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Hedge Funds Similar to Dougherty Wealth Advisers

13F Portfolio OverlapQ2 2026Dougherty Wealth Advisers portfolio →
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Most similar hedge funds by 13F overlap

Dougherty Wealth Advisers LLC is an institutional investor managing $183M across 109 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 Dougherty Wealth Advisers are ORLEANS, CONNING, FINANCIAL ADVISORY PARTNERS, with shared positions in $UNP, $GLW, $NEE, $LMT, $MSI, $PNC. The full ranking of 25 similar funds is below.

#1ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 7 shared positions
$UNP$GLW$NEE$LMT$MSI$PNC
$194M
122 positions
#2CONNING INC.Passive
Some overlap · 7 shared positions
$GLW$UNP$PNC$LMT$TRV$GD
$3.3B
327 positions
#3FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 6 shared positions
$UNP$NEE$LMT$NXPI$LOW$RSG
$383M
74 positions
#4Davis Capital ManagementPassive
Some overlap · 6 shared positions
$UNP$LMT$ALL$LOW$GD$RSG
$169M
1,270 positions
#5MOTCOPassive
Some overlap · 6 shared positions
$GLW$UNP$NEE$MSI$AON$LOW
$1.2B
840 positions
#6Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$UNP$GLW$LMT$GD
$262M
58 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$UNP$NEE$LMT$LOW$BLK
$529M
75 positions
#8Parkside Investments, LLCActive
Some overlap · 3 shared positions
$UNP$GLW$NEE
$902M
91 positions
#9CAPITAL CITY TRUST CO/FLPassive
Some overlap · 6 shared positions
$UNP$NEE$LMT$TRV$GD$BLK
$482M
129 positions
#10Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$UNP$PNC$NEE$LMT$ALL
$155M
107 positions
#11Horrell Capital Management, Inc.Active
Some overlap · 4 shared positions
$UNP$ORLY$LMT$LOW
$219M
196 positions
#12Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$UNP$GLW$ORLY$LOW
$582M
183 positions
#13CROBANPassive
Some overlap · 4 shared positions
$UNP$NEE$LMT$GD
$227M
81 positions
#14Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$UNP$GLW$NEE$MSI
$202M
87 positions
#15Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$UNP$ORLY$AON$LOW$GD
$1.1B
57 positions
#16FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 5 shared positions
$GLW$NEE$PNC$LMT$AON
$492M
156 positions
#17Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$UNP$NEE$LMT$LOW$GD$BLK
$631M
271 positions
#18Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$UNP$GLW$NEE$MSI
$251M
74 positions
#19SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$UNP$PNC$NEE$AZN$BLK
$145M
43 positions
#20Kennebec Savings BankPassive
Some overlap · 5 shared positions
$UNP$AMP$PNC$NEE$GLW
$125M
284 positions
#21Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GLW$PNC$LMT$NEE$GD
$327M
94 positions
#22Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$PNC$LOW$NEE
$108M
52 positions
#23MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 4 shared positions
$UNP$PNC$NEE$GD
$332M
91 positions
#24LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$GLW$UNP$NEE$BLK$BA
$152M
84 positions
#25KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$UNP$GLW$NEE$AZN
$72M
73 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.