How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CLIFFORD SWAN INVESTMENT COUNSEL

13F Portfolio OverlapQ1 2026CLIFFORD SWAN INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

CLIFFORD SWAN INVESTMENT COUNSEL LLC is an institutional investor managing $2.9B across 332 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CLIFFORD SWAN INVESTMENT COUNSEL are Ironwood Investment Counsel,, TILIA FIDUCIARY PARTNERS,, Clark & Stuart,, with shared positions in $ACN, $AXP, $CTVA, $LOW, $UPS, $LH. The full ranking of 25 similar funds is below.

#1Ironwood Investment Counsel, LLCPassive

Some overlap · 7 shared positions

$ACN $AXP $CTVA $LOW $UPS $LH

$694M

263 positions

#2TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 7 shared positions

$LOW $AXP $MCK $UNH $TSCO $SYK

$182M

115 positions

#3Clark & Stuart, IncActive

Some overlap · 5 shared positions

$UPS $FAST $EMR $SLB $SYK

$148M

49 positions

#4ISTHMUS PARTNERS, LLCPassive

Some overlap · 6 shared positions

$UPS $ALSN $LOW $EMR $SLB $MCD

$953M

217 positions

#5William B. Walkup & Associates, Inc.Active

Some overlap · 7 shared positions

$LOW $MCK $UNH $LH $WFC $EMR

$167M

163 positions

#6WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$UPS $CTVA $FAST $EMR $SLB

$698M

119 positions

#7Drexel Morgan & Co.Active

Some overlap · 5 shared positions

$UPS $AXP $SLB $EMR $MCD

$682M

60 positions

#8M&G PlcActive

Some overlap · 6 shared positions

$JCI $WFC $ACN $UNH $LOW $INTU

$19.4B

380 positions

#9First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$LOW $FAST $UNH $INTU $MCD $PH

$1.2B

70 positions

#10DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$UPS $LOW $WFC $EMR $ACN

$1.1B

596 positions

#11BONTEMPO OHLY CAPITAL MGMT LLCActive

Some overlap · 5 shared positions

$LOW $ACN $FAST $UNH $TSCO

$222M

34 positions

#12SHUTTLEWORTH & CoPassive

Some overlap · 5 shared positions

$ANET $FAST $EMR $MCK $SYK

$111M

52 positions

#13Carmignac GestionActive

Some overlap · 5 shared positions

$ANET $ACN $MCK $SLB $KEYS

$6.5B

112 positions

#14Trask Adam RolandPassive

Some overlap · 4 shared positions

$UPS $SYK $WFC $UNH

$106M

190 positions

#15Bluebird Wealth Management LLCPassive

Some overlap · 4 shared positions

$ANET $UPS $AXP $SYK

$98M

77 positions

#16Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$LOW $ACN $MCK $UNH $SYK

$170M

48 positions

#17Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$LOW $AXP $EMR $MCK $MCD

$272M

95 positions

#18SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$ACN $AXP $WFC $MCK $SLB

$788M

47 positions

#19CRAWFORD INVESTMENT COUNSEL INCPassive

Some overlap · 4 shared positions

$UPS $ACN $JCI $AXP

$5.9B

300 positions

#20LONDON CO OF VIRGINIAActive

Some overlap · 5 shared positions

$LOW $ALSN $FAST $KEYS $ENTG

$16.2B

167 positions

#21MCRAE CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$LOW $ACN $UNH $LH $KEYS

$482M

106 positions

#22CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$LOW $WFC $EMR $SYK $INTU

$1.2B

103 positions

#23MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$LOW $AXP $UNH $SYK $UPS

$1.3B

232 positions

#24AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$LOW $ALSN $SYK $UNH $WFC $ACN

$445M

77 positions

#25M. Kulyk & Associates, LLCActive

Some overlap · 5 shared positions

$JCI $AXP $ACN $LH $INTU

$536M

119 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.