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 OverlapQ2 2026Ironwood Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

Ironwood Investment Counsel, LLC is an institutional investor managing $762M across 267 U.S. equity positions as of Q2 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 Stockman Wealth, ARQ WEALTH ADVISORS, MATRIX ASSET ADVISORS, with shared positions in $AXP, $SYY, $QCOM, $USB, $LMT, $UPS. The full ranking of 25 similar funds is below.

#1Stockman Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$AXP $SYY $QCOM $USB $LMT $UPS

$968M

178 positions

#2ARQ WEALTH ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$AXP $SCHW $SYY $USB $BUD $UPS

$807M

209 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$QCOM $USB $LMT $AMGN $MDT $LOW

$1.2B

106 positions

#4Buttonwood Financial Advisors Inc.Active

Notable overlap · 9 shared positions

$TER $SCHW $AXP $BUD $DIS $NOW

$329M

110 positions

#5Granite Group Advisors, LLCActive

Notable overlap · 8 shared positions

$QCOM $USB $LMT $AMGN $MDT $PEP

$169M

84 positions

#6FourThought Financial Partners, LLCPassive

Notable overlap · 8 shared positions

$KLAC $LMT $MDT $LOW $PEP $AMGN

$1.3B

393 positions

#7BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$SYY $LMT $USB $UPS $LH $LOW

$453M

121 positions

#8OAK ASSOCIATES LTD /OH/Active

Notable overlap · 7 shared positions

$KLAC $SCHW $QCOM $AMGN $LOW $LH

$1.8B

139 positions

#9Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$AXP $SCHW $CMI $ACN $MDT $LOW

$658M

152 positions

#10WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 9 shared positions

$TER $LMT $CMI $ACN $PEP $CRM

$1.3B

73 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

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

$530M

92 positions

#12DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$SCHW $QCOM $AMGN $ACN $MDT $PEP

$235M

96 positions

#13Bristlecone Value Partners, LLCActive

Notable overlap · 8 shared positions

$AXP $BUD $AMGN $LOW $PEP $DIS

$124M

70 positions

#14Cypress Capital, LLCActive

Notable overlap · 7 shared positions

$SCHW $LMT $QCOM $AMGN $MDT $LOW

$370M

113 positions

#15Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$AXP $QCOM $LMT $SYY $LOW $SCHW

$113M

87 positions

#16MARCO INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$KLAC $QCOM $AXP $LOW $AMGN $UPS

$1.5B

245 positions

#17FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Notable overlap · 8 shared positions

$AXP $UPS $LMT $PEP $AMGN $DIS

$670M

79 positions

#18Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$AXP $SYY $LMT $UPS $AMGN $PEP

$181M

81 positions

#19Sompo Asset Management Co., Ltd.Active

Notable overlap · 7 shared positions

$QCOM $KLAC $UPS $MDT $SYY $CRM

$609M

177 positions

#20Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$USB $LMT $UPS $ACN $MDT $PEP

$159M

62 positions

#21Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$AXP $SYY $QCOM $AMGN $LOW $PEP

$274M

58 positions

#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$KLAC $AXP $SCHW $PEP $CRM $SYY

$195M

67 positions

#23CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$AXP $SYY $USB $MDT $LH $PEP

$2.3B

150 positions

#24LifePlan Financial, LLCPassive

Notable overlap · 7 shared positions

$TER $USB $MDT $CTVA $CRM $CCZ

$143M

89 positions

#25Legacy TrustPassive

Notable overlap · 7 shared positions

$AXP $QCOM $KLAC $CMI $USB $CRM

$566M

210 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.