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Hedge Funds Similar to Bond & Devick Financial Network

13F Portfolio OverlapQ3 2026Bond & Devick Financial Network portfolio →
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Most similar hedge funds by 13F overlap

Bond & Devick Financial Network, Inc. is an institutional investor managing $414M across 201 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bond & Devick Financial Network are MCDANIEL TERRY, WINDWARD, Hamilton Point Investment Advisors, with shared positions in $NDSN, $ACN, $ETN, $CMI, $ASML, $AMGN. The full ranking of 25 similar funds is below.

#1MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$NDSN$ACN$ETN
$1.3B
81 positions
#2WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 8 shared positions
$CMI$ACN$ASML$AMGN$DE$CRM
$1.3B
73 positions
#3Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$CMI$AXP$AMGN$ASML$WM$DE
$710M
193 positions
#4WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$NDSN$AXP$AMGN$DE$ETN
$575M
82 positions
#5Piscataqua Savings BankPassive
Some overlap · 3 shared positions
$NDSN$AXP$WM
$146M
410 positions
#6Eldred Rock Partners, LLCActive
Some overlap · 5 shared positions
$CMI$ACN$ASML$NVO$DE
$451M
29 positions
#7Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$NDSN$CMI$AXP
$216M
101 positions
#8Karani Asset Management LLCActive
Some overlap · 6 shared positions
$CMI$AXP$ASML$DE$DAL$CRM
$139M
57 positions
#9RBA Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CMI$ACN$ASML$WM$CRM
$273M
80 positions
#10Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$CMI$ACN$AXP$AMGN$CRM
$762M
267 positions
#11Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$CMI$ACN$AMGN$NVO$DE
$204M
95 positions
#12Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$CMI$ACN$NDSN
$129M
79 positions
#13BROWN, LISLE/CUMMINGS, INC.Passive
Some overlap · 5 shared positions
$CMI$ACN$AMGN$NVO$DE
$453M
1,058 positions
#14Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$AXP$AMGN$WM$ETN
$652M
146 positions
#15Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$ACN$AXP$AMGN$WM$ETN
$227M
73 positions
#16Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$CMI$ACN$AXP
$673M
158 positions
#17Integras Partners LLCPassive
Some overlap · 3 shared positions
$CMI$ACN$AMGN
$181M
100 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$AMGN$WM$DE$ETN
$231M
125 positions
#19JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$CMI$AXP$AMGN$DE
$1.2B
132 positions
#20Verity & Verity, LLCActive
Some overlap · 3 shared positions
$CMI$ACN$AMGN
$1.5B
139 positions
#21Midwest Professional Planners, LTD.Passive
Some overlap · 4 shared positions
$CMI$AXP$ASML$ETN
$510M
131 positions
#22Sanibel Captiva Trust Company, Inc.Active
Some overlap · 4 shared positions
$BN$CMI$ASML$AMGN
$4.0B
461 positions
#23St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$CMI$AXP$AMGN$DE
$264M
201 positions
#24ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$NDSN$AXP$ASML
$2.0B
91 positions
#25Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$AXP$AMGN$DAL$WM$DE$ETN
$142M
106 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.