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Hedge Funds Similar to DAVIS-REA LTD.

13F Portfolio OverlapQ3 2026DAVIS-REA LTD. portfolio →
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Most similar hedge funds by 13F overlap

DAVIS-REA LTD. is an institutional investor managing $379M across 41 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 DAVIS-REA LTD. are DKRT Investments, FLOSSBACH VON STORCH SE, COMPASS, with shared positions in $TMO, $SYK, $TRI, $WFC, $DIS, $LIN. The full ranking of 25 similar funds is below.

#1DKRT Investments Corp.Active
Notable overlap · 5 shared positions
$TMO$SYK$TRI$WFC$DIS
$409M
50 positions
#2FLOSSBACH VON STORCH SEActive
Notable overlap · 8 shared positions
$TMO$SYK$LIN$SPGI$ABT$ACN
$22.1B
106 positions
#3COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 7 shared positions
$TMO$SYK$LIN$SPGI$CTAS$ACN
$1.7B
91 positions
#4Covington Investment Advisors Inc.Active
Notable overlap · 7 shared positions
$PNC$TMO$SNPS$SPGI$MCD$ABT
$774M
73 positions
#5Rempart Asset Management Inc.Active
Notable overlap · 4 shared positions
$TMO$SYK$WFC$ROP
$488M
36 positions
#6GRANDFIELD & DODD, LLCActive
Notable overlap · 8 shared positions
$SNPS$SYK$LIN$CB$DIS$UL
$1.9B
217 positions
#7DB Fitzpatrick & Co, IncActive
Notable overlap · 4 shared positions
$TMO$SYK$SNPS$CB
$121M
100 positions
#8Phraction Management LLCActive
Notable overlap · 5 shared positions
$TMO$LIN$SNPS$WFC$SPGI
$545M
67 positions
#9Evelyn Partners Investment Management Services Ltd
Notable overlap · 8 shared positions
$SYK$MCD$CB$TMO$DIS$SPGI
$850M
281 positions
#10GUYASUTA INVESTMENT ADVISORS INCActive
Notable overlap · 4 shared positions
$PNC$TMO$LIN$MCD
$1.9B
270 positions
#11Midway Capital Research & ManagementActive
Notable overlap · 5 shared positions
$SYK$SNPS$MCD$SHOP$DIS
$118M
50 positions
#12Greystone Financial Group, LLCPassive
Notable overlap · 4 shared positions
$SNPS$TMO$MCD$LIN
$360M
73 positions
#13C Partners Holding GmbHActive
Notable overlap · 3 shared positions
$TMO$SYK$SPGI
$330M
15 positions
#14Providence Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TMO$LIN$WFC$SPGI$SYK$XYL
$660M
385 positions
#15Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 4 shared positions
$TMO$SNPS$LIN$CTAS
$393M
29 positions
#16PGGM InvestmentsActive
Notable overlap · 5 shared positions
$TMO$SNPS$LIN$ABT$ROP
$4.1B
59 positions
#17Veritas Asset Management LLPActive
Notable overlap · 4 shared positions
$TMO$SYK$SPGI$OTIS
$5.6B
21 positions
#18WORMSER FRERES GESTIONActive
Notable overlap · 4 shared positions
$TMO$SYK$XYL$ABT
$181M
71 positions
#19PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 4 shared positions
$TMO$SYK$SPGI$ROK
$837M
90 positions
#20CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$TMO$MCD$LIN$CB$SPGI$XYL
$767M
184 positions
#21MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 5 shared positions
$PNC$WFC$TMO$PYPL$ABT
$1.2B
100 positions
#22Liberty Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$TMO$CB$MCD$SYK$CTAS$ABT
$582M
184 positions
#23LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 4 shared positions
$SYK$TMO$SNPS$ABT
$10.8B
564 positions
#24M. Kraus & CoPassive
Notable overlap · 6 shared positions
$TMO$LIN$ABT$ROK$DIS$OTIS
$373M
83 positions
#25LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$SYK$MCD$CB$ABT$ACN$OTIS
$273M
104 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.