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Hedge Funds Similar to MCDONALD PARTNERS

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

MCDONALD PARTNERS LLC is an institutional investor managing $424M across 208 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 MCDONALD PARTNERS are Catherine Avery Investment, Estabrook, SKBA, with shared positions in $PSX, $C, $IBM, $BMY, $AMGN, $LHX. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$PSX$C$IBM$BMY$AMGN$LHX
$223M
109 positions
#2Estabrook Capital ManagementPassive
Notable overlap · 8 shared positions
$C$IBM$COP$ETN$HON$BAC
$685M
380 positions
#3SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$PSX$C$IBM$COP$AMGN$LHX
$728M
79 positions
#4FIRST FINANCIAL BANKSHARES INCActive
Notable overlap · 7 shared positions
$ETN$C$COP$AMGN$HON$LHX
$5.0B
201 positions
#5Nordwand Advisors, LLCPassive
Notable overlap · 5 shared positions
$ETN$PSX$AMGN$LHX$TMO
$572M
150 positions
#6Argyle Capital Management, LLCPassive
Notable overlap · 6 shared positions
$IBM$COP$AMGN$BMY$PSX$BAC
$308M
137 positions
#7Bouvel Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$LITE$ETN$IBM$HON$GE
$345M
78 positions
#8MEYER HANDELMAN COActive
Notable overlap · 7 shared positions
$IBM$AMGN$ETN$HON$GE$GILD
$3.2B
220 positions
#9SEARLE & CO.Passive
Some overlap · 7 shared positions
$IBM$BMY$HON$ETN$BAC$YUM
$398M
194 positions
#10Reliant Investment Management, LLCPassive
Some overlap · 5 shared positions
$ETN$IBM$TMO$LHX$COP
$207M
53 positions
#11OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$BMY$IBM$HON$BAC$GILD$ROK
$193M
108 positions
#12RE ADVISERS CORPActive
Some overlap · 5 shared positions
$ETN$C$COP$HON$BAC
$3.7B
111 positions
#13BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 6 shared positions
$ETN$C$HON$BMY$PSX$TMO
$326M
390 positions
#14BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ETN$C$COP$BAC
$578M
108 positions
#15CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$AMGN$HON$BAC$GE$GILD
$1.3B
118 positions
#16CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 7 shared positions
$C$COP$HON$BMY$BAC$GILD
$203M
151 positions
#17Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$LITE$C$AMGN$JHG
$477M
70 positions
#18Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$ETN$C$BAC$GE
$267M
33 positions
#19Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$ETN$PSX$C$GILD
$503M
87 positions
#20Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$ETN$COP$AMGN$BAC$GE
$163M
52 positions
#21AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$ETN$TMO$AMGN$C$IBM
$1.4B
114 positions
#22ALBION FINANCIAL GROUP /UTActive
Some overlap · 7 shared positions
$COP$GE$C$JHG$HON$TMO
$1.5B
737 positions
#23MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$PSX$COP$BMY$LHX$GILD
$115M
98 positions
#24American Assets Investment Management, LLCActive
Some overlap · 6 shared positions
$PSX$C$BAC$GE$IBM$AMGN
$1.5B
146 positions
#25Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 6 shared positions
$IBM$TMO$COP$MAR$AMGN$ETN
$153M
344 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.