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Hedge Funds Similar to DAVENPORT

13F Portfolio OverlapQ2 2026DAVENPORT portfolio →
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Most similar hedge funds by 13F overlap

DAVENPORT & Co LLC is an institutional investor managing $20.4B across 1,356 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 DAVENPORT are FENIMORE ASSET, Smith, Salley & Associates, Broad Run Investment, with shared positions in $BN, $MKL, $MLM, $ADI, $BAM, $WSO. The full ranking of 25 similar funds is below.

#1FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$BN$MKL$MLM$ADI$BAM$WSO
$4.8B
92 positions
#2Smith, Salley & AssociatesPassive
Some overlap · 8 shared positions
$BN$MRVL$ADI$NEE$UNP$MKL
$2.3B
275 positions
#3Broad Run Investment Management, LLCSmart money
Some overlap · 5 shared positions
$BN$MKL$AMT$BAM$DHR
$650M
24 positions
#4Adalta Capital Management LLCPassive
Some overlap · 5 shared positions
$BN$MKL$UNP$DHR$BAM
$228M
103 positions
#5Spears Abacus Advisors LLCPassive
Some overlap · 6 shared positions
$BN$UNP$ADI$ABT$TJX$DHR
$5.6B
445 positions
#6Sather Financial Group IncActive
Some overlap · 5 shared positions
$BN$MKL$UNP$BAM$TJX
$1.7B
121 positions
#7BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$BN$UNP$MRVL$NEE$DHR
$3.3B
116 positions
#8Hemenway Trust Co LLCActive
Some overlap · 7 shared positions
$ROK$ADI$NEE$ABT$TJX$DHR
$1.4B
135 positions
#9Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BN$MKL$ADI$TJX$DHR
$800M
211 positions
#10Delaney Dennis RActive
Some overlap · 7 shared positions
$ROK$ADI$NEE$ABT$TJX$DHR
$314M
61 positions
#11Broderick Brian CActive
Some overlap · 7 shared positions
$ROK$ADI$ABT$TJX$NEE$DHR
$646M
95 positions
#12SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$BN$MKL$UNP
$3.0B
79 positions
#13Salvus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BN$MKL$KNSL$ADI$NSC
$178M
125 positions
#14Davidson Kahn Capital Management, LLCActive
Some overlap · 5 shared positions
$BN$MKL$BAM$WSO$SHW
$233M
72 positions
#15Bath Savings Trust CoActive
Some overlap · 6 shared positions
$WSO$NEE$ABT$SHW$TJX$DHR
$965M
177 positions
#16Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$UNP$ADI$NEE$ABT$TJX$DHR
$116M
240 positions
#17SOMERVILLE KURT FActive
Some overlap · 6 shared positions
$ROK$ADI$NEE$ABT$TJX$DHR
$419M
97 positions
#18Elefante Mark BActive
Some overlap · 6 shared positions
$ROK$ADI$NEE$ABT$TJX$DHR
$232M
60 positions
#19Dempze Nancy EPassive
Some overlap · 6 shared positions
$ROK$ADI$NEE$ABT$TJX$DHR
$209M
91 positions
#20Notis-McConarty EdwardActive
Some overlap · 6 shared positions
$ROK$ADI$NEE$ABT$TJX$DHR
$231M
67 positions
#21Douglass Winthrop Advisors, LLCActive
Some overlap · 5 shared positions
$MKL$MLM$SHW$BAM$AMT
$5.8B
308 positions
#22Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$BN$MKL$BAM
$184M
47 positions
#23WENDELL DAVID ASSOCIATES INCActive
Some overlap · 6 shared positions
$WSO$NEE$ABT$TJX$SHW$DHR
$947M
155 positions
#24Hurlow Wealth Management Group, Inc.Active
Some overlap · 6 shared positions
$BN$ADI$NEE$NSC$ELV$TJX
$481M
125 positions
#25Baker Chad RActive
Some overlap · 6 shared positions
$ROK$ADI$ABT$NSC$TJX$DHR
$620M
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.