What hedge funds are most similar to CUTLER INVESTMENT COUNSEL LLC?

The funds with the most similar 13F portfolios to CUTLER INVESTMENT COUNSEL LLC are SPRING ,, CORDA Investment ,, ADVOCATE GROUP, based on overlapping conviction holdings in the latest SEC filings.

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 CUTLER INVESTMENT COUNSEL

13F Portfolio OverlapQ1 2026CUTLER INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

CUTLER INVESTMENT COUNSEL LLC is an institutional investor managing $1.1B across 157 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 CUTLER INVESTMENT COUNSEL are SPRING ,, CORDA Investment ,, ADVOCATE GROUP, with shared positions in $DE, $MCD, $KR, $NEE, $VZ, $MDT. The full ranking of 25 similar funds is below.

#1SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$DE $MCD $KR $NEE $VZ $MDT

$198M

49 positions

#2CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$SCHW $DE $MCD $VZ $MDT $NKE

$1.4B

80 positions

#3ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$SCHW $MCD $KR $VZ $IBM $MDT

$639M

126 positions

#4Fonville Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SE $GMM $SCHW $SNOW $NKE

$525M

138 positions

#5DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$SCHW $MCD $DE $TXN $MDT $BDX

$253M

92 positions

#6Phoenix Wealth AdvisorsActive

Notable overlap · 4 shared positions

$SE $GMM $VZ $NEE

$253M

126 positions

#7Cohen Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$SCHW $DE $NEE $CVS $IBM

$644M

154 positions

#8Cobblestone Asset Management LLCPassive

Notable overlap · 4 shared positions

$GMM $SE $SNOW $IBM

$222M

73 positions

#9JDM Financial Group LLCActive

Notable overlap · 4 shared positions

$GMM $SCHW $BDX $SNOW

$259M

318 positions

#10CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$RSG $DE $MCD $NEE $MDT

$739M

164 positions

#11Welch Group, LLCPassive

Notable overlap · 6 shared positions

$MCD $NEE $VZ $TXN $IBM $DE

$2.7B

310 positions

#12Flavin Financial Services, Inc.Passive

Notable overlap · 6 shared positions

$RSG $MCD $NEE $PNC $VZ $PSX

$149M

72 positions

#13Disciplined Investments, LLCPassive

Notable overlap · 8 shared positions

$SCHW $SE $NEE $PSX $NKE $SNOW

$279M

141 positions

#14Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$MCD $VZ $TXN $IBM $CVS $PSX

$245M

98 positions

#15GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 6 shared positions

$RSG $MCD $TXN $PNC $BDX $IBM

$1.7B

268 positions

#16Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 5 shared positions

$SCHW $DE $CVS $MDT $SNOW

$101M

307 positions

#17Marathon Strategic Advisors, LLCActive

Some overlap · 4 shared positions

$GMM $SCHW $PSX $IBM

$139M

52 positions

#18Tranquilli Financial Advisor LLCPassive

Some overlap · 5 shared positions

$GMM $SCHW $BDX $SNOW $MDT

$171M

132 positions

#19DEARBORN PARTNERS LLCActive

Some overlap · 5 shared positions

$MCD $RSG $VZ $TXN $NEE

$1.8B

269 positions

#20FARMERS TRUST COPassive

Some overlap · 6 shared positions

$MCD $NEE $VZ $IBM $CVS $KR

$637M

203 positions

#21Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$DE $VZ $IBM $PNC $MDT $PSX

$308M

137 positions

#22SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$VZ $TXN $IBM $MDT $PSX $BDX

$728M

79 positions

#23BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 5 shared positions

$DE $MCD $SCHW $PNC $MTB

$2.3B

264 positions

#24Richard C. Young & CO., LTD.Active

Some overlap · 6 shared positions

$KR $VZ $IBM $MCD $PNC $PSX

$1.2B

93 positions

#25FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$MCD $NEE $VZ $TXN $IBM

$1.5B

235 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.