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Hedge Funds Similar to FIDELITY D & D BANCORP

13F Portfolio OverlapQ2 2026FIDELITY D & D BANCORP portfolio →
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Most similar hedge funds by 13F overlap

FIDELITY D & D BANCORP INC is an institutional investor managing $291M across 116 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 FIDELITY D & D BANCORP are LIBERTY SQUARE WEALTH PARTNERS, Wealth Advisors of Tampa Bay, BERKSHIRE ASSET, with shared positions in $FDBC, $PPL, $PNC, $PM, $MO, $AXP. The full ranking of 25 similar funds is below.

#1LIBERTY SQUARE WEALTH PARTNERS LLCActive
Some overlap · 6 shared positions
$FDBC$PPL$PNC$PM$MO$AXP
$420M
140 positions
#2Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$PNC$MCD$NEE$GRMN$GLW$LMT
$327M
94 positions
#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$PNC$PPL$MCD$LMT
$2.5B
270 positions
#4LifeGuide Financial Advisors, LLCSmart money
Some overlap · 4 shared positions
$PNC$PPL$MCD$BHRB
$351M
47 positions
#5Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$PNC$MCD$AXP$MO$LMT
$181M
81 positions
#6Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$PNC$ADP$NEE$LMT$PM
$169M
84 positions
#7BAHL & GAYNOR INCActive
Some overlap · 5 shared positions
$PNC$ADP$NEE$GRMN$GLW
$21.7B
341 positions
#8SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$PNC$PM$NEE$PGR$AXP
$145M
43 positions
#9Northside Capital Management, LLCActive
Some overlap · 4 shared positions
$ET$PNC$PPL$NEE
$1.2B
187 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$PNC$MCD$ADP$NEE
$108M
52 positions
#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PNC$ET$MCD$AXP$MO
$164M
153 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$PNC$MCD$ADP$GRMN$LMT
$363M
92 positions
#13WEST CHESTER CAPITAL ADVISORS, INCSmart money
Some overlap · 4 shared positions
$PNC$MCD$PM$MO
$150M
54 positions
#14EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 5 shared positions
$ET$PNC$PM$NEE$AXP
$3.0B
277 positions
#15Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$PNC$MCD$NEE$LMT
$175M
81 positions
#16Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$PNC$MCD$NEE$AXP$GLW
$686M
532 positions
#17KFA Private Wealth Group, LLCActive
Some overlap · 7 shared positions
$MCD$ADP$PM$AXP$GLW$MO
$415M
150 positions
#18Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$PNC$MCD$ADP$PM$AXP
$637M
146 positions
#19Alhambra Investment Partners LLCPassive
Some overlap · 6 shared positions
$PNC$ADP$MCD$NEE$AXP$GRMN
$229M
182 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$PNC$ADP$NEE$LMT
$1.2B
106 positions
#21CONNING INC.Passive
Some overlap · 5 shared positions
$PNC$MCD$ADP$GLW$LMT
$3.3B
327 positions
#22Kennebec Savings BankPassive
Some overlap · 6 shared positions
$MCD$PNC$ADP$PM$NEE$GLW
$125M
284 positions
#23BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$NEE$PGR$AXP
$171M
116 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$PNC$ADP$MO$LMT
$159M
62 positions
#25Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$PNC$PM$NEE$PGR$AXP
$1.6B
1,462 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.