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Hedge Funds Similar to Dougherty & Associates,

13F Portfolio OverlapQ1 2026Dougherty & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Dougherty & Associates, LLC is an institutional investor managing $125M across 52 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 Dougherty & Associates, are Columbus Hill ,, Marotta Asset, Bravias Group,, with shared positions in $MAR, $RCL, $UBER, $GD, $DUK, $WM. The full ranking of 25 similar funds is below.

#1Columbus Hill Capital Management, L.P.Active
Notable overlap · 3 shared positions
$MAR$RCL$UBER
$673M
24 positions
#2Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$MAR$GD$DUK
$543M
103 positions
#3Bravias Capital Group, LLCActive
Notable overlap · 3 shared positions
$MAR$WM$NEE
$153M
96 positions
#4SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$MAR$SO$GE
$272M
554 positions
#5PeakShares LLCPassive
Notable overlap · 7 shared positions
$MAR$DUK$PANW$PGR$WM$TMO
$109M
116 positions
#6Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$MAR$BA$NEE
$302M
51 positions
#7Magnolia Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MAR$SO$NEE$DTB
$172M
212 positions
#8SageGuard Financial Group, LLCPassive
Notable overlap · 7 shared positions
$DUK$GE$PGR$TMO$MAR$WM
$646M
196 positions
#9Thomasville National Bank
Notable overlap · 7 shared positions
$PANW$BKNG$DUK$GD$TMO$WEC
$1.6B
235 positions
#10LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$DUK$ED$MAR$SO$WM
$192M
113 positions
#11CLOUGH CAPITAL PARTNERS L PActive
Notable overlap · 6 shared positions
$RCL$GE$GD$PANW$DUK$BA
$1.0B
96 positions
#12Meiji Yasuda America IncActive
Notable overlap · 7 shared positions
$GE$RCL$PANW$WM$PGR$UBER
$404M
57 positions
#13FIRST FINANCIAL CORP /IN/Active
Some overlap · 4 shared positions
$MAR$TMO$PANW$NEE
$255M
303 positions
#14Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$PANW$GE$BKNG$UBER$WM
$1.2B
95 positions
#15Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$APP$BKNG$PANW$GE$UBER
$172M
76 positions
#16Meadowbrook Wealth Management, LLCPassive
Some overlap · 6 shared positions
$APP$GE$BKNG$UBER$ED$BA
$75M
65 positions
#17ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MAR$APP$TMO$PANW
$229M
75 positions
#18KENSICO CAPITAL MANAGEMENT CORPSmart money
Some overlap · 4 shared positions
$APP$PGR$BKNG$UBER
$4.9B
20 positions
#19Capital Planning LLCActive
Some overlap · 4 shared positions
$MAR$TMO$BA$GE
$307M
82 positions
#20Family Legacy, Inc.Passive
Some overlap · 5 shared positions
$DUK$APP$GE$SO$WM
$333M
124 positions
#21Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$MAR$TMO$WM
$153M
344 positions
#22Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$APP$DUK$TMO$WM$UBER$BA
$788M
94 positions
#23CAPITAL & PLANNING, LLCActive
Some overlap · 5 shared positions
$DUK$SO$GD$WM$UBER
$165M
172 positions
#24Persium Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$PANW$BKNG$GD
$127M
60 positions
#25JM2 Capital Inc.Passive
Some overlap · 4 shared positions
$MAR$TMO$BKNG$PANW
$121M
114 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.