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 CHELSEA COUNSEL

13F Portfolio OverlapQ1 2026CHELSEA COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

CHELSEA COUNSEL CO is an institutional investor managing $233M across 238 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 CHELSEA COUNSEL are J.P. Marvel Investment Advisors,, Oppenheimer & Close,, Caldwell Investment Ltd., with shared positions in $GLW, $MMM, $TMO, $GE, $ABT, $AWK. The full ranking of 25 similar funds is below.

#1J.P. Marvel Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$GLW $MMM $TMO $GE $ABT $AWK

$705M

60 positions

#2Oppenheimer & Close, LLCPassive

Notable overlap · 4 shared positions

$AEM $GLW $NEM $B

$159M

56 positions

#3Caldwell Investment Management Ltd.Active

Notable overlap · 5 shared positions

$KKR $AEM $LHX $TMO $PWR

$255M

57 positions

#4Grand Central Investment GroupActive

Notable overlap · 4 shared positions

$AEM $SLV $NEM $TME

$135M

44 positions

#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$GLW $PWR $TMO $GE $AMGN

$279M

80 positions

#6St. James Investment Company, LLCSmart money

Notable overlap · 3 shared positions

$AEM $HON $EMR

$638M

22 positions

#7McAlvany Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AEM $SLV $NEM $B

$149M

42 positions

#8VANTAGE WEALTH

Some overlap · 4 shared positions

$GLW $HON $AMGN $EMR

$463M

30 positions

#9Gladstone Capital Management LLPSmart money

Some overlap · 4 shared positions

$PWR $GLW $LHX $GE

$996M

32 positions

#10Royal Palms Capital LLCPassive

Some overlap · 7 shared positions

$GLW $SLV $NEM $ET $PPL $GE

$101M

50 positions

#11Stack Financial Management, IncActive

Some overlap · 5 shared positions

$PWR $LHX $AEM $AGQ $EMR

$1.4B

52 positions

#12AMJ Financial Wealth ManagementPassive

Some overlap · 4 shared positions

$PWR $GLW $EMR $NEM

$424M

86 positions

#13Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$AEM $PWR $HON $NEM

$118M

85 positions

#14Kercheville Advisors, LLCPassive

Some overlap · 4 shared positions

$AEM $TME $MPLX $ET

$313M

106 positions

#15IAT REINSURANCE CO LTD.Active

Some overlap · 4 shared positions

$GLW $KKR $AMGN $GE

$310M

67 positions

#16MEYER HANDELMAN COActive

Some overlap · 5 shared positions

$HON $GLW $AMGN $GE $KMB

$3.2B

220 positions

#17UNITED BANKActive

Some overlap · 5 shared positions

$GLW $AMGN $ABT $HON $AWK

$781M

121 positions

#18FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 4 shared positions

$KKR $PWR $EMR $AMGN

$176M

104 positions

#19BRADLEY FOSTER & SARGENT INC/CTActive

Some overlap · 5 shared positions

$AEM $TMO $GE $ABT $PWR

$6.4B

516 positions

#20Cornerstone Capital, Inc.Active

Some overlap · 5 shared positions

$GLW $AMGN $TMO $ABT $KMB

$1.0B

118 positions

#21High Net Worth Advisory Group LLCPassive

Some overlap · 4 shared positions

$KKR $AMGN $TMO $ABT

$429M

244 positions

#22Themes Management Co LLCPassive

Some overlap · 5 shared positions

$HON $LHX $GE $AEM $NEM

$162M

151 positions

#23Perennial Advisors, LLCPassive

Some overlap · 5 shared positions

$KKR $HON $TMO $AMGN $AWK

$587M

122 positions

#24NovaPoint Capital, LLCPassive

Some overlap · 4 shared positions

$GLW $LHX $HON $ABT

$399M

79 positions

#25CapWealth Advisors, LLCActive

Some overlap · 4 shared positions

$GLW $AMGN $HON $GE

$1.3B

118 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.