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 Davidson Kahn ,

13F Portfolio OverlapQ1 2026Davidson Kahn , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Davidson Kahn Capital Management, LLC is an institutional investor managing $233M across 72 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 Davidson Kahn , are Charis Legacy Partners,, FIDUCIARY ADVISORS,, Professional Financial Advisors,, with shared positions in $BRZE, $WT, $MKL, $KKR, $AMN, $SCHW. The full ranking of 25 similar funds is below.

#1Charis Legacy Partners, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $WT $MKL $KKR

$68M

27 positions

#2FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $MKL $AMN $KKR

$133M

121 positions

#3Professional Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $WT $MKL $SCHW $CPRT

$491M

137 positions

#4Mraz, Amerine & Associates, Inc.Active

Notable overlap · 6 shared positions

$WT $MKL $AMN $BN $SCHW $NVR

$678M

190 positions

#5Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $SCHW $WT

$269M

506 positions

#6Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $WT $REGN $SCHW

$114M

84 positions

#7M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $WT $AMN

$119M

55 positions

#8Joseph Group Capital ManagementPassive

Notable overlap · 3 shared positions

$BRZE $WT $KKR

$400M

379 positions

#9Quantum Capital Management, LLC / NJActive

Notable overlap · 9 shared positions

$ODFL $CPRT $BRO $MKL $MSCI $APPF

$781M

34 positions

#10RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$BRZE $WT $KKR

$247M

57 positions

#11Value Investment Professionals, LLCPassive

Notable overlap · 5 shared positions

$WT $BRZE $MKL $REGN $SCHW

$89M

81 positions

#12Cherry Tree Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MKL $BRZE $KKR $AMN $WT $SCHW

$473M

582 positions

#13FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $WT $SCHW

$264M

25 positions

#14WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$BRZE $AMN $MKL $SCHW

$243M

977 positions

#15Freedom Day Solutions, LLCActive

Notable overlap · 4 shared positions

$BRZE $WT $MKL $ASML

$373M

96 positions

#16SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$BRZE $WT $CRWD

$300M

88 positions

#17Arbor Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $AMN $KKR $SCHW

$143M

56 positions

#18CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 5 shared positions

$BRZE $MKL $AMN $KKR $SCHW

$532M

162 positions

#19FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$WT $AMN $MKL $BRZE $SCHW

$293M

105 positions

#20Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$BRZE $AMN $MKL

$930M

144 positions

#21Curran Financial Partners, LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $WT $SCHW

$559M

127 positions

#22Prospera Capital Management, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $AMN $SCHW $ASML

$199M

45 positions

#23New Covenant Trust Company, N.A.Active

Notable overlap · 3 shared positions

$BRZE $KKR $MKL

$112M

96 positions

#24Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $MKL $KKR $SCHW

$382M

55 positions

#25St. Louis Trust CoActive

Notable overlap · 4 shared positions

$BRZE $MKL $BN $ASML

$856M

145 positions

Compare Davidson Kahn ,’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 Davidson Kahn ,’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.