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Hedge Funds Similar to DAVENPORT &

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DAVENPORT & are BCV Asset, Minot DeBlois Advisors, Sather Financial Group, with shared positions in $BN, $UNH, $HUM, $NEE, $UNP, $ACN. The full ranking of 25 similar funds is below.

#1BCV Asset Management Inc.Active
Notable overlap · 8 shared positions
$BN$UNH$HUM$NEE$UNP$ACN
$2.9B
120 positions
#2Minot DeBlois Advisors LLCPassive
Notable overlap · 8 shared positions
$MKL$UNP$NEE$ACN$ADI$HUM
$110M
226 positions
#3Sather Financial Group IncActive
Notable overlap · 7 shared positions
$BN$MKL$UNP$ACN$BAM$TJX
$1.6B
109 positions
#4FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$BN$MKL$MLM$BAM$ADI$WSO
$4.5B
92 positions
#5Broad Run Investment Management, LLCSmart money
Some overlap · 5 shared positions
$BN$MKL$AMT$BAM$DHR
$568M
24 positions
#6Live Oak Private Wealth LLCPassive
Some overlap · 6 shared positions
$BN$MKL$UNH$ADI$TJX$DHR
$717M
207 positions
#7Adalta Capital Management LLCPassive
Some overlap · 5 shared positions
$BN$MKL$UNP$DHR$BAM
$209M
97 positions
#8HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$MKL$HUM$NEE$UNP$SHW$TJX
$280M
107 positions
#9SCHARF INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$BN$MKL$UNH$UNP$CCZ
$3.2B
70 positions
#10Salvus Wealth Management, LLCPassive
Some overlap · 6 shared positions
$BN$MKL$KNSL$ADI$AMT$NSC
$172M
126 positions
#11Spears Abacus Advisors LLCPassive
Some overlap · 6 shared positions
$BN$UNP$MLM$ADI$TJX$DHR
$5.0B
398 positions
#12Douglass Winthrop Advisors, LLCActive
Some overlap · 5 shared positions
$MKL$MLM$AMT$SHW$BAM
$5.5B
303 positions
#13Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BN$UNH$NEE$SHW$BAM
$491M
130 positions
#14Evergreen Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MKL$HUM$ELV$ACN$UNH
$194M
54 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$UNH$NEE$UNP$AMT$CCZ$ACN
$1.4B
56 positions
#16HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MKL$WSO$KNSL$TJX$DHR
$2.5B
262 positions
#17Midway Capital Research & ManagementPassive
Some overlap · 5 shared positions
$BN$HUM$NEE$ADI$BAM
$106M
117 positions
#18SouthState Bank CorpPassive
Some overlap · 7 shared positions
$HUM$NEE$MKL$ROK$TJX$DHR
$2.1B
1,278 positions
#19Dempze Nancy EPassive
Some overlap · 7 shared positions
$UNH$ADI$ROK$TJX$HUM$DHR
$182M
92 positions
#20BARR E S & COActive
Some overlap · 4 shared positions
$MKL$BN$AMT$SHW
$1.7B
108 positions
#21DODGE & COXActive
Some overlap · 6 shared positions
$BN$UNH$HUM$CCZ$NSC$BUD
$182.0B
222 positions
#22Smith, Salley & AssociatesPassive
Some overlap · 6 shared positions
$BN$NEE$MKL$UNP$ADI$TJX
$2.0B
267 positions
#23DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$UNH$NEE$AMT$UNP$SHW$TJX
$501M
138 positions
#24Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$UNH$NEE$AMT$ACN$ADI$TJX
$412M
46 positions
#25Mirabaud Asset Management LtdPassive
Some overlap · 6 shared positions
$WSO$NEE$UNP$AMT$ADI$TJX
$121M
32 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.