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Hedge Funds Similar to Dorato

13F Portfolio OverlapQ1 2026Dorato portfolio →
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Most similar hedge funds by 13F overlap

Dorato Capital Management is an institutional investor managing $147M across 254 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 Dorato are GREATMARK INVESTMENT PARTNERS,, Exeter Financial,, EDGAR LOMAX /VA, with shared positions in $AFL, $AMGN, $CVS, $GD, $BAC, $MCD. The full ranking of 25 similar funds is below.

#1GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 5 shared positions
$AFL$AMGN$CVS$GD$BAC
$854M
145 positions
#2Exeter Financial, LLCPassive
Notable overlap · 8 shared positions
$AFL$GD$AMGN$CVS$BAC$MCD
$245M
98 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$GD$CVS$UNP$AMGN$BAC$MDLZ
$1.4B
56 positions
#4TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 9 shared positions
$GD$AMGN$AFL$SHW$CVS$MCD
$911M
918 positions
#5Athena Investment ManagementActive
Some overlap · 8 shared positions
$AFL$AMGN$INTC$BAC$MCD$NOC
$193M
153 positions
#6Night Squared LPPassive
Some overlap · 7 shared positions
$AMAT$SJM$SHW$QSR$MDLZ$CHD
$681M
72 positions
#7AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 6 shared positions
$AMAT$KLAC$GD$AMGN$MAR$UNP
$1.0B
615 positions
#8Curat Global, LLCPassive
Some overlap · 8 shared positions
$AMAT$AMGN$CVS$KLAC$INTC$TXN
$102M
265 positions
#9Glass Wealth Management Co LLCPassive
Some overlap · 7 shared positions
$AMAT$INTC$LHX$BAC$NOC$GD
$258M
67 positions
#10MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 8 shared positions
$GD$AFL$SHW$BAC$MCD$MDLZ
$246M
145 positions
#11Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$GD$AMGN$UNP$MAR$LHX$TXN
$581M
245 positions
#12Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$AFL$KLAC$MDLZ$AMAT$TXN
$5.8B
143 positions
#13ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$AMAT$KLAC$GD$LHX$SHW$TXN
$331M
183 positions
#14ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AFL$GD$INTC$MCD$CHD$TXN
$1.7B
86 positions
#15Kensington Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$GD$AMGN$UNP$SHW$CHD$TXN
$208M
83 positions
#16INVESCO, LLCPassive
Some overlap · 7 shared positions
$AFL$KLAC$AMGN$SHW$NOC$MCD
$286M
132 positions
#17Somerset Trust CoPassive
Some overlap · 5 shared positions
$AFL$GD$AMGN$LHX$MCD
$326M
174 positions
#18SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$HAS$AMGN$UNP$LHX$MMM$TXN
$728M
79 positions
#19Hartford Financial Management Inc.Passive
Some overlap · 5 shared positions
$AMAT$KLAC$MAR$UNP$BAC
$392M
344 positions
#20REXFORD CAPITAL INCPassive
Some overlap · 6 shared positions
$AMGN$AMAT$KLAC$GD$MCD$BAC
$140M
316 positions
#21Palisade Asset Management, LLCActive
Some overlap · 7 shared positions
$AMGN$GD$LHX$MCD$MMM$BALL
$996M
195 positions
#22Nicholson Wealth Management Group, LLCPassive
Some overlap · 7 shared positions
$GD$AMGN$AFL$LHX$MCD$CHD
$172M
114 positions
#23Sompo Asset Management Co., Ltd.Active
Some overlap · 7 shared positions
$CVS$UNP$AMAT$INTC$BAC$KLAC
$545M
180 positions
#24Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$AMAT$GD$AMGN$MCD
$184M
32 positions
#25PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$AMAT$KLAC$MAR$SHW$BAC
$34.1B
135 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.