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 OverlapQ2 2026DOVER ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

DOVER ADVISORS, LLC is an institutional investor managing $244M across 153 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 DOVER ADVISORS are BARTLETT & WEALTH, TILIA FIDUCIARY PARTNERS, Community Financial Services Group, with shared positions in $ETN, $ABT, $TMO, $LOW, $DUK, $PEP. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$ETN $ABT $TMO $LOW $DUK $PEP

$8.0B

1,334 positions

#2TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 8 shared positions

$KLAC $ETN $AXP $TMO $LOW $PH

$211M

127 positions

#3Community Financial Services Group, LLCPassive

Notable overlap · 8 shared positions

$ETN $KLAC $PH $AXP $NEE $LOW

$686M

532 positions

#4Strategic Wealth Investment Group, LLCPassive

Notable overlap · 9 shared positions

$AXP $TMO $UBER $DUK $PEP $NEE

$825M

104 positions

#5BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Notable overlap · 8 shared positions

$ETN $AXP $HON $PH $PEP $EXPE

$371M

394 positions

#6First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$ETN $ABT $PH $LOW $UBER $PEP

$1.4B

73 positions

#7Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$ETN $AXP $ABT $PH $PEP $HON

$113M

58 positions

#8Haverford Trust CoActive

Notable overlap · 7 shared positions

$ETN $HON $TMO $LOW $PEP $NEE

$11.6B

424 positions

#9J. Stern & Co. LLPActive

Notable overlap · 7 shared positions

$ETN $HON $ABT $TMO $DIS $CRM

$1.1B

51 positions

#10PIONEER TRUST BANK N A/ORPassive

Notable overlap · 8 shared positions

$ABT $ETN $LOW $PEP $DIS $NEE

$441M

87 positions

#11Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$ETN $ABT $HON $LOW $PEP $EMR

$108M

52 positions

#12Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$HON $ABT $LOW $DUK $PEP $NEE

$170M

121 positions

#13Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$ETN $KLAC $ABT $PEP $ASML $NEE

$1.6B

184 positions

#14CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 6 shared positions

$ETN $KLAC $AXP $PEP $NEE $CRM

$195M

67 positions

#15Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$ETN $HON $LOW $PEP $TMO $NEE

$339M

49 positions

#16BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 7 shared positions

$ABT $TMO $LOW $DUK $PEP $DIS

$453M

121 positions

#17TOWER BRIDGE ADVISORSPassive

Some overlap · 7 shared positions

$ETN $TMO $DUK $PEP $LOW $PH

$1.1B

222 positions

#18BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$ABT $HON $LOW $PEP $DUK $KLAC

$223M

114 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$ABT $AXP $DUK $PEP $HON $NEE

$321M

107 positions

#20Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$ABT $AXP $PEP $DIS $ASML $NEE

$116M

240 positions

#21HENDLEY & CO INCActive

Some overlap · 6 shared positions

$ETN $ABT $PH $HON $PEP $AXP

$283M

47 positions

#22Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$AXP $ABT $LOW $DUK $KLAC $HON

$297M

103 positions

#23Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$KLAC $AXP $LOW $PEP $DIS $CRM

$762M

267 positions

#24TRUST CO OF VERMONTPassive

Some overlap · 8 shared positions

$TMO $LOW $ETN $NEE $HON $ABT

$2.7B

1,154 positions

#25GREAT LAKES ADVISORS, LLCPassive

Some overlap · 7 shared positions

$PH $ABT $PEP $LOW $DIS $DUK

$13.1B

825 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.