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Hedge Funds Similar to D.B. Root & Company

13F Portfolio OverlapQ2 2026D.B. Root & Company portfolio →
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Most similar hedge funds by 13F overlap

D.B. Root & Company, LLC is an institutional investor managing $471M across 207 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 D.B. Root & Company are Aull & Monroe Investment, Great Diamond Partners, CONNING, with shared positions in $GLW, $ADP, $ETN, $CMI, $WMB, $PNC. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$ADP$ETN$CMI
$239M
126 positions
#2Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$CMI$ADP$WMB
$582M
238 positions
#3CONNING INC.Passive
Some overlap · 5 shared positions
$GLW$ADP$CMI$PNC$SBUX
$3.3B
327 positions
#4Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$ETN$WMB$PNC
$739M
344 positions
#5Boit C F DavidPassive
Some overlap · 4 shared positions
$ADP$GLW$SYK$QCOM
$238M
85 positions
#6Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$DKS$ADP$SYK
$1.0B
765 positions
#7GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$ETN$PNC$SYK
$1.2B
383 positions
#8Silver Lake Advisory, LLCPassive
Some overlap · 3 shared positions
$GLW$ADP$ETN
$280M
109 positions
#9First Financial Bank - Trust DivisionActive
Some overlap · 4 shared positions
$GLW$ETN$SYK$QCOM
$1.4B
208 positions
#10Tufton Capital ManagementPassive
Some overlap · 3 shared positions
$GLW$ADP$QCOM
$596M
127 positions
#11BAHL & GAYNOR INCActive
Some overlap · 6 shared positions
$ETN$WMB$PNC$CMI$GLW$ADP
$21.7B
341 positions
#12STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 3 shared positions
$GLW$ETN$DKS
$670M
265 positions
#13LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$ADP$GLW$SYK$SBUX
$152M
84 positions
#14CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 4 shared positions
$GLW$ETN$CMI$SBUX
$827M
181 positions
#15Hobbs Group Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$CMI$SBUX$WMB
$380M
164 positions
#16TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$GLW$ADP$WMB
$1.3B
226 positions
#17OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$GLW$ETN$CMI
$530M
275 positions
#18River Street Advisors LLCPassive
Some overlap · 4 shared positions
$GLW$CMI$ETN$QCOM
$340M
177 positions
#19PAYDEN & RYGELPassive
Some overlap · 3 shared positions
$GLW$ETN$CMI
$1.3B
131 positions
#20KDT Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$ADP$QCOM
$72M
73 positions
#21Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$GLW$ETN$SSD
$1.1B
120 positions
#22DILLON & ASSOCIATES INCActive
Some overlap · 4 shared positions
$ADP$ETN$SYK$SBUX
$817M
80 positions
#23MEYER HANDELMAN COPassive
Some overlap · 3 shared positions
$GLW$ETN$QCOM
$3.5B
274 positions
#24RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$ETN$QCOM
$1.1B
90 positions
#25Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$GLW$ETN$CMI$SYK
$248M
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.