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Hedge Funds Similar to Kensington Investment Counsel,

13F Portfolio OverlapQ1 2026Kensington Investment Counsel, portfolio →
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Most similar hedge funds by 13F overlap

Kensington Investment Counsel, LLC is an institutional investor managing $208M across 83 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 Kensington Investment Counsel, are Wilkinson Global Asset, Hamlin ,, DIVIDEND ASSETS ,, with shared positions in $AMGN, $TXN, $WSO, $UNP, $SHW, $ROST. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Notable overlap · 6 shared positions
$AMGN$TXN$WSO$UNP$SHW$ROST
$1.3B
60 positions
#2Hamlin Capital Management, LLCActive
Notable overlap · 4 shared positions
$SNA$WSO$TXN$SLB
$4.1B
30 positions
#3DIVIDEND ASSETS CAPITAL, LLCPassive
Notable overlap · 6 shared positions
$AMGN$TXN$WSM$UNH$UNP$SHW
$501M
138 positions
#4MCRAE CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$SNA$WSM$BR$UNH$HON
$482M
106 positions
#5VANTAGE WEALTH
Notable overlap · 4 shared positions
$AMGN$TXN$HON$CNI
$463M
30 positions
#6BONTEMPO OHLY CAPITAL MGMT LLCActive
Notable overlap · 5 shared positions
$TXN$GD$BR$AMGN$UNH
$222M
34 positions
#7EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$GD$TXN$UNP$AMGN$UNH
$1.4B
56 positions
#8Canoe Financial LPActive
Notable overlap · 6 shared positions
$SLB$CNI$HAL$TXN$ROST$SHW
$7.3B
112 positions
#9DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$RSG$SNA$WSO$TXN$SHW
$1.8B
269 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$TXN$HON$AMGN$UNP$SHW
$98M
50 positions
#11ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$TXN$HON$GD$AME$CHD
$1.7B
86 positions
#12Persium Advisors, LLCActive
Some overlap · 5 shared positions
$HON$GD$UNP$DELL$UNH
$127M
60 positions
#13SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 4 shared positions
$GD$AMGN$UNP$UNH
$1.8B
176 positions
#14CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$TXN$SLB$HON$UNP
$2.2B
145 positions
#15Edge Wealth Management LLCActive
Some overlap · 4 shared positions
$GD$SLB$HON$UNP
$585M
85 positions
#16Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$WSM$AMGN$SLB$SHW
$200M
53 positions
#17Verity & Verity, LLCActive
Some overlap · 4 shared positions
$AMGN$TXN$DELL$CNI
$1.3B
138 positions
#18Vision Capital Management, Inc.Active
Some overlap · 8 shared positions
$AMGN$HON$WSO$BR$SLB$SNA
$792M
150 positions
#19NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$TXN$GD$HON$UNP$ROST
$399M
79 positions
#20Hendershot Investments Inc.Active
Some overlap · 4 shared positions
$GD$BR$CNI$ROST
$744M
129 positions
#21Dorato Capital ManagementPassive
Some overlap · 6 shared positions
$GD$AMGN$UNP$SHW$CHD$TXN
$135M
254 positions
#22Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$GD$AMGN$TXN$HON$UNH$ROST
$168M
136 positions
#23Running Oak Capital LLCPassive
Some overlap · 4 shared positions
$GD$RSG$HON$AME
$741M
55 positions
#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TXN$HON$UNP$SLB
$506M
75 positions
#25Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$WSM$GD
$47.8B
191 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.