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 DOVER ADVISORS,

13F Portfolio OverlapQ1 2026DOVER ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

DOVER ADVISORS, LLC is an institutional investor managing $242M across 159 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 DOVER ADVISORS, are Community Financial Services Group,, Greystone Financial Group,, Blue Chip Partners,, with shared positions in $KLAC, $ETN, $PANW, $PH, $NEE, $AXP. The full ranking of 25 similar funds is below.

#1Community Financial Services Group, LLCPassive

Notable overlap · 8 shared positions

$KLAC $ETN $PANW $PH $NEE $AXP

$568M

460 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$HON $KO $SNOW $DUK $ABT $LOW

$353M

78 positions

#3Blue Chip Partners, LLCActive

Notable overlap · 8 shared positions

$KLAC $ETN $ABT $NEE $ASML $PANW

$1.4B

170 positions

#4TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 8 shared positions

$KLAC $ETN $NEE $AXP $LOW $IBM

$182M

115 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$SNOW $KO $DUK $HON $AXP $LOW

$272M

95 positions

#6CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ETN $PANW $NEE $AXP $INGR

$180M

58 positions

#7Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$ETN $HON $KO $NEE $LOW $TMO

$336M

46 positions

#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ETN $NEE $ABT $ASML $LOW $DUK

$7.8B

1,278 positions

#9BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$HON $KO $ABT $LOW $NEE $IBM

$199M

110 positions

#10Westhampton Capital, LLCPassive

Notable overlap · 7 shared positions

$ETN $PANW $PH $DIS $KO $IBM

$214M

129 positions

#11BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Notable overlap · 7 shared positions

$ETN $HON $PH $AXP $EXPE $ABT

$326M

390 positions

#12Beech Hill Advisors, Inc.Passive

Some overlap · 7 shared positions

$ETN $KO $NEE $DIS $UBER $IBM

$200M

94 positions

#13Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$HON $KO $ABT $NEE $AXP $IBM

$446M

104 positions

#14Security National BankPassive

Some overlap · 7 shared positions

$KLAC $PANW $NEE $ASML $LOW $IBM

$687M

411 positions

#15MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$KLAC $KO $PANW $AXP $LOW $HON

$1.3B

232 positions

#16First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$ETN $PH $ABT $NEE $LOW $UBER

$1.2B

70 positions

#17Haverford Trust CoActive

Some overlap · 7 shared positions

$HON $ETN $NEE $LOW $KO $TMO

$10.9B

419 positions

#18CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$ETN $KO $PANW $DUK $ABT $LOW

$1.1B

149 positions

#19Gs Investments, Inc.Passive

Some overlap · 6 shared positions

$KLAC $HON $PANW $NEE $UBER $TMO

$175M

134 positions

#20SFE Investment CounselPassive

Some overlap · 7 shared positions

$PANW $ETN $ABT $NEE $LOW $HON

$635M

143 positions

#21LYNCH & ASSOCIATES/INPassive

Some overlap · 7 shared positions

$KO $HON $NEE $ABT $LOW $IBM

$533M

126 positions

#22Boomfish Wealth Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $PANW $NEE $ASML $LOW $TMO

$187M

87 positions

#23InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$ETN $SNOW $PANW $DUK $NEE $LOW

$175M

108 positions

#24TRUSTCO BANK CORP N YPassive

Some overlap · 7 shared positions

$KO $ABT $AXP $LOW $DIS $IBM

$113M

71 positions

#25Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$KO $ABT $AXP $DUK $TMO $HON

$583M

140 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.