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Hedge Funds Similar to Counterweight Ventures,

13F Portfolio OverlapQ1 2026Counterweight Ventures, portfolio →
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Most similar hedge funds by 13F overlap

Counterweight Ventures, LLC is an institutional investor managing $178M across 80 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 Counterweight Ventures, are EDGAR LOMAX /VA, CONNORS INVESTOR SERVICES, Davidson, with shared positions in $USB, $DUK, $MS, $AMGN, $KO, $PANW. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$USB$DUK$MS$AMGN$KO
$1.4B
56 positions
#2CONNORS INVESTOR SERVICES INCActive
Notable overlap · 7 shared positions
$DUK$PANW$MS$KO$PWR$PLTR
$1.1B
149 positions
#3Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$USB$MS$PWR$PANW$DUK
$552M
93 positions
#4Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$AMGN$USB$RY$PSX$KO$WM
$245M
98 positions
#5Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$USB$MS$DUK$AMGN$KO
$638M
158 positions
#6Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$DUK$AMGN$MS$KO$GE$WM
$333M
124 positions
#7Lakeside Advisors, INC.Active
Some overlap · 6 shared positions
$USB$NUE$GE$WM$CSX$AMGN
$150M
65 positions
#8ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$PANW$DHR$AMGN$PSX$PLTR
$153M
61 positions
#9RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$USB$KO$GE$PANW$PLTR
$116M
116 positions
#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$USB$PANW$PWR$PLTR
$60M
36 positions
#11Stack Financial Management, IncActive
Some overlap · 6 shared positions
$DUK$PSX$DHR$KO$PWR$WM
$1.4B
52 positions
#12GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$RY$DUK$AMGN$KO
$1.1B
389 positions
#13Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$USB$DHR$DUK$WM
$788M
94 positions
#14GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$DHR$AMGN$PANW$MS$GE$KO
$908M
286 positions
#15Uniting Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$USB$DUK$PLTR$KO
$470M
205 positions
#16Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$USB$DHR$PWR$AMD$AMGN
$967M
219 positions
#17Kentucky Trust CoPassive
Some overlap · 4 shared positions
$USB$DUK$KO$AMGN
$191M
311 positions
#18Mendel Money ManagementPassive
Some overlap · 5 shared positions
$PANW$DHR$DUK$PWR$MS
$239M
137 positions
#19Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$USB$MS$WM$KO$DUK
$284M
125 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$AMGN$MS$KO$WM
$353M
78 positions
#21Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$AMGN$MS$KO$WM
$272M
95 positions
#22Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$USB$AMGN$KO$CSX$WM
$218M
69 positions
#23VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$USB$AMGN$PANW$GE
$343M
111 positions
#24Titan Investment Management LLCPassive
Some overlap · 4 shared positions
$USB$MS$PWR$PLTR
$113M
37 positions
#25Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$USB$DHR$MS
$98M
68 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.