13F Pro

Hedge Funds Similar to Hanson & Doremus Investment

13F Portfolio OverlapQ2 2026Hanson & Doremus Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hanson & Doremus Investment Management is an institutional investor managing $983M across 484 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 Hanson & Doremus Investment are CACTI ASSET, KWMG, Old Port Advisors, with shared positions in $GLW, $STX, $CB, $BA, $AMGN, $VLO. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GLW$STX$CB$BA
$2.0B
76 positions
#2KWMG, LLCPassive
Notable overlap · 5 shared positions
$STX$GLW$AMGN$VLO$BA
$1.4B
153 positions
#3Old Port AdvisorsPassive
Notable overlap · 4 shared positions
$STX$GLW$WM$FSLR
$508M
267 positions
#4Evergreen Quality Fund GP, Ltd.Active
Notable overlap · 3 shared positions
$GLW$STX$MKSI
$6.2B
43 positions
#5WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$STX$GLW$MDT
$55.2B
266 positions
#6Twin Lakes Capital Management, LLCActive
Notable overlap · 3 shared positions
$STX$SCHW$BA
$262M
208 positions
#7VMS Asset Management LimitedPassive
Notable overlap · 3 shared positions
$STX$GLW$AMKR
$315M
33 positions
#8Royal Palms Capital LLCPassive
Notable overlap · 3 shared positions
$GLW$SCHW$VLO
$114M
57 positions
#9BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 3 shared positions
$GLW$STX$AMKR
$462M
122 positions
#10Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 3 shared positions
$GLW$MDT$WM
$327M
94 positions
#11Aull & Monroe Investment Management CorpPassive
Notable overlap · 4 shared positions
$STX$GLW$AMGN$WM
$239M
126 positions
#12Cornerstone Capital, Inc.Active
Notable overlap · 3 shared positions
$GLW$SCHW$AMGN
$1.1B
120 positions
#13Founders Capital ManagementActive
Notable overlap · 4 shared positions
$GLW$SLB$BA$VLO
$231M
420 positions
#14Green Alpha Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLW$STX$FSLR
$149M
113 positions
#15Tufton Capital ManagementPassive
Notable overlap · 3 shared positions
$GLW$CB$MDT
$596M
127 positions
#16CORDA Investment Management, LLC.Active
Notable overlap · 3 shared positions
$GLW$SCHW$MDT
$1.6B
85 positions
#17Leisure Capital ManagementActive
Notable overlap · 4 shared positions
$STX$GLW$AMGN$FSLR
$320M
157 positions
#18TRUST CO OF VIRGINIA /VAPassive
Notable overlap · 4 shared positions
$GLW$CB$AMGN$WM
$1.3B
226 positions
#19Riverview Trust CoActive
Notable overlap · 3 shared positions
$STX$GLW$AMGN
$84M
166 positions
#20NovaPoint Capital, LLCPassive
Notable overlap · 3 shared positions
$GLW$CB$MDT
$481M
161 positions
#21Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$GLW$STX$VLO
$375M
75 positions
#22PARTHENON LLCActive
Notable overlap · 3 shared positions
$GLW$SCHW$MDT
$962M
133 positions
#23LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$SCHW$CB
$17.5B
169 positions
#24VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$STX$GLW$AMGN
$1.7B
345 positions
#25Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$STX$GLW$MKSI
$201M
75 positions

Compare Hanson & Doremus Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Hanson & Doremus Investment’s holdings

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.