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 OverlapQ2 2026DAVIS R M portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DAVIS R M INC is an institutional investor managing $6.3B across 280 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 DAVIS R M are Smith, Salley & Associates, MAR VISTA INVESTMENT PARTNERS, Regency \DE, with shared positions in $ASML, $APH, $TJX, $MRVL, $LIN, $AME. The full ranking of 25 similar funds is below.

#1Smith, Salley & AssociatesPassive

Notable overlap · 8 shared positions

$ASML $APH $TJX $MRVL $LIN $AME

$2.3B

275 positions

#2MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 7 shared positions

$APH $ASML $LIN $AME $DHR $AMT

$1.0B

33 positions

#3Regency Capital Management Inc.\DEPassive

Notable overlap · 6 shared positions

$APH $ASML $CB $AME $ETN $DHR

$251M

64 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$APH $LIN $AME $WCN $TJX $TMO

$456M

67 positions

#5ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

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

$1.9B

88 positions

#6Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

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

$214M

50 positions

#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ASML $TJX $ETN $LIN $CB $TMO

$8.0B

1,334 positions

#8HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

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

$2.8B

278 positions

#9ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 5 shared positions

$APH $ASML $TJX $ETN $TMO

$1.3B

109 positions

#10AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$APH $TJX $ETN $TMO $NEE

$1.6B

118 positions

#11HARVEY INVESTMENT CO LLCActive

Notable overlap · 6 shared positions

$APH $TJX $WCN $AME $IDXX $MTD

$918M

99 positions

#12JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$APH $ASML $LIN $DHR $IDXX $ETN

$612M

81 positions

#13FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$APH $LIN $AME $TMO $DHR

$22.1B

106 positions

#14NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$APH $ASML $TTWO $DHR $MTD

$606M

79 positions

#15Raub Brock Capital Management LPActive

Notable overlap · 5 shared positions

$APH $TJX $ETN $AME $TMO

$363M

45 positions

#16Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$APH $MRVL $LIN $AME $TMO $DHR

$273M

127 positions

#17Birch Hill Investment Advisors LLCActive

Notable overlap · 4 shared positions

$APH $ASML $TJX $NEE

$2.5B

211 positions

#18COUNTRY TRUST BANKActive

Notable overlap · 5 shared positions

$APH $ASML $CB $LIN $NEE

$5.7B

628 positions

#19Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$APH $AME $ETN $TMO $DHR

$223M

107 positions

#20Progressive Investment Management CorpActive

Notable overlap · 6 shared positions

$APH $ASML $LIN $DHR $IDXX $TJX

$454M

56 positions

#21CABOT WEALTH MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $TJX $ASML $AMT $IDXX

$982M

142 positions

#22Port Capital LLCActive

Notable overlap · 4 shared positions

$APH $ETN $LIN $AME

$2.5B

108 positions

#23HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $TJX $NEE $DHR $ETN

$410M

53 positions

#24HENDLEY & CO INCActive

Notable overlap · 4 shared positions

$APH $ETN $LIN $TJX

$283M

47 positions

#25PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$APH $TJX $ASML $TMO

$836M

93 positions

Compare DAVIS R M’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View DAVIS R M’s holdings

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.