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Hedge Funds Similar to DOLIVER ADVISORS

13F Portfolio OverlapQ3 2026DOLIVER ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

DOLIVER ADVISORS, LP is an institutional investor managing $458M across 181 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 DOLIVER ADVISORS are Americana Partners, Thomasville National Bank, Applied, with shared positions in $ETN, $EPD, $PM, $MPLX, $ASML, $TMO. The full ranking of 25 similar funds is below.

#1Americana Partners, LLCPassive
Some overlap · 7 shared positions
$ETN$EPD$PM$MPLX$ASML$TMO
$4.4B
596 positions
#2Thomasville National BankPassive
Some overlap · 9 shared positions
$PM$CRWD$ASML$TMO$BKNG$UBER
$1.8B
241 positions
#3Applied Capital LLC/FLActive
Some overlap · 7 shared positions
$EPD$PM$MPLX$MO$AXP$BA
$252M
93 positions
#4FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$ETN$EPD$PM$ASML$MO
$42.5B
300 positions
#5Odyssey Capital Advisors, Inc.Passive
Some overlap · 7 shared positions
$ETN$CRWD$APO$SNOW$UBER$AXP
$140M
100 positions
#6United Asset Strategies, Inc.Passive
Some overlap · 7 shared positions
$ETN$PM$ASML$TMO$PH$NOW
$1.4B
259 positions
#7Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$ETN$PM$ASML$PH$AMGN$USB
$856M
89 positions
#8Avalon Global Asset Management LLCActive
Some overlap · 6 shared positions
$ETN$CRWD$SNOW$PH$NOW$DKS
$917M
38 positions
#9Forefront Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$CRWD$ETN$ASML$SNOW$TMO$UBER
$323M
177 positions
#10First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$ETN$PM$PH$UBER$AMGN$USB
$1.4B
73 positions
#11Argyle Capital Partners, LLCPassive
Some overlap · 6 shared positions
$EPD$CRWD$MPLX$MO$PH$AMGN
$162M
175 positions
#12Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$ETN$CRWD$ASML$UBER$AXP$NOW
$115M
89 positions
#13DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$ETN$ASML$TMO$PH$UBER$AXP
$244M
153 positions
#14Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$EPD$MO$AMGN$USB
$620M
193 positions
#15WP Advisors, LLCActive
Some overlap · 9 shared positions
$EPD$MO$BKNG$AXP$AMGN$ASML
$436M
110 positions
#16Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ETN$PM$CRWD$ASML
$1.6B
184 positions
#17Ellenbecker Investment GroupSmart money
Some overlap · 5 shared positions
$ETN$PM$EPD$MO$CRWD
$860M
149 positions
#18CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 4 shared positions
$ETN$EPD$PM$BKNG
$857M
179 positions
#19Renasant BankPassive
Some overlap · 6 shared positions
$ETN$EPD$TMO$NOW$EOG$LHX
$156M
141 positions
#20Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$CRWD$TMO$UBER$AMGN$LHX
$808M
315 positions
#21MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$ETN$PM$APO$AXP$USB
$491M
120 positions
#22Juno Financial Group LLCActive
Some overlap · 6 shared positions
$PM$CRWD$MO$ETN$UBER$BA
$286M
72 positions
#23VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$ETN$PM$APO$AXP$USB
$5.0B
245 positions
#24HENDLEY & CO INCActive
Some overlap · 5 shared positions
$ETN$PM$PH$AXP$EOG
$283M
47 positions
#25BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$ETN$CRWD$TMO$PH$AXP
$371M
394 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.