What hedge funds are most similar to Davis Capital Management?

The funds with the most similar 13F portfolios to Davis Capital Management are Cypress, Walsky Investment, HAMEL ASSOCIATES, 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

13F Portfolio OverlapQ2 2026Davis portfolio →

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Most similar hedge funds by 13F overlap

Davis Capital Management is an institutional investor managing $169M across 1,270 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 are Cypress, Walsky Investment, HAMEL ASSOCIATES, with shared positions in $UNP, $AMGN, $ETN, $MDT, $QCOM, $LMT. The full ranking of 25 similar funds is below.

#1Cypress Capital, LLCActive

Notable overlap · 7 shared positions

$UNP $AMGN $ETN $MDT $QCOM $LMT

$370M

113 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$BNY $UNP $ETN $AMGN $QCOM $LOW

$108M

52 positions

#3HAMEL ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$BNY $AMGN $UNP $ITW $LMT

$363M

92 positions

#4MRWM Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $ETN $UNP $LMT $MDT $LOW

$243M

80 positions

#5Hudson Portfolio Management LLCPassive

Notable overlap · 5 shared positions

$BNY $ALL $AMGN $KMI $MDT

$132M

117 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$BNY $AMGN $MDT $QCOM $LMT $LOW

$1.2B

106 positions

#7TriCert Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$AMGN $UNP $ETN $RSG $GD $MDT

$1.1B

88 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$UNP $VOYA $RIO $MDT $LMT $GD

$233M

122 positions

#9ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$BNY $RIO $MDT $LMT $AMGN $FDX

$205M

60 positions

#10FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$UNP $RSG $MDT $LMT $LOW

$383M

74 positions

#11GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$AMGN $AN $QCOM $ITW $LOW $GD

$906M

153 positions

#12Harvest Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$ALL $AMGN $KMI $QCOM $LMT $GD

$202M

58 positions

#13Kensington Investment Counsel, LLCPassive

Notable overlap · 5 shared positions

$RSG $AMGN $UNP $QCOM $GD

$230M

85 positions

#14FCA CORP /TXPassive

Notable overlap · 6 shared positions

$AMGN $ALL $VOYA $LOW $LMT $RIO

$406M

203 positions

#15SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 6 shared positions

$AMGN $UNP $ITW $LMT $GD $LOW

$1.8B

176 positions

#16ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Notable overlap · 6 shared positions

$AMGN $EVRG $MDLZ $MDT $QCOM $BNY

$460M

220 positions

#17FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$AMGN $ETN $MDT $LMT $MDLZ $UNP

$5.3B

210 positions

#18BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 5 shared positions

$BNY $ALL $AMGN $QCOM $LMT

$404M

99 positions

#19Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$AMGN $UNP $ITW $MDT $LMT

$255M

278 positions

#20Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$AMGN $ETN $ITW $LMT $GD

$214M

33 positions

#21First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$AMGN $ETN $QCOM $LOW $ITW $LMT

$1.4B

73 positions

#22CONNING INC.Passive

Notable overlap · 6 shared positions

$ITW $AMGN $UNP $BNY $LMT $GD

$3.3B

327 positions

#23Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$BNY $MDT $MDLZ $LMT $GD

$159M

62 positions

#24DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$BNY $AMGN $QCOM $GD $FDX $MDT

$217M

108 positions

#25Portland Global Advisors LLCActive

Notable overlap · 4 shared positions

$BNY $AMGN $ETN $FDX

$1.1B

154 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.