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Hedge Funds Similar to Counterweight Ventures

13F Portfolio OverlapQ2 2026Counterweight Ventures portfolio →
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Most similar hedge funds by 13F overlap

Counterweight Ventures, LLC is an institutional investor managing $201M across 81 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 Counterweight Ventures are Aull & Monroe Investment, GODSEY & GIBB, United of KS, with shared positions in $DUK, $CSX, $AMGN, $STX, $WM, $RY. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Notable overlap · 6 shared positions
$DUK$CSX$AMGN$STX$WM$RY
$231M
125 positions
#2GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$RY$AMGN$DUK
$1.2B
611 positions
#3United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$NUE$DUK$STX$PLTR
$763M
98 positions
#4Belleair Asset Management, LLCActive
Some overlap · 3 shared positions
$RY$DUK$WM
$119M
84 positions
#5Decker Wealth Management LLCActive
Some overlap · 5 shared positions
$NUE$AMGN$WM$CSX$DUK
$493M
122 positions
#6Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DUK$PWR$PSX$WM
$1.3B
54 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$DUK$AMGN$PSX
$203M
58 positions
#8MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$PWR$CSX$ETHA$WM$PLTR
$138M
62 positions
#9PURSUIT WEALTH STRATEGIES, LLCPassive
Some overlap · 4 shared positions
$DUK$RY$WM$CSX
$77M
114 positions
#10Mayfair Advisory Group, LLCPassive
Some overlap · 4 shared positions
$RY$CSX$PLTR$DUK
$345M
186 positions
#11First PREMIER BankPassive
Some overlap · 4 shared positions
$DUK$AMGN$CSX$WM
$621M
388 positions
#12Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$RY$PSX$WM
$265M
100 positions
#13Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$RY$AMGN$STX
$1.0B
204 positions
#14PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$AMGN$PSX$DUK$WM
$1.2B
103 positions
#15SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$PSX$AMGN$DUK$WM
$1.3B
97 positions
#16Trust Co of the SouthActive
Some overlap · 3 shared positions
$RY$DUK$WM
$714M
140 positions
#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DUK$PSX$WM$AMGN
$390M
103 positions
#18HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DUK$AMGN$WM
$410M
53 positions
#19Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DUK$AMGN$WM
$292M
99 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DUK$AMGN$WM
$360M
73 positions
#21Bank OZKPassive
Some overlap · 4 shared positions
$PWR$CSX$AMGN$PSX
$337M
159 positions
#22Family Legacy, Inc.Passive
Some overlap · 4 shared positions
$DUK$AMGN$WM$CSX
$363M
124 positions
#23Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$AMGN$PSX$DUK$CSX
$122M
92 positions
#24Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$PSX$STX$DUK
$723M
260 positions
#25Old North State Trust, LLCPassive
Some overlap · 4 shared positions
$DUK$PWR$RY$STX
$194M
151 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.