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Hedge Funds Similar to DT Investment Partners

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

DT Investment Partners, LLC is an institutional investor managing $1.3B across 512 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 DT Investment Partners are SCHMIDT P J INVESTMENT, HAMEL ASSOCIATES, Minot DeBlois Advisors, with shared positions in $UNP, $ADI, $BLK, $ABT, $NEE, $ADP. The full ranking of 25 similar funds is below.

#1SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 9 shared positions
$UNP$ADI$BLK$ABT$NEE$ADP
$643M
215 positions
#2HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$UNP$ADP$HSY$ABT$PNC$HON
$363M
92 positions
#3Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$UNP$ADP$ADI$ABT$NEE
$116M
240 positions
#4Good Harbor Advisors, Inc.Passive
Some overlap · 7 shared positions
$UNP$HSY$ADI$BLK$ABT$PNC
$102M
87 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$UNP$ADP$ABT$NEE$HON$HONA
$321M
107 positions
#6CONNING INC.Passive
Some overlap · 6 shared positions
$UNP$ADP$BLK$ABT$PNC$MS
$3.3B
327 positions
#7Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$UNP$ADP$ADI$ABT$HON$HONA
$113M
58 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$UNP$ADP$ABT$PNC$NEE$HON
$108M
52 positions
#9Clifford Group, LLCSmart money
Some overlap · 6 shared positions
$ADP$UNP$ABT$NEE$PSX$MS
$145M
86 positions
#10Somerset Trust CoPassive
Some overlap · 7 shared positions
$ADP$ADI$BLK$ABT$NEE$PSX
$354M
186 positions
#11Henshaw Capital LLCActive
Some overlap · 4 shared positions
$UNP$ADP$BLK$DOV
$3.1B
160 positions
#12SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$UNP$ADP$ADI$ABT
$1.5B
160 positions
#13CINCINNATI FINANCIAL CORPActive
Some overlap · 8 shared positions
$ADP$ADI$BLK$DOV$ABT$MMM
$5.2B
56 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$UNP$HSY$BLK$ABT$PSX$MS
$856M
89 positions
#15Borer Denton & Associates, Inc.Passive
Some overlap · 6 shared positions
$UNP$ADI$ADP$ABT$HON$HONA
$305M
74 positions
#16Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$UNP$ADI$BLK$ABT$NEE$PSX
$631M
271 positions
#17HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$UNP$ADP$DOV$NEE
$410M
53 positions
#18PRENTISS SMITH & CO INCActive
Some overlap · 4 shared positions
$UNP$ADP$BLK$ABT
$182M
67 positions
#19STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 7 shared positions
$UNP$HSY$BLK$DOV$NEE$HON
$592M
181 positions
#20Mattern Wealth Management LLCActive
Some overlap · 7 shared positions
$ADI$BLK$ADP$UNP$ABT$NEE
$609M
183 positions
#21LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$ADP$UNP$BLK$NEE
$152M
84 positions
#22PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 7 shared positions
$ADI$ADP$BLK$ABT$PNC$NEE
$844M
219 positions
#23MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 6 shared positions
$UNP$HSY$PNC$NEE$PSX$MS
$332M
91 positions
#24AMES NATIONAL CORPSmart money
Some overlap · 3 shared positions
$UNP$ADP$BLK
$182M
69 positions
#25BAXTER BROS INCPassive
Some overlap · 4 shared positions
$UNP$ADP$HON$MS
$864M
172 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.