What hedge funds are most similar to DAVIS R M INC?

The funds with the most similar 13F portfolios to DAVIS R M INC are ALTA /, AVITY INVESTMENT, BARTLETT & WEALTH, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to DAVIS R M

13F Portfolio OverlapQ1 2026DAVIS R M portfolio →

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Most similar hedge funds by 13F overlap

DAVIS R M INC is an institutional investor managing $5.6B across 273 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 DAVIS R M are ALTA /, AVITY INVESTMENT, BARTLETT & WEALTH, with shared positions in $APH, $TJX, $ASML, $ETN, $TMO, $INTU. The full ranking of 25 similar funds is below.

#1ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$APH $TJX $ASML $ETN $TMO $INTU

$1.3B

100 positions

#2AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$APH $PANW $TJX $ETN $NEE $TMO

$1.4B

114 positions

#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$TJX $LIN $ETN $NEE $ASML $TMO

$7.8B

1,278 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$APH $LIN $AME $WCN $TMO $INTU

$405M

73 positions

#5Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$APH $TJX $LIN $AME $ETN $DHR

$193M

50 positions

#6ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $CB $TJX $ASML $AME $TMO

$1.7B

86 positions

#7Guinness Atkinson Asset Management IncPassive

Notable overlap · 7 shared positions

$APH $AME $ETN $TMO $INTU $DHR

$200M

123 positions

#8HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$APH $TJX $CB $TMO $DHR $IDXX

$2.5B

262 positions

#9MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 7 shared positions

$APH $LIN $AME $DHR $AMT $INTU

$1000M

35 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TJX $LIN $NEE $TMO $INTU $DHR

$506M

75 positions

#11Regency Capital Management Inc.\DEPassive

Notable overlap · 5 shared positions

$APH $PANW $CB $ASML $AME

$224M

60 positions

#12FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$APH $LIN $AME $TMO $DHR $INTU

$21.4B

109 positions

#13HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$APH $TJX $NEE $INTU $DHR $ETN

$407M

49 positions

#14Progressive Investment Management CorpActive

Notable overlap · 7 shared positions

$APH $ASML $TMO $DHR $IDXX $LIN

$379M

58 positions

#15TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$TJX $PANW $LIN $ASML $ETN $INTU

$3.0B

230 positions

#16MIDDLETON & CO INC/MAActive

Notable overlap · 7 shared positions

$PANW $NEE $ETN $INTU $DHR $AMT

$877M

164 positions

#17LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 6 shared positions

$PANW $APH $ASML $TMO $INTU $IDXX

$1.4B

216 positions

#18Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$PANW $LIN $APH $AME $TMO $DHR

$239M

137 positions

#19MOTCOPassive

Notable overlap · 6 shared positions

$APH $TJX $PANW $ETN $TMO $NEE

$1.1B

598 positions

#20Alecta Tjanstepension OmsesidigtActive

Notable overlap · 7 shared positions

$APH $TJX $LIN $TMO $DHR $PANW

$20.5B

78 positions

#21Sierra Legacy GroupPassive

Notable overlap · 6 shared positions

$TJX $APH $AME $INTU $DHR $TMO

$131M

77 positions

#22Smith, Salley & AssociatesPassive

Notable overlap · 6 shared positions

$TJX $LIN $ASML $AME $NEE $TMO

$2.0B

267 positions

#23Ipswich Investment Management Co., Inc.Passive

Notable overlap · 6 shared positions

$TJX $LIN $PANW $CB $ASML $EPAM

$426M

185 positions

#24NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TJX $LIN $ETN $INTU $IDXX $DHR

$326M

86 positions

#25Norway Savings BankPassive

Some overlap · 5 shared positions

$APH $PANW $NEE $TJX $IDXX

$211M

103 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.