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Hedge Funds Similar to Harold Davidson & Associates

13F Portfolio OverlapQ2 2026Harold Davidson & Associates portfolio →
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Most similar hedge funds by 13F overlap

Harold Davidson & Associates Inc. is an institutional investor managing $231M across 59 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 Harold Davidson & Associates are Bluebird Wealth, Baltimore-Washington Financial Advisors, OMC Financial Services LTD, with shared positions in $CRWD, $TJX, $AXP, $GLW, $MAR, $SYK. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 4 shared positions
$CRWD$TJX$AXP$GLW
$115M
89 positions
#2Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$TJX$MAR$SYK
$2.7B
206 positions
#3OMC Financial Services LTDActive
Some overlap · 5 shared positions
$CRWD$MAR$GLW$LOW$MCD
$302M
61 positions
#4WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$CRWD$TJX$SYK
$276M
75 positions
#5PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CRWD$GLW$AXP$WFC
$443M
145 positions
#6Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$SYK$AXP
$281M
55 positions
#7PeakShares LLCActive
Some overlap · 5 shared positions
$CRWD$TJX$AXP$GLW$MCD
$134.4B
122 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$TJX$SYK$AXP$CB$MCD$NOC
$467M
118 positions
#9WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$CRWD$FTNT$MTZ
$281M
75 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TJX$CRWD$AXP$LOW$MCD$ABT
$297M
103 positions
#11Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$CRWD$MAR$FTNT
$181M
73 positions
#12Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$CRWD$TJX$SYK
$125M
312 positions
#13ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CRWD$TJX$CB
$713M
97 positions
#14Aldebaran Financial Inc.Passive
Some overlap · 6 shared positions
$CRWD$FTNT$NSC$LOW$MCD$NOC
$123M
82 positions
#15Decker Wealth Management LLCActive
Some overlap · 4 shared positions
$CRWD$TJX$ABT$SYK
$471M
107 positions
#16PURSUE WEALTH PARTNERS LLCPassive
Some overlap · 4 shared positions
$CRWD$AXP$WFC$LOW
$179M
91 positions
#17Crystal Rock Capital ManagementActive
Some overlap · 3 shared positions
$CRWD$MAR$GLW
$196M
34 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$CRWD$MAR$AXP$GLW$AEP
$213M
124 positions
#19TRUST CO OF VIRGINIA /VAPassive
Some overlap · 7 shared positions
$TJX$GLW$LOW$CB$NSC$NOC
$1.3B
226 positions
#20CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$TJX$SYK$AXP$LOW$CB$WFC
$1.2B
153 positions
#21Fundsmith LLPActive
Some overlap · 4 shared positions
$TJX$MAR$SYK$FTNT
$13.6B
41 positions
#22FUNDSMITH INVESTMENT SERVICES LTD.Active
Some overlap · 4 shared positions
$TJX$MAR$SYK$FTNT
$4.5B
27 positions
#23Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$AXP$SYK$MAR
$140M
101 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$TJX$MCD$AXP
$358M
74 positions
#25Piscataqua Savings BankPassive
Some overlap · 5 shared positions
$TJX$AXP$GLW$SYK$MCD
$148M
412 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.