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Hedge Funds Similar to Thayer Partners, / MA

13F Portfolio OverlapQ2 2026Thayer Partners, / MA portfolio →
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Most similar hedge funds by 13F overlap

Thayer Partners, LLC / MA is an institutional investor managing $242M across 100 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 Thayer Partners, / MA are DMKC Advisory Services, CAMPBELL NEWMAN ASSET, Walsky Investment, with shared positions in $STT, $ETN, $KMB, $LOW, $BA, $PEP. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$STT$ETN$KMB$LOW$BA$PEP
$530M
92 positions
#2CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$STT$ETN$LOW$PEP
$1.3B
99 positions
#3Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$ETN$LOW$PEP
$108M
52 positions
#4Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$STT$KMB$LOW$BA$PEP
$797M
110 positions
#5GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$STT$ETN$UPS$PEP
$1.2B
383 positions
#6PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 3 shared positions
$ETV$MCK$BA
$187M
79 positions
#7COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$STT$ETN$LOW$PEP
$414M
164 positions
#8Eldridge Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$EFT$UPS$MCK
$505M
163 positions
#9Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$STT$KMB$UPS$BA
$214M
72 positions
#10StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$ETN$PEP
$351M
267 positions
#11Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$ETN$LOW$MCK
$489M
619 positions
#12SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ETV$DIS$STT$BA
$323M
184 positions
#13Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$ETN$STT$UPS$BA$DIS
$1.6B
215 positions
#14OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$ETN$KMB$UPS$PEP
$2.7B
54 positions
#15PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$STT$ETN$DIS$PEP
$728M
298 positions
#16Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$LOW$BA$PEP
$251M
74 positions
#17Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$STT$LOW$MCK$DIS
$6.0B
433 positions
#18MeadowBrook Investment Advisors LLCPassive
Some overlap · 6 shared positions
$ETN$KMB$BA$DIS$PEP$ITW
$126M
196 positions
#19Peak Retirement Planning, Inc.Passive
Some overlap · 3 shared positions
$STT$KMB$ITW
$632M
194 positions
#20Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$STT$LOW$DIS$ITW
$394M
99 positions
#21SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ETN$KMB$PEP
$205M
55 positions
#22Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$ETN$ITW
$548M
271 positions
#23Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$ETN$MCK
$169M
339 positions
#24MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$KMB$ETN$MCK$PEP$ITW
$3.5B
274 positions
#25CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$ETN$STT$PEP
$1.3B
88 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.