What hedge funds are most similar to DB Fitzpatrick & Co, Inc?

The funds with the most similar 13F portfolios to DB Fitzpatrick & Co, Inc are Terra Alpha Investments, Liberty ,, Mirova US, based on overlapping conviction holdings in the latest SEC filings.

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 DB Fitzpatrick & ,

13F Portfolio OverlapQ1 2026DB Fitzpatrick & , portfolio →

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Most similar hedge funds by 13F overlap

DB Fitzpatrick & Co, Inc is an institutional investor managing $130M across 108 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 DB Fitzpatrick & , are Terra Alpha Investments, Liberty ,, Mirova US, with shared positions in $PWR, $DHR, $CRM, $ETN, $SBUX, $VLTO. The full ranking of 25 similar funds is below.

#1Terra Alpha Investments LLC

Notable overlap · 9 shared positions

$PWR $DHR $CRM $ETN $SBUX $VLTO

$98M

32 positions

#2Liberty Capital Management, Inc.

Notable overlap · 10 shared positions

$TMO $DHR $INTU $FTNT $UNH $CB

$537M

180 positions

#3Mirova US LLCActive

Notable overlap · 9 shared positions

$DHR $TMO $EW $CRM $HUBB $VLTO

$8.8B

42 positions

#4ECOFI INVESTISSEMENTS SAActive

Notable overlap · 8 shared positions

$RSG $DHR $TMO $CRM $VLTO $SNPS

$55M

36 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$PWR $TMO $APD $SYK $INTU $FTNT

$405M

73 positions

#6Meridiem Capital Partners LPActive

Notable overlap · 8 shared positions

$SYK $ELV $CRM $XYZ $INTU $EW

$1.5B

64 positions

#7MIDDLETON & CO INC/MAActive

Notable overlap · 10 shared positions

$DHR $CRM $INTU $ETN $PANW $SNPS

$877M

164 positions

#8WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive

Notable overlap · 7 shared positions

$PWR $TMO $INTU $FTNT $EW $MSCI

$354M

43 positions

#9PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$DHR $TMO $SYK $SNPS $DE $CRM

$34.1B

135 positions

#10Talbot Financial, LLCActive

Notable overlap · 8 shared positions

$SYK $CB $CRM $INTU $AMGN $SNPS

$1.2B

66 positions

#11Gs Investments, Inc.Passive

Notable overlap · 8 shared positions

$TMO $APD $SYK $CRM $AMGN $PANW

$175M

134 positions

#12Pegasus Asset Management, Inc.Active

Notable overlap · 7 shared positions

$PWR $BA $CRM $SYK $ETN $SBUX

$313M

67 positions

#13BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$DHR $PWR $BA $XYZ $ETN $HUBB

$578M

108 positions

#14United Asset Strategies, Inc.Passive

Notable overlap · 9 shared positions

$EW $TMO $VLTO $LMT $SBUX $PANW

$1.3B

257 positions

#15WORMSER FRERES GESTIONActive

Notable overlap · 9 shared positions

$DHR $TMO $SYK $EW $MSCI $PANW

$139M

42 positions

#16InTrack Investment Management IncPassive

Notable overlap · 8 shared positions

$CB $DHR $ETN $SYK $XYZ $FTNT

$175M

108 positions

#17Cohen Investment Advisors LLCActive

Notable overlap · 7 shared positions

$TMO $CB $INTU $BA $SBUX $AMGN

$210M

79 positions

#18MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$PWR $TMO $CB $CRM $UNH $PANW

$482M

106 positions

#19Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$DHR $PWR $SYK $SBUX $SNPS $ECL

$958M

80 positions

#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ETN $AMGN $TMO $DE $CB $WM

$7.8B

1,278 positions

#21Guinness Atkinson Asset Management IncActive

Notable overlap · 6 shared positions

$DHR $TMO $CRM $INTU $ETN $AFL

$200M

123 positions

#22Blue Zone Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$CRM $TMO $UNH $SYK $SHW $APD

$491M

130 positions

#23UNITED BANKActive

Notable overlap · 8 shared positions

$APD $HUBB $AMGN $LMT $WM $AFL

$781M

121 positions

#24MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$APD $SYK $INTU $TMO $ETN $ECL

$1.2B

81 positions

#25Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$INTU $SYK $ETN $SBUX $LMT $AMGN

$821M

85 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.