How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Davis

13F Portfolio OverlapQ1 2026Davis portfolio →

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Most similar hedge funds by 13F overlap

Davis Capital Management is an institutional investor managing $169M across 1,270 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 Davis are HAMEL ASSOCIATES,, BUTENSKY & COHEN FINANCIAL SECURITY,, Carolina Wealth Advisors,, with shared positions in $__PARK_1390777, $AMGN, $KO, $UNP, $ITW, $LMT. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$__PARK_1390777 $AMGN $KO $UNP $ITW $LMT

$351M

81 positions

#2BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$__PARK_1390777 $AMGN $ALL $KMI $LMT $MDT

$380M

98 positions

#3Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $KO $UNP $ITW $LMT $MDT

$240M

278 positions

#4Creegan & Nassoura Financial Group, LLC

Some overlap · 7 shared positions

$UNP $ETN $ITW $FDX $MDT $LMT

$154M

78 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$KO $UNP $RIO $VOYA $LMT $MDT

$220M

148 positions

#6ALLEN WEALTH MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$__PARK_1390777 $RIO $LMT $MDT $SLB $KO

$200M

59 positions

#7FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$KO $AMGN $ETN $LMT $MDT $MDLZ

$5.0B

201 positions

#8EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$KO $UNP $AMGN $FDX $LMT $MDLZ

$1.4B

56 positions

#9Hudson Portfolio Management LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $ALL $KMI $AMGN $MDT

$119M

111 positions

#10Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $AMGN $KO $LMT $MDT

$272M

95 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$__PARK_1390777 $AMGN $FDX $LMT $MDT

$1.1B

105 positions

#12Greystone Financial Group, LLCPassive

Some overlap · 4 shared positions

$__PARK_1390777 $AMGN $KO $LMT

$353M

78 positions

#13FOUNDERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$UNP $KO $AMGN $FDX $LMT

$608M

74 positions

#14Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$__PARK_1390777 $KO $FDX $LMT $MDLZ

$139M

62 positions

#15Walsky Investment Management, Inc.Passive

Some overlap · 4 shared positions

$__PARK_1390777 $UNP $AMGN $ETN

$98M

50 positions

#16GODSEY & GIBB, INCPassive

Some overlap · 5 shared positions

$AMGN $KO $ETN $MDT $SLB

$1.1B

389 positions

#17Stablepoint Partners, LLCPassive

Some overlap · 5 shared positions

$AMGN $KO $KMI $LMT $MDT

$673M

260 positions

#18BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$AMGN $KO $KMI $LMT $MDT

$480M

133 positions

#19Live Oak Investment PartnersPassive

Some overlap · 5 shared positions

$ALL $__PARK_1390777 $RIO $KO $MDT

$169M

93 positions

#20Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$KO $AMGN $ETN $LMT $MDT

$218M

69 positions

#21Buck Wealth Strategies, LLCActive

Some overlap · 4 shared positions

$AMGN $KO $ALL $LMT

$810M

166 positions

#22GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$AMGN $KO $AN $ITW

$854M

145 positions

#23Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$RIO $KMI $UNP $ETN $AMGN

$958M

176 positions

#24Kensington Investment Counsel, LLCPassive

Some overlap · 4 shared positions

$RSG $AMGN $UNP $SLB

$208M

83 positions

#25Guinness Asset Management LTDActive

Some overlap · 5 shared positions

$KO $ETN $ITW $MDT $MDLZ

$5.8B

143 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.