, $C, $LH, $MDT, $BA, $FDXF. The full ranking of 25 similar funds is below.

#1WealthBridge Investment Counsel Inc.Active
Notable overlap · 7 shared positions
$ETN$C$LH$MDT$BA$FDXF
$377M
44 positions
#2BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$ETN$C$BA$QCOM$EOG$ADI
$696M
113 positions
#3Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$ETN$C$ANET$BA$FDXF
$287M
33 positions
#4CITIZENS & NORTHERN CORPActive
Some overlap · 7 shared positions
$ADI$CVS$C$ETN$SCHW$MDT
$438M
117 positions
#5CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ETN$ADI$MDT$SCHW$PM
$857M
179 positions
#6TOWER TRUST & INVESTMENT CoPassive
Some overlap · 7 shared positions
$ADI$C$CVS$ETN$BA$SCHW
$165M
247 positions
#7Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$C$ADI$CI$SCHW$PM
$222M
88 positions
#8RE ADVISERS CORPActive
Some overlap · 4 shared positions
$ETN$C$CI$BA
$4.0B
124 positions
#9Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$MDT$CVS$BA$QCOM
$160M
124 positions
#10SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$C$MDT$PGR$PM$AZN
$145M
43 positions
#11MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$ETN$C$CVS$PM$AZN
$491M
120 positions
#12NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$ADI$ETN$MDT$BA
$381M
144 positions
#13Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$CVS$SCHW$PM$AZN
$638M
194 positions
#14VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$CPT$CVS$BA$SCHW$FDXF$QCOM
$35.1B
90 positions
#15R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$ADI$C$BA$QCOM$PM$FDXF
$188M
39 positions
#16Bedell Frazier Investment Counselling, LLC
Some overlap · 5 shared positions
$C$ETN$BA$SCHW$EOG
$495M
128 positions
#17Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$C$ANET$ETN$VRTX
$115M
89 positions
#18Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$C$ANET$QCOM$CVS$SCHW
$267M
114 positions
#19BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$C$MDT$PGR$PM$AZN
$171M
116 positions
#20CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$LH$SRE$MDT$FDXF
$2.3B
150 positions
#21Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ETN$ADI$QCOM$MDT
$170M
61 positions
#22Nippon Life Global Investors Americas, Inc.Active
Some overlap · 5 shared positions
$C$MDT$CVS$VRTX$SRE
$2.5B
101 positions
#23Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$C$ANET$PGR$VRTX
$127M
58 positions
#24Retirement Planning Co of New England, Inc.Passive
Some overlap · 5 shared positions
$ETN$CVS$BA$PM$QCOM
$263M
256 positions
#25CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$ETN$ANET$SCHW$EOG
$195M
67 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.