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Hedge Funds Similar to Dorato

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

Dorato Capital Management is an institutional investor managing $150M across 254 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 Dorato are GREATMARK INVESTMENT PARTNERS, Exeter Financial, TOTH FINANCIAL ADVISORY, with shared positions in $AFL, $AMGN, $CVS, $GD, $PHM, $TXN. The full ranking of 25 similar funds is below.

#1GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 5 shared positions
$AFL$AMGN$CVS$GD$PHM
$906M
153 positions
#2Exeter Financial, LLCPassive
Notable overlap · 8 shared positions
$AFL$GD$AMGN$CVS$TXN$CAH
$265M
100 positions
#3TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 9 shared positions
$CVS$GD$AMGN$AFL$UNP$SHW
$1.0B
1,024 positions
#4EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$CVS$GD$UNP$AMGN$TXN$PEP
$1.3B
58 positions
#5Palisade Asset Management, LLCPassive
Notable overlap · 9 shared positions
$AMGN$GD$KLAC$TXN$LHX$MCD
$1.1B
204 positions
#6Kensington Investment Counsel, LLCPassive
Notable overlap · 7 shared positions
$GD$AMGN$UNP$TXN$CHD$PEP
$230M
85 positions
#7UNITED BANKActive
Notable overlap · 7 shared positions
$AMGN$GD$KLAC$AFL$TXN$MCD
$853M
130 positions
#8Nicholson Wealth Management Group, LLCPassive
Notable overlap · 8 shared positions
$GD$AMGN$AFL$SHW$TXN$MCD
$170M
111 positions
#9EDMP, INC.Passive
Notable overlap · 5 shared positions
$AFL$AMGN$SJM$PEP$MMM
$130M
74 positions
#10NovaPoint Capital, LLCPassive
Some overlap · 6 shared positions
$AFL$UNP$GD$TXN$LHX$PEP
$464M
162 positions
#11Somerset Trust CoPassive
Some overlap · 6 shared positions
$AFL$AMGN$GD$LHX$MCD$PEP
$354M
186 positions
#12Shoker Investment Counsel, Inc.Active
Some overlap · 7 shared positions
$UNP$KLAC$GD$TXN$MCD$PEP
$398M
113 positions
#13Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$GD$UNP$AMGN$TXN$PEP
$279M
73 positions
#14Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$GD$AFL$AMGN$TXN$MET
$111M
62 positions
#15Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$AFL$GD$SJM$CAH$PEP
$274M
79 positions
#16Kinsale Capital Group, Inc.Active
Some overlap · 6 shared positions
$PHM$AMGN$SHW$TXN$MCD$MAR
$754M
41 positions
#17SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 5 shared positions
$GD$UNP$AMGN$MCD$PEP
$2.0B
194 positions
#18Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$UNP$AMGN$SHW$TXN$MCD$PEP
$108M
52 positions
#19MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$AFL$GD$AMGN$SHW$TXN$LHX
$857M
166 positions
#20Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$CVS$GD$UNP$MCD$MET
$191M
70 positions
#21INVESCO, LLCActive
Some overlap · 7 shared positions
$KLAC$AFL$SHW$AMGN$TXN$NOC
$321M
131 positions
#22ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AFL$GD$TXN$MCD$CHD$PEP
$2.0B
91 positions
#23Guinness Asset Management LTDActive
Some overlap · 4 shared positions
$AFL$KLAC$TXN$PEP
$5.9B
141 positions
#24CONNING INC.Passive
Some overlap · 6 shared positions
$AMGN$UNP$GD$AFL$MCD$PNC
$3.3B
327 positions
#25Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$AMGN$PHM$CVS$MMM$MET$HPE
$347M
138 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.