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Hedge Funds Similar to Davis Investment Partners

13F Portfolio OverlapQ2 2026Davis Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Davis Investment Partners, LLC is an institutional investor managing $328M across 172 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 Investment Partners are AVITY INVESTMENT, Jones Kertz & Associates, PROFESSIONAL ADVISORY SERVICES, with shared positions in $APH, $TFC, $RJF, $AMGN, $C, $ADI. The full ranking of 25 similar funds is below.

#1AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$APH$TFC$RJF$AMGN$C
$1.6B
120 positions
#2Jones Kertz & Associates, Inc.Active
Some overlap · 5 shared positions
$APH$ADI$AMGN$GLW$VRTX
$217M
66 positions
#3PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$APH$TFC$ADI$USB
$837M
90 positions
#4Ravenstone Capital Management Inc.Active
Some overlap · 3 shared positions
$APH$RY$PWR
$244M
54 positions
#5Norway Savings BankPassive
Some overlap · 4 shared positions
$APH$ADI$AMGN$BX
$244M
103 positions
#6HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$APH$DUK$AMGN
$410M
53 positions
#7COOKSON PEIRCE & CO INCPassive
Some overlap · 5 shared positions
$APH$GLW$C$NVS$STT
$3.0B
317 positions
#8GODSEY & GIBB, INCPassive
Some overlap · 7 shared positions
$RY$DUK$TFC$AMGN$GLW$NVS
$1.2B
611 positions
#9HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$APH$ADI$VRTX$NVS$STT
$314M
98 positions
#10Main Street Research LLCActive
Some overlap · 3 shared positions
$APH$RY$GLW
$2.1B
140 positions
#11INVESCO, LLCActive
Some overlap · 4 shared positions
$APH$ADI$AMGN$PSX
$321M
131 positions
#12SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$APH$PWR$C$STT
$5.7B
668 positions
#13Birch Hill Investment Advisors LLCPassive
Some overlap · 3 shared positions
$APH$ADI$VRTX
$2.4B
219 positions
#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$APH$ADI$STT
$1.3B
99 positions
#15Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$APH$AMGN$GLW
$1.1B
120 positions
#1611 Capital Partners LPActive
Some overlap · 3 shared positions
$APH$PWR$BX
$368M
22 positions
#17FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$APH$PWR$VRTX
$1.7B
324 positions
#18First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$APH$AMGN$USB
$1.4B
73 positions
#19Perennial Advisors, LLCPassive
Some overlap · 3 shared positions
$APH$AMGN$USB
$669M
137 positions
#20Close Asset Management LtdActive
Some overlap · 3 shared positions
$APH$ADI$C
$3.8B
269 positions
#21PALISADE CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$APH$RJF$PWR
$2.3B
294 positions
#22EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$APH$BX$VRTX
$9.7B
90 positions
#23Reynders McVeigh Capital Management, LLCActive
Some overlap · 3 shared positions
$APH$ADI$VRTX
$2.3B
196 positions
#24Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$RY$ADI$AMGN$GLW$C$USB
$1.0B
204 positions
#25Trust Co of the SouthActive
Some overlap · 4 shared positions
$RY$DUK$TFC$ADI
$714M
140 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.