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Hedge Funds Similar to Financial Council,

13F Portfolio OverlapQ1 2026Financial Council, portfolio →
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Most similar hedge funds by 13F overlap

Financial Council, LLC is an institutional investor managing $259M across 101 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 Financial Council, are WHI, LEE JOHNSON ,, PTM WEALTH ,, with shared positions in $LEN, $EPAM, $MAR, $GE, $DHR, $KO. The full ranking of 25 similar funds is below.

#1WHI TRUST Co LLCSmart money
Substantial overlap · 4 shared positions
$LEN$EPAM$MAR$GE
$133M
88 positions
#2LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Substantial overlap · 7 shared positions
$LEN$DHR$GE$KO$CSX$MU
$279M
80 positions
#3PTM WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$LEN$CEG$GEV
$189M
56 positions
#4TLWMSmart money
Notable overlap · 4 shared positions
$LEN$EPAM$BAC$DHR
$555M
69 positions
#5ATX Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$LEN$MAR$ABT$CEG
$132M
81 positions
#6Wealthquest CorpSmart money
Notable overlap · 3 shared positions
$LEN$GE$ABT
$1.3B
148 positions
#7Koss-Olinger Consulting, LLCActive
Notable overlap · 4 shared positions
$LEN$AFRM$GE$GEV
$1.2B
254 positions
#8GERMAN AMERICAN BANCORP, INC.Active
Notable overlap · 5 shared positions
$LEN$KO$ABT$BAC$MU
$1.2B
148 positions
#9Midwestern Financial, LLC /IAActive
Notable overlap · 3 shared positions
$LEN$MAR$SBUX
$127M
54 positions
#10Winthrop Advisory Group LLCActive
Notable overlap · 4 shared positions
$LEN$EPAM$DHR$BAC
$1.2B
195 positions
#11Dominguez Wealth Management Solutions, Inc.Active
Notable overlap · 4 shared positions
$LEN$KO$MU$BAC
$165M
67 positions
#12Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$LEN$MAR$ABT
$148M
83 positions
#13Physician Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LEN$DHR$MAR
$719M
2,057 positions
#14Arcus Capital Partners, LLCActive
Some overlap · 3 shared positions
$EPAM$LEN$KO
$278M
121 positions
#15Abundance Wealth CounselorsActive
Some overlap · 3 shared positions
$LEN$DHR$MAR
$697M
246 positions
#16Ehrenkranz Partners L.P.Smart money
Some overlap · 4 shared positions
$LEN$GE$KO$GEV
$126M
47 positions
#17TOMPKINS FINANCIAL CORPPassive
Some overlap · 3 shared positions
$LEN$DHR$ABT
$1.3B
565 positions
#18Dentgroup LLC
Some overlap · 3 shared positions
$LEN$DHR$MAR
$146M
93 positions
#19Sageworth Trust CoActive
Some overlap · 6 shared positions
$LEN$ABT$AFRM$GE$GEV$MAR
$2.3B
172 positions
#20EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$EPAM$LEN$BAC
$214M
83 positions
#21PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$EPAM$LEN$DHR$MAR
$292M
114 positions
#22Sageworth Trust Co of South DakotaActive
Some overlap · 5 shared positions
$LEN$AFRM$DHR$GE$GEV
$126M
56 positions
#23Pitcairn Wealth Advisors LLCActive
Some overlap · 3 shared positions
$EPAM$LEN$DHR
$1.1B
271 positions
#24PlanVest Financial, IncPassive
Some overlap · 3 shared positions
$LEN$AMAT$ABT
$131M
565 positions
#25Madrona Financial Services, LLCActive
Some overlap · 3 shared positions
$LEN$SBUX$MU
$457M
123 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.