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Hedge Funds Similar to Paul Damon & Associates

13F Portfolio OverlapQ2 2026Paul Damon & Associates portfolio →
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Most similar hedge funds by 13F overlap

Paul Damon & Associates, Inc. is an institutional investor managing $258M across 115 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 Paul Damon & Associates are Minot DeBlois Advisors, Stockman Wealth, CAMBIAR INVESTORS, with shared positions in $ASML, $AXP, $PFE, $NVS, $PEP, $TJX. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$ASML$AXP$PFE$NVS$PEP$TJX
$116M
240 positions
#2Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ASML$AXP$PFE$PEP$SYY
$968M
178 positions
#3CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$ASML$AXP$PEP$SYY$DAL
$2.3B
150 positions
#4Fisher Asset Management, LLCActive
Some overlap · 4 shared positions
$ASML$AXP$PFE$NVS
$335.8B
1,037 positions
#5Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ASML$AXP$PFE$TJX
$4.3B
344 positions
#6CHILTON CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$ASML$AXP$AZN$TJX
$3.2B
592 positions
#7Cadent Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$ASML$AXP$AZN$PEP
$485M
201 positions
#8ROFFMAN MILLER ASSOCIATES INC /PA/Active
Slight overlap · 4 shared positions
$ASML$AXP$PEP$TJX
$1.9B
88 positions
#9Karani Asset Management LLCPassive
Slight overlap · 4 shared positions
$ASML$AXP$MAR$DAL
$139M
57 positions
#10Fiduciary Group, LLCPassive
Slight overlap · 4 shared positions
$ASML$AXP$MAR$PEP
$1.3B
305 positions
#11Wealth Advisory Solutions, LLCPassive
Slight overlap · 4 shared positions
$ASML$AXP$PEP$PFE
$487M
150 positions
#12Covenant Asset Management, LLCPassive
Slight overlap · 3 shared positions
$ASML$AXP$AZN
$595M
164 positions
#13Asio Capital, LLCActive
Slight overlap · 3 shared positions
$ASML$AXP$AZN
$781M
109 positions
#14LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$ASML$AXP$MAR
$213M
124 positions
#15Bayesian Capital Management, LPPassive
Slight overlap · 4 shared positions
$ASML$AXP$PEP$DAL
$156M
223 positions
#16Buttonwood Financial Advisors Inc.Active
Slight overlap · 3 shared positions
$ASML$AXP$PEP
$329M
110 positions
#17SOMERVILLE KURT FActive
Slight overlap · 4 shared positions
$AXP$ASML$NVS$TJX
$419M
97 positions
#18CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 3 shared positions
$ASML$AXP$MAR
$116M
77 positions
#19Rachor Investment Advisory Services, LLCActive
Slight overlap · 4 shared positions
$AXP$ASML$PFE$PEP
$203M
203 positions
#20First Affirmative Financial Network
Slight overlap · 4 shared positions
$AXP$ASML$AZN$NVS
$213M
296 positions
#21FULTON BREAKEFIELD BROENNIMAN LLCPassive
Slight overlap · 3 shared positions
$ASML$AXP$TJX
$1.7B
208 positions
#22GRIFFIN ASSET MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$ASML$AXP$TJX
$949M
245 positions
#23Bluebird Wealth Management LLCPassive
Slight overlap · 3 shared positions
$ASML$AXP$TJX
$115M
89 positions
#24Miller Capital Partners, Inc.Active
Slight overlap · 3 shared positions
$ASML$AXP$TJX
$257M
258 positions
#25RWA WEALTH PARTNERS, LLCActive
Slight overlap · 3 shared positions
$ASML$AXP$TJX
$10.4B
645 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.