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Hedge Funds Similar to DDD Partners,

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

DDD Partners, LLC is an institutional investor managing $1.5B across 135 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 DDD Partners, are HOWLAND, Applied /FL, Cohen Investment Advisors, with shared positions in $DHR, $CB, $REGN, $WSO, $TEL, $NOW. The full ranking of 25 similar funds is below.

#1HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$DHR$CB$REGN$WSO$TEL$NOW
$2.5B
262 positions
#2Applied Capital LLC/FLActive
Some overlap · 6 shared positions
$ORI$CME$WSO$BA$CB$GPC
$212M
92 positions
#3Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$CB$BAC$KMI$BA$NOW$DIS
$210M
79 positions
#4GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 6 shared positions
$BAC$ABT$PLD$BA$NOW$DIS
$328M
83 positions
#5MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$BAC$ORI$CME$KMI$EMN
$3.7B
138 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$CB$BAC$ABT$KMI$TEL
$2.3B
264 positions
#7CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$REGN$CB$CME$AMRZ$ON
$2.2B
145 positions
#8Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$CB$REGN$BAC$BA$DIS
$275M
107 positions
#9Socorro Asset Management LPPassive
Some overlap · 5 shared positions
$DHR$BAC$PLD$HUBB$DIS
$221M
32 positions
#10RE ADVISERS CORPActive
Some overlap · 5 shared positions
$CB$BAC$ABT$BA$DIS
$3.7B
111 positions
#11SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 5 shared positions
$REGN$BAC$KMI$BA$DIS
$3.0B
40 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ABT$PLD$CME$DHR$WEC
$821M
85 positions
#13BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DHR$BAC$HUBB$BA$PLD
$578M
108 positions
#14Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BAC$DHR$ABT$BA$DIS
$717M
207 positions
#15Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$AMRZ$HUBB$TEL$ABT
$572M
150 positions
#16Hartford Financial Management Inc.Passive
Some overlap · 6 shared positions
$CME$BAC$DHR$DIS$ABT$GPC
$392M
344 positions
#17Brown Miller Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CB$ABT$KMI$DIS$PLD
$352M
191 positions
#18apricus wealth, LLCPassive
Some overlap · 4 shared positions
$CB$WEC$BAC$KMI
$205M
120 positions
#19PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$CMI$BAC$PLD$KMI
$166M
72 positions
#20DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$CMI$BAC$ABT$AMRZ
$240M
84 positions
#21Orca Wealth Management, LLCActive
Some overlap · 4 shared positions
$CMI$CB$ORI$BAC
$141M
67 positions
#22Allied Investment Advisors, LLCActive
Some overlap · 4 shared positions
$GPC$BAC$ABT$AMRZ
$697M
100 positions
#23WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$CB$DHR$ABT$DIS$CME
$2.1B
122 positions
#24ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$ABT$PLD$CME$KMI
$123M
101 positions
#25Hamlin Capital Management, LLCActive
Some overlap · 4 shared positions
$CMI$ORI$CME$WSO
$4.1B
30 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.