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Hedge Funds Similar to Davidson

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

Davidson Capital Management Inc. is an institutional investor managing $552M across 93 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 Davidson are SpringVest Wealth, Longview Financial Advisors, DecisionPoint Financial,, with shared positions in $USB, $COP, $AEP, $DUK, $MS, $ENSG. The full ranking of 25 similar funds is below.

#1SpringVest Wealth Management LLCActive
Substantial overlap · 4 shared positions
$USB$COP$AEP$DUK
$146M
67 positions
#2Longview Financial Advisors LLCActive
Substantial overlap · 3 shared positions
$USB$COP$MS
$184M
157 positions
#3DecisionPoint Financial, LLCActive
Substantial overlap · 3 shared positions
$USB$COP$ENSG
$464M
679 positions
#4CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 3 shared positions
$USB$MS$COP
$363M
102 positions
#5KEYVANTAGE WEALTH, LLCActive
Substantial overlap · 3 shared positions
$USB$COP$GEV
$227M
92 positions
#6BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Substantial overlap · 5 shared positions
$USB$PANW$KLAC$NEE$GEV
$689M
87 positions
#7Foundation Wealth Management, LLC\PAActive
Substantial overlap · 3 shared positions
$USB$COP$NEE
$284M
91 positions
#8FINANCIAL ADVISORY PARTNERS, LLCActive
Substantial overlap · 3 shared positions
$USB$MS$NEE
$354M
66 positions
#9Strategic Financial Services, Inc.Smart money
Substantial overlap · 7 shared positions
$USB$COP$KLAC$MCK$NEE$GEV
$2.1B
152 positions
#10Insight Wealth Partners, LLCSmart money
Substantial overlap · 4 shared positions
$USB$COP$VRT$TJX
$713M
120 positions
#11Fortress Financial Solutions, LLCActive
Notable overlap · 6 shared positions
$USB$COP$FIX$MPWR$AEP$EME
$96M
56 positions
#12Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$USB$MS$COP$DUK
$284M
125 positions
#13BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$COP$NEE
$126M
26 positions
#14Marion Wealth ManagementPassive
Notable overlap · 7 shared positions
$USB$COP$TJX$CBOE$MCK$PWR
$451M
146 positions
#15Passumpsic Savings Bank
Notable overlap · 8 shared positions
$USB$GEV$CBOE$TJX$IBKR$EME
$183M
90 positions
#16Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$COP$CBOE
$153M
344 positions
#17Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$COP$GEV$NEE
$149M
70 positions
#18Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$COP$TJX
$1.3B
129 positions
#19TAGStone Capital, Inc.Passive
Notable overlap · 3 shared positions
$USB$COP$TJX
$283M
137 positions
#20PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$COP$KLAC
$17.1B
680 positions
#21Essex LLCActive
Notable overlap · 3 shared positions
$USB$COP$GEV
$566M
175 positions
#22Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 5 shared positions
$USB$MS$AEM$NEE$DUK
$204M
120 positions
#23FIRST INTERSTATE BANKActive
Notable overlap · 3 shared positions
$USB$PANW$AEM
$1.8B
187 positions
#24POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$USB$COP$NEE
$269M
96 positions
#25Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$COP$NEE$PANW
$228M
60 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.