13F Pro

Hedge Funds Similar to DAVIDSON INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026DAVIDSON INVESTMENT ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DAVIDSON INVESTMENT ADVISORS is an institutional investor managing $2.0B across 120 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 INVESTMENT ADVISORS are CAMBIAR INVESTORS, Allen Mooney & Barnes Investment Advisors, RBA Wealth ,, with shared positions in $HON, $LH, $MDT, $SRE, $FDX, $BMY. The full ranking of 25 similar funds is below.

#1CAMBIAR INVESTORS LLCActive
Notable overlap · 6 shared positions
$HON$LH$MDT$SRE$FDX$BMY
$2.2B
145 positions
#2Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$HON$MDT$C$INTU$EOG$SCHW
$695M
159 positions
#3RBA Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MDT$TMUS$BDX$CRM$EOG$CI
$278M
92 positions
#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$TMUS$ANET$CRM$ETN$EOG$SCHW
$180M
58 positions
#5VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$HON$VRTX$TMUS$PGR$CI
$1.6B
316 positions
#6DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$HON$MDT$BDX$SCHW$SRE
$253M
92 positions
#7Talbot Financial, LLCActive
Some overlap · 5 shared positions
$HON$INTU$MDT$CRM$SCHW
$1.2B
66 positions
#8MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$LH$VRTX$BDX$CRM$HON
$482M
106 positions
#9WAYCROSS PARTNERS, LLCActive
Some overlap · 4 shared positions
$HON$C$INTU$BDX
$1.0B
76 positions
#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$HON$INTU$ANET$SCHW$EOG
$506M
75 positions
#11BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 5 shared positions
$C$BDX$PGR$CI$FDX
$14.1B
186 positions
#12Kovitz Investment Group Partners, LLCPassive
Some overlap · 8 shared positions
$VRTX$C$SCHW$TMUS$CRM$BMY
$4.3B
484 positions
#13Tevis Investment ManagementPassive
Some overlap · 5 shared positions
$MDT$HON$EOG$C$FDX
$176M
99 positions
#14Nepsis Inc.Active
Some overlap · 5 shared positions
$MDT$ANET$EOG$CI$BMY
$299M
29 positions
#15BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$HON$C$ETN$BMY$CRM
$326M
390 positions
#16WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$HON$SRE$PGR$EOG
$2.1B
122 positions
#17RE ADVISERS CORPActive
Some overlap · 4 shared positions
$HON$C$ETN$CI
$3.7B
111 positions
#18BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$TMUS$BDX$ANET$FDX$SCHW
$6.1B
61 positions
#19Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$HON$MDT$ETN$INTU
$229M
28 positions
#20Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$HON$C$ETN$MDT
$685M
380 positions
#21Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$HON$TMUS$FDX$SCHW$CRM
$177M
351 positions
#22Foyston, Gordon, & Payne IncPassive
Some overlap · 4 shared positions
$HON$BDX$CRM$OTIS
$434M
67 positions
#23BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 5 shared positions
$VRTX$FTNT$CRM$SCHW$INTU
$900M
137 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$HON$C$MDT$ETN
$5.0B
201 positions
#25BIRCHBROOK, INC.Active
Some overlap · 6 shared positions
$C$FTNT$FDX$CRM$HON$BMY
$204M
291 positions

Compare DAVIDSON INVESTMENT ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View DAVIDSON INVESTMENT ADVISORS’s holdings

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.