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Hedge Funds Similar to DONALDSON

13F Portfolio OverlapQ2 2026DONALDSON portfolio →
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Most similar hedge funds by 13F overlap

DONALDSON CAPITAL MANAGEMENT, LLC is an institutional investor managing $3.5B across 311 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 DONALDSON are Matrix, OLD REPUBLIC INTERNATIONAL, MORGAN DEMPSEY, with shared positions in $FAST, $KMB, $MS, $C, $GD, $MCD. The full ranking of 25 similar funds is below.

#1Matrix Trust CoActive
Substantial overlap · 14 shared positions
$FAST$KMB$MS$C$GD$MCD
$690M
101 positions
#2OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 7 shared positions
$MCD$WEC$KMB$PAYX$ETN$XEL
$2.7B
54 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$C$MCD$GD$WEC$OKE$CMI
$233M
122 positions
#4CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$FAST$WEC$PAYX$LIN$TROW
$6.4B
290 positions
#5Somerset Trust CoPassive
Notable overlap · 6 shared positions
$GD$LIN$MCD$WEC$MS$PAYX
$354M
186 positions
#6Cambridge Financial Group, Inc.Active
Notable overlap · 5 shared positions
$C$MCD$ETN$COR$OKE
$287M
33 positions
#7Greenfield Seitz Capital Management, LLCPassive
Notable overlap · 6 shared positions
$PAYX$FAST$ETN$LIN$OKE$CMI
$336M
107 positions
#8Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 4 shared positions
$WSO$KMB$MCD$LIN
$199M
38 positions
#9Hamlin Capital Management, LLCActive
Some overlap · 4 shared positions
$MS$WSO$PAYX$CMI
$4.4B
30 positions
#10Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$KMB$PAYX$O$TROW
$112M
63 positions
#11Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PAYX$GD$O$TROW
$272M
72 positions
#12Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$KMB$O$GD$TROW
$274M
79 positions
#13DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$O$KMB$C$ETN$CMI
$530M
92 positions
#14ALBERT D MASON INCPassive
Some overlap · 6 shared positions
$LIN$ETN$MCD$PAYX$FAST$CMI
$176M
139 positions
#15Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$MS$WEC$LIN$O
$253M
63 positions
#16CALEDONIA INVESTMENTS PLCSmart money
Some overlap · 4 shared positions
$WSO$FAST$PAYX$CTAS
$883M
15 positions
#17MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$LIN$WEC$GD$COR$PAYX
$857M
166 positions
#18Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$MCD$PAYX$GD$OKE$FAST
$455M
57 positions
#19THOMAS STORY & SON LLCActive
Some overlap · 5 shared positions
$FAST$GD$WEC$PAYX$LIN
$283M
53 positions
#20Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$C$GD
$10.2B
208 positions
#21Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$C$MS$GD$COR$CMI
$2.5B
156 positions
#22DEARBORN PARTNERS LLCPassive
Some overlap · 4 shared positions
$MCD$WSO$WEC$CTAS
$1.8B
269 positions
#23Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$MCD$GD$TROW$LIN
$261M
101 positions
#24Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$C$PAYX
$363M
120 positions
#25Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$LIN$GD$WEC$MCD$O
$170M
111 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.