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Hedge Funds Similar to DONALDSON ,

13F Portfolio OverlapQ1 2026DONALDSON , portfolio →
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Most similar hedge funds by 13F overlap

DONALDSON CAPITAL MANAGEMENT, LLC is an institutional investor managing $3.1B across 235 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 DONALDSON , are Exeter Financial,, MORGAN DEMPSEY, MORTON COMMUNITY BANK, with shared positions in $RELX, $MCD, $GD, $IBM, $TROW, $LMT. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive
Notable overlap · 6 shared positions
$RELX$MCD$GD$IBM$TROW$LMT
$245M
98 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$C$MCD$GD$WEC$IBM$LMT
$220M
148 positions
#3MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$MS$C$WEC$XEL$ETN$LMT
$460M
115 positions
#4CALEDONIA INVESTMENTS PLCSmart money
Some overlap · 5 shared positions
$FAST$WSO$PAYX$CTAS$MCO
$856M
15 positions
#5Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$MCD$PCAR$GD$ETN$LMT
$184M
32 positions
#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$FAST$WEC$PAYX$TROW$LMT
$6.4B
290 positions
#7GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$FAST$PAYX$IBM$CTAS$ETN
$1.1B
389 positions
#8MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WEC$COR$GD$PAYX$MCD
$835M
170 positions
#9DEARBORN PARTNERS LLCActive
Some overlap · 4 shared positions
$MCD$WSO$WEC$CTAS
$1.8B
269 positions
#10Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$C$GD$IBM
$183M
104 positions
#11Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$C$MCD$COR$ETN
$267M
33 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$GD$IBM$MCD$LMT
$170M
82 positions
#13Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$C$GD
$9.8B
213 positions
#14Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$C$PAYX
$343M
115 positions
#15Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$GD$IBM$TROW
$245M
83 positions
#16Oak Asset Management, LLCActive
Some overlap · 3 shared positions
$FAST$MS$MCD
$290M
108 positions
#17Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$WSO$PAYX
$4.1B
30 positions
#18Paradiem, LLCPassive
Some overlap · 4 shared positions
$FAST$PCAR$GD$LMT
$454M
70 positions
#19Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$MCD$GD$PAYX$LMT$FAST
$449M
56 positions
#20THOMAS STORY & SON LLCPassive
Some overlap · 4 shared positions
$FAST$GD$WEC$PAYX
$261M
51 positions
#21BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$MCD$WEC$IBM$GD
$134M
211 positions
#22BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 4 shared positions
$FAST$GD$PAYX$IBM
$222M
34 positions
#23Oliver Luxxe Assets LLCPassive
Some overlap · 4 shared positions
$C$MS$PCAR$XEL
$668M
200 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$MCD$IBM$LMT
$353M
78 positions
#25Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 5 shared positions
$C$MCD$IBM$ETN$LMT
$495M
128 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.