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Hedge Funds Similar to FOLGER NOLAN FLEMING DOUGLAS ,

13F Portfolio OverlapQ1 2026FOLGER NOLAN FLEMING DOUGLAS , portfolio →
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Most similar hedge funds by 13F overlap

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC is an institutional investor managing $1.2B across 180 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 FOLGER NOLAN FLEMING DOUGLAS , are AMI INVESTMENT, OF OKLAHOMA, Junk Investment Group,, with shared positions in $MAR, $LOW, $UNH, $DIS, $UNP, $FDX. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 6 shared positions
$MAR$LOW$UNH$DIS$UNP$FDX
$445M
77 positions
#2TRUST CO OF OKLAHOMAPassive
Notable overlap · 4 shared positions
$MAR$UNP$ICE$MCD
$343M
139 positions
#3Junk Investment Group, LLCPassive
Notable overlap · 3 shared positions
$MAR$IBM$TROW
$191M
88 positions
#4Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$MAR$NEE$MCD
$302M
51 positions
#5Magnolia Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MAR$UNH$NEE$MCD
$172M
212 positions
#6SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$MAR$MCD$FDX
$272M
554 positions
#7Advantage Trust CoActive
Notable overlap · 4 shared positions
$MAR$MCD$UNP$ABT
$223M
123 positions
#8Argo Wealth Advisory, LLCActive
Notable overlap · 5 shared positions
$MAR$LOW$ITW$NEE$UNH
$170M
48 positions
#9Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$MAR$MCD$LOW$DIS
$201M
426 positions
#10WILKINS INVESTMENT COUNSEL INCActive
Notable overlap · 5 shared positions
$CTVA$IBM$Q$DD$IFF
$698M
119 positions
#11Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$MAR$NEE$LOW$IBM
$589M
138 positions
#12Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$MAR$LOW$NEE$MCD$IBM
$151M
97 positions
#13FIRST FINANCIAL CORP /IN/Active
Notable overlap · 4 shared positions
$MAR$ABT$NEE$ICE
$255M
303 positions
#14Olistico Wealth, LLCPassive
Notable overlap · 3 shared positions
$MAR$MCD$IBM
$203M
341 positions
#15Hartford Financial Management Inc.Passive
Some overlap · 4 shared positions
$MAR$ABT$DIS$UNP
$392M
344 positions
#16PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$LOW$ITW$MCD$NEE$ABT$UNH
$412M
83 positions
#17ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MAR$UNH$UNP$LOW
$229M
75 positions
#18Silicon Valley Capital PartnersActive
Some overlap · 3 shared positions
$MAR$UNH$IBM
$1.0B
454 positions
#19LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$IBM$MCD$LOW$NEE$ABT$ITW
$533M
126 positions
#20Entruity Wealth, LLCActive
Some overlap · 5 shared positions
$CTVA$Q$DD$DOW$UNP
$147M
46 positions
#21FCA CORP /TXPassive
Some overlap · 3 shared positions
$MAR$LOW$IBM
$354M
191 positions
#22Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MAR$NEE$LOW$IBM$ITW
$118M
73 positions
#23InvesTrustPassive
Some overlap · 5 shared positions
$CTVA$MCD$IBM$ITW$DIS
$238M
91 positions
#24Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$IBM$LOW$MCD$NEE$ABT
$448M
108 positions
#25TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$MAR$LOW$IBM$NEE$UNH
$182M
115 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.