What hedge funds are most similar to Councilmark Asset Management, LLC?

The funds with the most similar 13F portfolios to Councilmark Asset Management, LLC are Aurdan ,, STUDIO INVESTMENT, Bristlecone Value Partners,, 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 Councilmark Asset ,

13F Portfolio OverlapQ1 2026Councilmark Asset , portfolio →

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Most similar hedge funds by 13F overlap

Councilmark Asset Management, LLC is an institutional investor managing $174M across 85 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 Councilmark Asset , are Aurdan ,, STUDIO INVESTMENT, Bristlecone Value Partners,, with shared positions in $HUM, $PM, $AMGN, $COP, $DIS, $UNP. The full ranking of 25 similar funds is below.

#1Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $AMGN

$333M

88 positions

#2STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$HUM $COP $AMGN $DIS $UNP $BAC

$547M

180 positions

#3Bristlecone Value Partners, LLCPassive

Notable overlap · 5 shared positions

$HUM $AMGN $BAC $INTC $DIS

$114M

68 positions

#4INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 4 shared positions

$HUM $AMGN $MCK $BAC

$314M

130 positions

#5Wingate Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $PM $VZ $UNP

$187M

121 positions

#6Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $BAC $COP

$239M

158 positions

#7Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $ACN $DIS $AMGN $NVR

$194M

54 positions

#8Stokes Family Office, LLCPassive

Notable overlap · 3 shared positions

$HUM $PM $MDLZ

$969M

276 positions

#9Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $COP $MCK

$167M

71 positions

#10CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$HUM $INTC $AMGN $BAC

$121M

54 positions

#11GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $MDLZ $BAC

$143M

67 positions

#12Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $PM $INTC

$169M

170 positions

#13Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $INTC

$251M

83 positions

#14Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $COP $AMGN

$379M

174 positions

#15WEST PACES ADVISORS INC.Active

Notable overlap · 3 shared positions

$HUM $BAC $MDLZ

$516M

197 positions

#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $COP $BAC

$350M

95 positions

#17Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $ACN $MDLZ $VZ

$114M

45 positions

#18Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $COP $BAC

$98M

68 positions

#19Hamrick Investment Counsel, llcPassive

Notable overlap · 3 shared positions

$HUM $AMGN $VZ

$180M

359 positions

#20Fusion Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $AMGN $BAC

$371M

104 positions

#21CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$HUM $DIS $UNP

$184M

66 positions

#22Mendel Capital Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AMGN $VZ

$199M

97 positions

#23SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$HUM $UNP $VZ $AMGN

$212M

66 positions

#24Gerald Baker Financial Group LLCPassive

Notable overlap · 3 shared positions

$HUM $PM $UNP

$253M

107 positions

#25Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$HUM $MCK $MDLZ

$436M

125 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.