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Hedge Funds Similar to MCDONALD PARTNERS

13F Portfolio OverlapQ2 2026MCDONALD PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

MCDONALD PARTNERS LLC is an institutional investor managing $412M across 621 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 MCDONALD PARTNERS are WealthBridge Investment Counsel, Nordwand Advisors, AVITY INVESTMENT, with shared positions in $ETN, $C, $TMO, $LHX, $GILD, $AMGN. The full ranking of 25 similar funds is below.

#1WealthBridge Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$ETN$C$TMO$LHX$GILD
$375M
44 positions
#2Nordwand Advisors, LLCPassive
Notable overlap · 6 shared positions
$ETN$AMGN$LHX$TMO$PSX$CMI
$652M
146 positions
#3AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$ETN$AMGN$C$TXN$TMO
$1.6B
118 positions
#4Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$ETN$AMGN$PGR$RPM
$476M
387 positions
#5Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$ETN$TMO$CMI$HON
$248M
30 positions
#6Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ETN$AMGN$TXN$TMO
$170M
61 positions
#7BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 6 shared positions
$ETN$C$TXN$HON$TMO$PSX
$371M
394 positions
#8Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$ETN$TXN$TMO$HON
$339M
49 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LITE$AMGN$PFE
$513M
70 positions
#10J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$ETN$TMO$HON
$1.1B
51 positions
#11Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 3 shared positions
$LITE$ETN$TXN
$1.1B
77 positions
#12St. Clair Advisors, LLCSmart money
Some overlap · 5 shared positions
$ETN$PGR$AMGN$PFE$GILD
$389M
78 positions
#13Vista Private Wealth Partners. LLCActive
Some overlap · 5 shared positions
$LITE$TXN$AMGN$GILD$C
$306M
89 positions
#14Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$ETN$CRH$TMO$LHX
$281M
55 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$AMGN$MAR$TXN$PSX$HON$PFE
$529M
75 positions
#16DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ETN$AMGN$TMO$CMI
$124M
100 positions
#17Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$ETN$CMI$HON$PGR
$129M
94 positions
#18North Growth Management Ltd.Active
Some overlap · 3 shared positions
$LITE$TXN$TMO
$780M
48 positions
#19BROWN, LISLE/CUMMINGS, INC.
Some overlap · 6 shared positions
$AMGN$TMO$LHX$TXN$CMI$HON
$446M
1,054 positions
#20Verity & Verity, LLCActive
Some overlap · 6 shared positions
$AMGN$TXN$PSX$GILD$CMI$PFE
$1.5B
138 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$AMGN$C$LHX$PSX$PFE$CMI
$229M
166 positions
#22SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$AMGN$C$TXN$LHX$PSX$PFE
$606M
79 positions
#23Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$ETN$CMI$AMGN$TXN
$297M
129 positions
#24Game Plan Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$RPM$HON
$269M
465 positions
#25Nexus Investment Management ULCActive
Some overlap · 7 shared positions
$C$TXN$TMO$GILD$FERG$PFE
$767M
72 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.