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Hedge Funds Similar to THOMPSON DAVIS

13F Portfolio OverlapQ2 2026THOMPSON DAVIS portfolio →
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Most similar hedge funds by 13F overlap

THOMPSON DAVIS & CO., INC. is an institutional investor managing $167M across 168 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 THOMPSON DAVIS are Brendel Financial Advisors, Asset Advisors Investment, Weil Company, with shared positions in $DOV, $SHW, $CB, $PLTR, $MKL, $FIX. The full ranking of 25 similar funds is below.

#1Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$SHW$CB$PLTR
$216M
101 positions
#2Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$CB$SHW
$1.1B
108 positions
#3Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$CB$MKL
$580M
134 positions
#4WESPAC Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$FIX$OUNZ
$198M
202 positions
#5VALLEY FORGE INVESTMENT CONSULTANTS INC ADVSmart money
Some overlap · 3 shared positions
$DOV$CB$GLW
$388M
86 positions
#6Vantage Point Financial LLCActive
Some overlap · 3 shared positions
$DOV$CB$PLTR
$328M
188 positions
#7Sivia Capital Partners, LLCPassive
Some overlap · 3 shared positions
$DOV$FIX$CB
$822M
540 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SHW$CB$DOV
$121M
100 positions
#9Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$KEYS$MKL
$1.2B
306 positions
#10Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$RKLB$PLTR
$1.3B
248 positions
#11SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$RKLB$PLTR
$4.4B
4,126 positions
#12Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$FIX$SHW$CB$MKL
$455M
133 positions
#13Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$EME$KEYS
$418M
232 positions
#14LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$CB$PLTR
$713M
379 positions
#15Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$PLTR$SHW
$259M
181 positions
#16Bellwether Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$FIX$KEYS$EME
$675M
167 positions
#17C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$DOV$GLW$FIX
$245M
494 positions
#18BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$CB$GLW$DOV
$504M
136 positions
#19TABR Capital Management, LLCActive
Some overlap · 4 shared positions
$GLW$FIX$RKLB$EME
$136M
59 positions
#20MAYPORT, LLCSmart money
Some overlap · 3 shared positions
$DOV$GLW$PLTR
$645M
134 positions
#21Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$EME$PLTR
$161M
666 positions
#22LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$CB$KEYS
$17.5B
169 positions
#23MANCHESTER FINANCIAL INCActive
Some overlap · 4 shared positions
$DOV$FIX$EME$PLTR
$565M
142 positions
#24Front Row Advisors LLCPassive
Some overlap · 3 shared positions
$GLW$DOV$KEYS
$345M
576 positions
#25CFS Investment Advisory Services, LLCPassive
Some overlap · 3 shared positions
$DOV$CB$SHW
$1.5B
361 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.