13F Pro

Hedge Funds Similar to DAYMARK WEALTH PARTNERS

13F Portfolio OverlapQ2 2026DAYMARK WEALTH PARTNERS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DAYMARK WEALTH PARTNERS, LLC is an institutional investor managing $4.1B across 810 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 DAYMARK WEALTH PARTNERS are Tamar Securities, Wilkinson Global Asset, Vision, with shared positions in $SHW, $AMGN, $PWR, $QCOM, $PGR, $PH. The full ranking of 25 similar funds is below.

#1Tamar Securities, LLCActive
Some overlap · 4 shared positions
$SHW$AMGN$PWR$QCOM
$1.1B
98 positions
#2Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$AMGN$PGR$PH
$1.3B
62 positions
#3Vision Capital Management, Inc.Active
Some overlap · 4 shared positions
$SHW$AMGN$PGR$QCOM
$882M
151 positions
#4DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SHW$AMGN$PWR$ETN
$121M
100 positions
#517 CAPITAL PARTNERS, LLCPassive
Some overlap · 6 shared positions
$AMGN$SHW$PH$USB$QCOM$PNC
$222M
176 positions
#6Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$SHW$AMGN$QCOM$MMM
$306M
59 positions
#7Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$AMGN$PH$USB$QCOM$PNC
$47.7B
212 positions
#8First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$AMGN$PH$USB$QCOM$ETN
$1.4B
73 positions
#9CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$SHW$PH$PGR$ETN
$4.2B
299 positions
#10DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 3 shared positions
$SHW$PGR$PH
$157M
41 positions
#11Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$SHW$QCOM$PNC$ETN
$108M
52 positions
#12Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$AMGN$SHW$PGR
$754M
41 positions
#13Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$AMGN$PGR$PH$ETN
$476M
387 positions
#14DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$AMGN$SHW$PH
$517M
137 positions
#15Port Capital LLCActive
Some overlap · 4 shared positions
$SHW$PGR$PH$ETN
$2.5B
108 positions
#16Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$AMGN$PH$PGR$QCOM
$222M
99 positions
#17ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 3 shared positions
$AMGN$SHW$MMM
$177M
158 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$AMGN$USB$QCOM$PNC
$1.2B
100 positions
#19Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$USB$QCOM$PNC
$158M
78 positions
#20Dorato Capital ManagementPassive
Some overlap · 4 shared positions
$AMGN$SHW$PNC$MMM
$150M
254 positions
#21CENTRAL BANK & TRUST COActive
Some overlap · 5 shared positions
$AMGN$SHW$QCOM$PWR$PGR
$701M
181 positions
#22JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$AMGN$PGR$SHW
$740M
68 positions
#23CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SHW$PWR$PH
$435M
70 positions
#24Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$SHW$PWR$PGR$ETN
$129M
94 positions
#25Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$SHW$PH$ETN
$326M
47 positions

Compare DAYMARK WEALTH PARTNERS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View DAYMARK WEALTH PARTNERS’s holdings

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.