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Hedge Funds Similar to Dougherty & Associates

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dougherty & Associates are LEGACY FINANCIAL INDEPENDENT ADVISORS, Integrated Wealth, Columbus Hill, with shared positions in $MAR, $ED, $DUK, $SO, $WM, $AEP. The full ranking of 25 similar funds is below.

#1LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 6 shared positions
$MAR$ED$DUK$SO$WM$AEP
$213M
124 positions
#2Integrated Wealth ManagementActive
Notable overlap · 3 shared positions
$RCL$PGR$MAR
$95M
91 positions
#3Columbus Hill Capital Management, L.P.Active
Notable overlap · 3 shared positions
$RCL$MAR$UBER
$1.0B
30 positions
#4Thomasville National BankPassive
Notable overlap · 7 shared positions
$BKNG$DUK$GD$TMO$UBER$WEC
$1.8B
241 positions
#5Magellan Asset Management LtdActive
Some overlap · 10 shared positions
$SO$DUK$TMO$ED$BKNG$WEC
$4.5B
78 positions
#6Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 6 shared positions
$MAR$BKNG$RCL$UBER$SO$NEE
$2.7B
206 positions
#7High Point Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ED$DUK$SO$UBER$ETR$AEP
$122M
250 positions
#8CAPITAL & PLANNING, LLC
Some overlap · 5 shared positions
$DUK$SO$GD$WM$UBER
$165M
172 positions
#9Rithm Capital Corp.Active
Some overlap · 7 shared positions
$NVT$DUK$SO$WM$ETR$NEE
$81M
38 positions
#10Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$PGR$SO$NEE
$312M
155 positions
#11Energy Income Partners, LLCActive
Some overlap · 8 shared positions
$DUK$SO$WEC$DTB$ETR$DTM
$6.4B
88 positions
#12Constant Guidance Financial LLCActive
Some overlap · 5 shared positions
$DUK$BKNG$SO$TMO$EIX
$159M
67 positions
#13Aventail Capital Group, LPPassive
Some overlap · 6 shared positions
$NVT$DUK$ED$SO$ETR$AEP
$1.7B
155 positions
#14Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$PGR$BKNG$TMO
$6.2B
23 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DUK$SO$GD$WEC$ETR
$233M
122 positions
#16OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$NVT$GD$DUK$WM$SO
$143M
80 positions
#17BloombergSen Inc.Smart money
Some overlap · 4 shared positions
$PGR$BKNG$HCA$UBER
$1.3B
31 positions
#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DUK$SO$WM$GD
$390M
103 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$MAR$TMO$DUK$BA$WM$NEE
$1.3B
73 positions
#20SageGuard Financial Group, LLCPassive
Some overlap · 4 shared positions
$DUK$PGR$WM$HCA
$712M
211 positions
#21Marietta Wealth Management, LLCActive
Some overlap · 6 shared positions
$MAR$TMO$WM$SO$UBER$NEE
$971M
133 positions
#22BCM ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$DUK$ED$GD
$514M
80 positions
#23EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$SO$GD$NEE
$1.3B
58 positions
#24LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DUK$SO$WM$ETR
$1.0B
154 positions
#25Capital Innovations LLCPassive
Some overlap · 8 shared positions
$SO$WM$DUK$EIX$ETR$DTM
$385M
51 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.