How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Harold Davidson & Associates

13F Portfolio OverlapQ1 2026Harold Davidson & Associates portfolio →

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Most similar hedge funds by 13F overlap

Harold Davidson & Associates Inc. is an institutional investor managing $231M across 59 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 Harold Davidson & Associates are WD RUTHERFORD, Teamwork Financial Advisors,, NS Partners Ltd, with shared positions in $CRWD, $GE, $TJX, $SYK, $GEV, $AXP. The full ranking of 25 similar funds is below.

#1WD RUTHERFORD LLCPassive

Notable overlap · 6 shared positions

$CRWD $GE $TJX $SYK $GEV $AXP

$225M

71 positions

#2Teamwork Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$PWR $CRWD $TJX $GE $GEV $AXP

$946M

216 positions

#3NS Partners LtdActive

Notable overlap · 8 shared positions

$MAR $SYK $GE $GEV $MCD $WFC

$2.2B

71 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $SYK $AXP $MCD $NOC $CB

$446M

104 positions

#5CHILTON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $PWR $GEV $AXP $SYK $LOW

$2.9B

658 positions

#6TRUSTCO BANK CORP N YPassive

Notable overlap · 7 shared positions

$GE $GEV $AXP $MCD $LOW $KO

$113M

71 positions

#7Cambridge Financial Group, Inc.Active

Some overlap · 5 shared positions

$GE $TJX $GEV $MCD $CAH

$267M

33 positions

#8Longbow Finance SAPassive

Some overlap · 6 shared positions

$TJX $GE $PWR $MCD $GEV $KO

$552M

55 positions

#9CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 7 shared positions

$MAR $GE $GEV $AXP $MCD $LOW

$689M

198 positions

#10New England Research & Management, Inc.Passive

Some overlap · 8 shared positions

$PWR $GEV $MCD $CRWD $WFC $CB

$237M

143 positions

#11Bank of New HampshirePassive

Some overlap · 7 shared positions

$TJX $MAR $SYK $CAH $GE $LOW

$437M

542 positions

#12Pavion Blue Capital, LLCPassive

Some overlap · 7 shared positions

$GE $GEV $AXP $MCD $WFC $KO

$230M

108 positions

#13Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$TJX $PWR $MAR $MCD $KO

$450M

187 positions

#14BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PWR $TJX $GE $GEV $AXP

$360M

106 positions

#15Sun Financial IncPassive

Some overlap · 6 shared positions

$PWR $CRWD $TJX $GEV $GE $AXP

$200M

159 positions

#16Trivant Custom Portfolio Group, LLCPassive

Some overlap · 6 shared positions

$GE $SYK $LOW $NOC $CRWD $ABT

$182M

82 positions

#17CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$TJX $PWR $MCD $RSG $CB $ADP

$739M

164 positions

#18Marble Harbor Investment Counsel, LLCActive

Some overlap · 8 shared positions

$GE $SYK $GEV $MCD $WFC $KO

$923M

192 positions

#19CONNORS INVESTOR SERVICES INCActive

Some overlap · 7 shared positions

$TJX $PWR $LOW $WFC $CB $KO

$1.1B

149 positions

#20Meadowbrook Wealth Management, LLCPassive

Some overlap · 5 shared positions

$GE $CRWD $TJX $GEV $ABT

$75M

65 positions

#21Peachtree Investment Partners, LLCActive

Some overlap · 9 shared positions

$TJX $MAR $NOC $SYK $MCD $ABT

$262M

129 positions

#22PRINCETON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CRWD $PWR $GEV $GE $WFC

$367M

139 positions

#23HERBST GROUP, LLCPassive

Some overlap · 4 shared positions

$GE $CRWD $GEV $KTOS

$162M

59 positions

#24Michael Brady & Co., LLCActive

Some overlap · 7 shared positions

$TJX $GE $GEV $AXP $MCD $ABT

$100M

54 positions

#25BAXTER BROS INCPassive

Some overlap · 8 shared positions

$GE $GEV $AXP $WFC $CB $KO

$810M

166 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.