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Hedge Funds Similar to SIGMA INVESTMENT COUNSELORS

13F Portfolio OverlapQ1 2026SIGMA INVESTMENT COUNSELORS portfolio →
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Most similar hedge funds by 13F overlap

SIGMA INVESTMENT COUNSELORS INC is an institutional investor managing $1.9B across 194 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 SIGMA INVESTMENT COUNSELORS are LFA - Lugano Financial Advisors SA, LifePlan Financial,, InvesTrust, with shared positions in $HLT, $SSL, $SNPS, $USB, $COP, $IAU. The full ranking of 25 similar funds is below.

#1LFA - Lugano Financial Advisors SAActive
Some overlap · 7 shared positions
$HLT$SSL$SNPS$USB$COP$IAU
$197M
223 positions
#2LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$HLT$SSL$IAU$USB$COP
$135M
83 positions
#3InvesTrustPassive
Some overlap · 5 shared positions
$HLT$SSL$USB$KKR$NUE
$238M
91 positions
#4Summit Asset Management, LLCActive
Some overlap · 5 shared positions
$HLT$SSL$TJX$USB$NEE
$719M
172 positions
#5NOVEM GROUPPassive
Some overlap · 5 shared positions
$HLT$SSL$USB$KKR$COP
$873M
437 positions
#6Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$HLT$SSL$TJX$LOW
$172M
129 positions
#7MEMBERS WEALTH LLCActive
Some overlap · 4 shared positions
$HLT$SSL$SYK$LOW
$167M
113 positions
#8ARROW FINANCIAL CORPActive
Some overlap · 5 shared positions
$HLT$SSL$TJX$COP$SYK
$994M
157 positions
#9Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$HLT$SSL$USB$COP
$257M
109 positions
#10Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$KKR$NEE
$188M
87 positions
#11EIGHT 31 FINANCIAL, LLCActive
Some overlap · 4 shared positions
$HLT$SSL$ARCC$COP
$166M
72 positions
#12SONATA CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$SSL$HLT$KKR$USB$COP
$271M
123 positions
#13Signature Wealth Management GroupPassive
Some overlap · 4 shared positions
$HLT$SSL$SNA$UPS
$263M
128 positions
#14Wilkins Miller Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$KKR$LOW
$165M
89 positions
#15CAPITAL ADVISORS INC/OKPassive
Some overlap · 4 shared positions
$HLT$SSL$SYK$ISRG
$6.2B
357 positions
#16MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$TJX
$1.0B
1,197 positions
#17SUMMITRY LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$LOW$USB
$2.3B
266 positions
#18Sound View Wealth Advisors Group, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$KKR
$1.5B
422 positions
#19Breachway Investments LLCActive
Some overlap · 3 shared positions
$HLT$SSL$KKR
$104M
96 positions
#20WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$HLT$SSL$KKR
$1.6B
263 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$LOW
$187M
55 positions
#22Cornerstone Planning, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$LOW
$443M
141 positions
#23Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SSL$HLT$KKR$COP$USB
$473M
582 positions
#24Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$SSL$HLT$IAU$COP
$254M
108 positions
#25Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$HLT$SSL$USB$COP
$526M
77 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.