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 DAVIDSON

13F Portfolio OverlapQ2 2026DAVIDSON portfolio →

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Most similar hedge funds by 13F overlap

DAVIDSON TRUST CO is an institutional investor managing $256M across 190 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 DAVIDSON are Minot DeBlois Advisors, KANAWHA, DMKC Advisory Services, with shared positions in $ABT, $CB, $ADP, $NEE, $PEP, $DIS. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ABT $CB $ADP $NEE $PEP $DIS

$116M

240 positions

#2KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ABT $CB $ADP $PEP $LOW $MCD

$1.5B

228 positions

#3DMKC Advisory Services, LLCActive

Some overlap · 8 shared positions

$ABT $CMI $PEP $LOW $WFC $ADP

$530M

92 positions

#4Crescent Sterling, Ltd.Passive

Some overlap · 8 shared positions

$MDY $CMI $CB $PEP $ABT $CSX

$112M

85 positions

#5Walsky Investment Management, Inc.Passive

Some overlap · 9 shared positions

$ABT $PEP $ADP $LOW $WFC $MCD

$108M

52 positions

#6First Long Island Investors, LLCActive

Some overlap · 8 shared positions

$ABT $ADP $NEE $PEP $LOW $MCD

$1.4B

73 positions

#7BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$ABT $CB $PEP $NEE $LOW $QCOM

$223M

114 positions

#8Loudon Investment Management, LLCPassive

Some overlap · 8 shared positions

$ADP $ABT $NEE $CMI $GBCI $LOW

$204M

95 positions

#9Financial & Tax Architects, LLCPassive

Some overlap · 6 shared positions

$ABT $ADP $NEE $PEP $LOW $MCD

$474M

110 positions

#10Somerset Trust CoPassive

Some overlap · 7 shared positions

$CB $ABT $ADP $NEE $PEP $LOW

$354M

186 positions

#11D.A. DAVIDSON & CO.Active

Some overlap · 8 shared positions

$CB $CMI $NEE $ADP $PEP $LOW

$18.1B

1,593 positions

#12BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 8 shared positions

$ABT $NEE $PEP $DIS $LOW $MCD

$453M

121 positions

#13Marble Harbor Investment Counsel, LLCActive

Some overlap · 7 shared positions

$ABT $ADP $PEP $DIS $WFC $MCD

$984M

200 positions

#14Willis Investment CounselActive

Some overlap · 7 shared positions

$ABT $CB $ADP $PEP $MCD $PFE

$2.1B

125 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 9 shared positions

$ADP $NEE $PEP $LOW $WFC $USB

$1.2B

106 positions

#16Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$ABT $NEE $CMI $PEP $LOW $WFC

$170M

121 positions

#17ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$ABT $MDY $CMI $LOW $MCD $PEP

$248M

96 positions

#18Baugh & Associates, LLCActive

Some overlap · 7 shared positions

$ABT $NEE $PEP $LOW $QCOM $PFE

$226M

42 positions

#19TRUST CO OF VIRGINIA /VAPassive

Some overlap · 7 shared positions

$CB $ABT $ADP $PEP $LOW $CSX

$1.3B

226 positions

#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ABT $CB $NEE $PEP $LOW $MDY

$8.0B

1,334 positions

#21LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$ABT $CB $ADP $PEP $MCD

$273M

104 positions

#22Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$CB $NEE $PEP $ADP $ABT $MCD

$467M

118 positions

#23Philip James Wealth Mangement, LLCActive

Some overlap · 6 shared positions

$ABT $CB $PEP $QCOM $PFE $USB

$888M

151 positions

#24Tarbox Group, Inc.Smart money

Some overlap · 7 shared positions

$ABT $PEP $LOW $WFC $USB $PFE

$698M

96 positions

#25WENDELL DAVID ASSOCIATES INCActive

Some overlap · 6 shared positions

$ABT $ADP $NEE $PEP $MCD $QCOM

$947M

155 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.