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Hedge Funds Similar to Dorsey & Whitney

13F Portfolio OverlapQ1 2026Dorsey & Whitney portfolio →
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Most similar hedge funds by 13F overlap

Dorsey & Whitney Trust CO LLC is an institutional investor managing $1.8B across 710 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 Dorsey & Whitney are MAIRS & POWER, W ADVISORS,, EDGAR LOMAX /VA, with shared positions in $GGG, $FAST, $ECL, $LFUS, $TTC, $MSI. The full ranking of 25 similar funds is below.

#1MAIRS & POWER INCActive
Notable overlap · 12 shared positions
$GGG$FAST$ECL$LFUS$TTC$MSI
$9.8B
245 positions
#2W ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDLZ$MAR$KKR$VZ
$195M
141 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MDLZ$UNH$WFC$ABT
$1.4B
56 positions
#4LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MDLZ$MSI$LNT$UNH$VZ
$970M
154 positions
#5RBO & CO LLCActive
Some overlap · 3 shared positions
$MDLZ$GGG$ABT
$620M
57 positions
#6M. Kraus & CoActive
Some overlap · 4 shared positions
$MDLZ$ECL$ABT$VZ
$343M
81 positions
#7Wealth Group LtdSmart money
Some overlap · 4 shared positions
$MDLZ$MAR$PCAR$UNH
$439M
94 positions
#8Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MDLZ$UNH$ABT$VZ
$139M
62 positions
#9ATTICUS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MDLZ$MAR$KKR
$369M
181 positions
#10Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$MDLZ$UNH$HON
$434M
67 positions
#11HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PCAR$MDLZ$UNH$WFC
$32.4B
465 positions
#12CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$MDLZ$HON$VZ
$1.4B
80 positions
#13PCB Capital LLCPassive
Some overlap · 4 shared positions
$MDLZ$FAST$WFC$VZ
$63M
101 positions
#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDLZ$FAST$HON
$6.4B
290 positions
#15CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$MDLZ$UNH$HON$VZ
$5.0B
55 positions
#16BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$MDLZ$WFC$HON$ABT
$2.3B
264 positions
#17Investors Research CorpPassive
Some overlap · 3 shared positions
$MDLZ$KKR$VZ
$523M
848 positions
#18Taproot Management LPPassive
Some overlap · 4 shared positions
$MAR$MDLZ$FAST$ABT
$530M
180 positions
#19MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 4 shared positions
$GGG$FAST$ECL$NVT
$584M
141 positions
#20CULBERTSON A N & CO INCPassive
Some overlap · 4 shared positions
$MDLZ$MAR$WFC$ABT
$771M
132 positions
#21Veridan Wealth LLCActive
Some overlap · 3 shared positions
$MDLZ$WFC$KKR
$270M
80 positions
#22TRITONPOINT WEALTH, LLCPassive
Some overlap · 5 shared positions
$MDLZ$MAR$WFC$ABT$KKR
$934M
268 positions
#23Lynch Investment Planning, LLCActive
Some overlap · 3 shared positions
$MDLZ$WFC$HON
$111M
54 positions
#24RIA Advisory Group LLCPassive
Some overlap · 3 shared positions
$MDLZ$WFC$LNT
$421M
145 positions
#25VILLERE ST DENIS J & CO LLCActive
Some overlap · 3 shared positions
$MDLZ$ABT$VZ
$907M
76 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.