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 Ironwood Investment Counsel,

13F Portfolio OverlapQ1 2026Ironwood Investment Counsel, portfolio →

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Most similar hedge funds by 13F overlap

Ironwood Investment Counsel, LLC is an institutional investor managing $694M across 263 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 Ironwood Investment Counsel, are OAK ASSOCIATES LTD /OH/, ARQ WEALTH ADVISORS,, Weaver C. Barksdale & Associates,, with shared positions in $SCHW, $LMT, $KLAC, $AMGN, $LOW, $LH. The full ranking of 25 similar funds is below.

#1OAK ASSOCIATES LTD /OH/Active

Notable overlap · 9 shared positions

$SCHW $LMT $KLAC $AMGN $LOW $LH

$1.5B

140 positions

#2ARQ WEALTH ADVISORS, LLCPassive

Notable overlap · 9 shared positions

$AXP $USB $SCHW $SYY $BUD $MCK

$555M

191 positions

#3Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$SCHW $LMT $ACN $CMI $AMGN $LOW

$105M

62 positions

#4Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$SCHW $AXP $MDT $CMI $LOW $ADBE

$695M

159 positions

#5Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$USB $ACN $MDT $AXP $LMT $AMGN

$218M

69 positions

#6Integras Partners LLCPassive

Notable overlap · 7 shared positions

$LMT $USB $ACN $SYY $CMI $AMGN

$152M

69 positions

#7Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $LMT $MDT $AMGN $LOW $IBM

$272M

95 positions

#8Stockman Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$AXP $USB $LMT $MDT $SYY $UPS

$906M

178 positions

#9Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$LMT $USB $MDT $AMGN $CCZ $DIS

$165M

86 positions

#10FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$AXP $LMT $AMGN $UPS $CCZ $DIS

$608M

74 positions

#11Buttonwood Financial Advisors Inc.Active

Notable overlap · 7 shared positions

$SCHW $TER $AXP $BUD $LMT $ADBE

$299M

108 positions

#12BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$LMT $MDT $KLAC $CMI $AMGN $LOW

$380M

98 positions

#13CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$AXP $USB $SYY $MDT $CCZ $LH

$2.2B

145 positions

#14DMKC Advisory Services, LLCPassive

Notable overlap · 6 shared positions

$USB $LMT $SYY $MDT $CMI $LOW

$240M

84 positions

#15WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$LMT $ACN $TER $CMI $DIS $AMGN

$1.2B

69 positions

#16Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$AXP $LMT $SYY $AMGN $UPS $IBM

$170M

82 positions

#17EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $LMT $SCHW $AMGN $CCZ $ACN

$1.4B

56 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$LMT $USB $MDT $AMGN $LOW $CCZ

$1.1B

105 positions

#19Gs Investments, Inc.Passive

Some overlap · 6 shared positions

$SCHW $ACN $KLAC $AMGN $USB $ADBE

$175M

134 positions

#20Lafayette Investments, Inc.Active

Some overlap · 7 shared positions

$SCHW $LMT $KLAC $LOW $DIS $ADBE

$494M

158 positions

#21Wynn Capital, LLCPassive

Some overlap · 7 shared positions

$AXP $SCHW $AMGN $IBM $MCK $DIS

$195M

107 positions

#22CLIFFORD SWAN INVESTMENT COUNSEL LLCActive

Some overlap · 7 shared positions

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

$2.9B

332 positions

#23Verity & Verity, LLCActive

Some overlap · 6 shared positions

$ACN $LMT $MDT $CMI $AMGN $UPS

$1.3B

138 positions

#24Smith Group Asset Management, LLCActive

Some overlap · 6 shared positions

$AXP $SCHW $KLAC $DIS $MCK $DG

$2.0B

162 positions

#25Brandywine Global Investment Management, LLC

Some overlap · 9 shared positions

$CCZ $MDT $DIS $AMGN $DG $LMT

$14.9B

601 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.