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Hedge Funds Similar to Davis Investment Partners,

13F Portfolio OverlapQ1 2026Davis Investment Partners, portfolio →
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Most similar hedge funds by 13F overlap

Davis Investment Partners, LLC is an institutional investor managing $283M across 167 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 Investment Partners, are Jones Kertz & Associates,, AVITY INVESTMENT, MAR VISTA INVESTMENT PARTNERS, with shared positions in $APH, $MAR, $ADI, $AMGN, $VRTX, $RJF. The full ranking of 25 similar funds is below.

#1Jones Kertz & Associates, Inc.Passive
Some overlap · 5 shared positions
$APH$MAR$ADI$AMGN$VRTX
$188M
66 positions
#2AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$APH$RJF$TFC$AMGN
$1.4B
114 positions
#3MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$APH$GEV$ADI$GE
$1000M
35 positions
#4NS Partners LtdActive
Some overlap · 5 shared positions
$MAR$APH$GEV$BAC$GE
$2.2B
71 positions
#5HARBOR INVESTMENT ADVISORY, LLCPassive
Some overlap · 5 shared positions
$MAR$JHG$AMGN$BAC$GEV
$1.3B
1,233 positions
#6MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 6 shared positions
$RY$JHG$RJF$BAC$DUK$CCZ
$136M
80 positions
#7Mendel Money ManagementPassive
Some overlap · 5 shared positions
$APH$JHG$DUK$GEV$PWR
$239M
137 positions
#811 Capital Partners LPActive
Some overlap · 4 shared positions
$APH$GEV$GE$PWR
$348M
20 positions
#9Birch Hill Investment Advisors LLCActive
Some overlap · 4 shared positions
$APH$ADI$MAR$VRTX
$2.2B
195 positions
#10HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$APH$DUK$AMGN
$407M
49 positions
#11Symphony Financial Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$REGN$JHG
$195M
99 positions
#12COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$APH$MAR$GEV
$1.7B
87 positions
#13AXIOM INVESTORS LLC /DEActive
Some overlap · 4 shared positions
$APH$GEV$GE$NVMI
$9.0B
121 positions
#14KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$APH$REGN$MAR
$123M
99 positions
#15Main Street Research LLCActive
Some overlap · 3 shared positions
$APH$RY$GEV
$1.7B
148 positions
#16Counterweight Ventures, LLCPassive
Some overlap · 6 shared positions
$RY$DUK$AMGN$GE$PWR$PSX
$178M
80 positions
#17HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$APH$ADI$GE$VRTX$NVS
$283M
104 positions
#18XML Financial, LLCPassive
Some overlap · 4 shared positions
$MAR$REGN$BAC$AMGN
$1.2B
421 positions
#19American Assets Investment Management, LLCActive
Some overlap · 7 shared positions
$RY$TFC$BAC$AMGN$GE$PSX
$1.5B
146 positions
#20INVESCO, LLCPassive
Some overlap · 4 shared positions
$APH$ADI$AMGN$PSX
$286M
132 positions
#21MCDONALD PARTNERS LLCPassive
Some overlap · 7 shared positions
$JHG$MAR$BAC$AMGN$GE$PSX
$424M
208 positions
#22PeakShares LLCPassive
Some overlap · 4 shared positions
$MAR$DUK$REGN$VRTX
$109M
116 positions
#23Varenne Capital PartnersActive
Some overlap · 3 shared positions
$APH$GEV$ADI
$413M
30 positions
#24GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$RY$DUK$TFC$AMGN$NVS
$1.1B
389 positions
#25Triangle Securities Wealth ManagementPassive
Some overlap · 4 shared positions
$MAR$DUK$BAC$AMGN
$441M
206 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.