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Hedge Funds Similar to Davidson Kahn

13F Portfolio OverlapQ3 2026Davidson Kahn portfolio →
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Most similar hedge funds by 13F overlap

Davidson Kahn Capital Management, LLC is an institutional investor managing $253M across 69 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 Davidson Kahn are East Coast Asset, Partners Group Holding AG, JACKSON HILL ADVISORS, with shared positions in $PRM, $MKL, $SCHW, $SHW, $BN, $ODFL. The full ranking of 25 similar funds is below.

#1East Coast Asset Management, LLC.Active
Notable overlap · 4 shared positions
$PRM$MKL$SCHW$SHW
$624M
81 positions
#2Partners Group Holding AGActive
Notable overlap · 5 shared positions
$BN$ODFL$KKR$BX$BAM
$1.5B
52 positions
#3JACKSON HILL ADVISORS, LLCActive
Some overlap · 4 shared positions
$BN$CPRT$KKR$BRO
$197M
13 positions
#4Quantum Capital Management, LLC / NJActive
Some overlap · 5 shared positions
$ODFL$CPRT$BRO$MSCI$NVR
$798M
35 positions
#5BARR E S & COActive
Some overlap · 7 shared positions
$BN$MKL$BRO$BX$SCHW$SHW
$1.8B
112 positions
#6DF DENT & CO INCPassive
Some overlap · 6 shared positions
$PRM$ASML$MSCI$APPF$MKL$FND
$5.3B
271 positions
#7FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$BN$MKL$BRO$BAM$WSO
$4.6B
93 positions
#8Buttonwood Financial Advisors Inc.Active
Some overlap · 5 shared positions
$MKL$BN$ASML$CPRT$SCHW
$331M
110 positions
#9Broad Run Investment Management, LLCSmart money
Some overlap · 5 shared positions
$BN$MKL$BAM$FND$NVR
$650M
24 positions
#10Ervin Investment Management, LLCActive
Some overlap · 4 shared positions
$BN$MKL$ASML$BAM
$186M
46 positions
#11Sather Financial Group IncActive
Some overlap · 4 shared positions
$BN$MKL$BAM$ANET
$1.7B
121 positions
#12AKRE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$BN$CPRT$KKR$ABNB$PRM
$5.1B
20 positions
#13Adalta Capital Management LLCPassive
Some overlap · 5 shared positions
$BN$MKL$BX$CPNG$BAM
$228M
103 positions
#14MARKEL GROUP INC.Active
Some overlap · 7 shared positions
$BN$KKR$BX$BAM$ODFL$SCHW
$13.1B
130 positions
#15Novo Holdings A/SActive
Some overlap · 3 shared positions
$FND$BN$ASML
$1.7B
25 positions
#16KIRR MARBACH & CO LLC /IN/Active
Some overlap · 4 shared positions
$MKL$BN$APG$BAM
$530M
57 positions
#17Salvus Wealth Management, LLCPassive
Some overlap · 6 shared positions
$FND$BN$MKL$ANET$SCHW$NVR
$175M
132 positions
#18Fisher Funds Management LTDActive
Some overlap · 5 shared positions
$FND$ASML$MSCI$ODFL$KKR
$3.4B
170 positions
#19GoodHaven Capital Management, LLCActive
Some overlap · 4 shared positions
$BN$MKL$KKR$BAM
$318M
26 positions
#20Canal Capital Management, LLCPassive
Some overlap · 5 shared positions
$ODFL$ASML$BX$ANET$WSO
$819M
220 positions
#21VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Some overlap · 4 shared positions
$MKL$KKR$BRO$NVR
$13.1B
241 positions
#22Giverny Capital Inc.Active
Some overlap · 7 shared positions
$MKL$BRO$ANET$SCHW$FND$NVR
$3.0B
51 positions
#23Estuary Capital Management LPActive
Some overlap · 3 shared positions
$CPNG$KKR$BX
$589M
21 positions
#24Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$BN$ASML$KKR$ANET
$204M
66 positions
#25DAVENPORT & Co LLCPassive
Some overlap · 5 shared positions
$BN$MKL$BAM$WSO$SHW
$19.9B
1,389 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.