What hedge funds are most similar to WealthBridge Investment Counsel Inc.?

The funds with the most similar 13F portfolios to WealthBridge Investment Counsel Inc. are SOUND SHORE, Cambridge Financial Group, DB Fitzpatrick, 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 WealthBridge Investment Counsel

13F Portfolio OverlapQ3 2026WealthBridge Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

WealthBridge Investment Counsel Inc. is an institutional investor managing $377M across 44 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WealthBridge Investment Counsel are SOUND SHORE, Cambridge Financial Group, DB Fitzpatrick, with shared positions in $BA, $C, $TMO, $MDT, $OC, $DIS. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$BA $C $TMO $MDT $OC $DIS

$3.2B

40 positions

#2Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$C $ETN $FDX $BA $FDXF

$287M

33 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$ETN $BA $SBUX $TMO $DHR $MSCI

$121M

100 positions

#4Nexus Investment Management ULCActive

Notable overlap · 6 shared positions

$C $GILD $TMO $MDT $DHR $VZ

$808M

73 positions

#5RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$ETN $C $NOC $BA $DIS $COP

$4.0B

124 positions

#6CASTLEKEEP INVESTMENT ADVISORS LLCActive

Notable overlap · 5 shared positions

$C $BA $DIS $DHR $MDT

$200M

76 positions

#7McGinn Penninger Investment Management, Inc.Active

Notable overlap · 5 shared positions

$FDX $BA $SBUX $DIS $FDXF

$164M

38 positions

#8SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$C $LHX $MDT $VZ $MET $COP

$606M

79 positions

#9SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ETN $LHX $VZ $MDT

$208M

56 positions

#10J. Stern & Co. LLPActive

Notable overlap · 5 shared positions

$ETN $TMO $ABT $DIS $NOC

$1.1B

51 positions

#11Parkside Investments, LLCActive

Notable overlap · 5 shared positions

$C $TMO $DIS $FDX $COP

$879M

95 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$FDX $SBUX $GILD $MET $COP $ABT

$1.3B

58 positions

#13DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$BA $ABT $FDX $ETN $MDT $C

$530M

92 positions

#14STALEY CAPITAL ADVISERS INCActive

Notable overlap · 5 shared positions

$FDX $BA $C $DIS $VZ

$2.6B

193 positions

#15BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$ETN $C $BA $COP $DHR $ADI

$696M

113 positions

#16F&V Capital Management, LLCPassive

Notable overlap · 6 shared positions

$FDX $BA $MDT $VZ $FDXF $GILD

$561M

60 positions

#17MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$BA $GILD $MDT $LHX $COP

$112M

100 positions

#18M. Kraus & CoPassive

Notable overlap · 7 shared positions

$LHX $TMO $ABT $ETN $VZ $COP

$373M

83 positions

#19DAVIDSON INVESTMENT ADVISORSActive

Notable overlap · 7 shared positions

$ETN $C $LH $MDT $BA $FDXF

$2.4B

122 positions

#20Lombard Odier Asset Management (USA) CorpPassive

Notable overlap · 4 shared positions

$MET $GILD $FDX $DIS

$727M

142 positions

#21Huber Capital Management LLCActive

Notable overlap · 4 shared positions

$C $FDX $NOC $FDXF

$679M

99 positions

#22VIKING GLOBAL INVESTORS LPActive

Notable overlap · 6 shared positions

$TMO $BA $FDX $DIS $MSCI $FDXF

$35.1B

90 positions

#23Focused Investors LLCActive

Notable overlap · 4 shared positions

$FDX $LHX $NOC $DIS

$3.0B

23 positions

#24DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$ABT $DIS $LH $COP $LHX $MDT

$12.5B

186 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$C $MDT $VZ $SBUX

$233M

122 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.