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 DAVIS-REA LTD.

13F Portfolio OverlapQ2 2026DAVIS-REA LTD. portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DAVIS-REA LTD. is an institutional investor managing $351M across 45 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DAVIS-REA LTD. are DKRT Investments, FLOSSBACH VON STORCH SE, COMPASS, with shared positions in $TMO, $SYK, $TRI, $WFC, $DIS, $LIN. The full ranking of 25 similar funds is below.

#1DKRT Investments Corp.Active

Notable overlap · 5 shared positions

$TMO $SYK $TRI $WFC $DIS

$409M

50 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$TMO $SYK $LIN $SPGI $ABT $ACN

$22.1B

106 positions

#3COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$TMO $SYK $LIN $SPGI $CTAS $ACN

$1.7B

91 positions

#4Covington Investment Advisors Inc.Active

Notable overlap · 7 shared positions

$PNC $TMO $SNPS $SPGI $MCD $ABT

$774M

73 positions

#5Rempart Asset Management Inc.Active

Notable overlap · 4 shared positions

$TMO $SYK $WFC $ROP

$488M

36 positions

#6GRANDFIELD & DODD, LLCActive

Notable overlap · 8 shared positions

$SNPS $SYK $LIN $CB $DIS $UL

$1.9B

217 positions

#7DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$TMO $SYK $SNPS $CB

$124M

100 positions

#8Phraction Management LLCActive

Notable overlap · 5 shared positions

$TMO $LIN $SNPS $WFC $SPGI

$596M

66 positions

#9Evelyn Partners Investment Management Services Ltd

Notable overlap · 8 shared positions

$SYK $MCD $CB $TMO $DIS $SPGI

$850M

281 positions

#10GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 4 shared positions

$PNC $TMO $LIN $MCD

$1.9B

276 positions

#11Midway Capital Research & ManagementActive

Notable overlap · 5 shared positions

$SYK $SNPS $MCD $SHOP $DIS

$126M

114 positions

#12Greystone Financial Group, LLCPassive

Notable overlap · 4 shared positions

$SNPS $TMO $MCD $LIN

$358M

74 positions

#13C Partners Holding GmbHActive

Notable overlap · 3 shared positions

$TMO $SYK $SPGI

$330M

15 positions

#14Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TMO $LIN $WFC $SPGI $SYK $XYL

$660M

385 positions

#15Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$TMO $SNPS $LIN $CTAS

$373M

28 positions

#16PGGM InvestmentsActive

Notable overlap · 5 shared positions

$TMO $SNPS $LIN $ABT $ROP

$4.1B

59 positions

#17Veritas Asset Management LLPActive

Notable overlap · 4 shared positions

$TMO $SYK $SPGI $OTIS

$5.6B

21 positions

#18WORMSER FRERES GESTIONActive

Notable overlap · 4 shared positions

$TMO $SYK $XYL $ABT

$177M

66 positions

#19PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$TMO $SYK $SPGI $ROK

$836M

93 positions

#20CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$TMO $MCD $LIN $CB $SPGI $XYL

$767M

184 positions

#21MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$PNC $WFC $TMO $PYPL $ABT

$1.2B

106 positions

#22Liberty Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$TMO $CB $MCD $SYK $CTAS $ABT

$582M

184 positions

#23LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 4 shared positions

$SYK $TMO $SNPS $ABT

$10.3B

565 positions

#24M. Kraus & CoPassive

Notable overlap · 6 shared positions

$TMO $LIN $ABT $ROK $DIS $OTIS

$377M

86 positions

#25LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$SYK $MCD $CB $ABT $ACN $OTIS

$273M

104 positions

Compare DAVIS-REA LTD.’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 DAVIS-REA LTD.’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.