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Hedge Funds Similar to Councilmark Asset

13F Portfolio OverlapQ3 2026Councilmark Asset portfolio →
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Most similar hedge funds by 13F overlap

Councilmark Asset Management, LLC is an institutional investor managing $194M across 87 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Councilmark Asset are Kinsale Group, Hudson Portfolio, ProVise Group, with shared positions in $MCK, $BNY, $PM, $AMGN, $PGR, $DIS. The full ranking of 25 similar funds is below.

#1Kinsale Capital Group, Inc.Active
Notable overlap · 6 shared positions
$MCK$BNY$PM$AMGN$PGR$DIS
$754M
41 positions
#2Hudson Portfolio Management LLCPassive
Notable overlap · 5 shared positions
$MCK$BNY$AMGN$OMC$VZ
$132M
117 positions
#3ProVise Management Group, LLCPassive
Notable overlap · 7 shared positions
$PM$BNY$MCK$COP$ACN$AMGN
$1.5B
282 positions
#4Keystone Financial ServicesActive
Some overlap · 5 shared positions
$PM$BNY$MCK$COP$OMC
$388M
131 positions
#5R.H. Investment Group, LLCActive
Some overlap · 6 shared positions
$PM$AMGN$COP$UNP$DEO$VZ
$133M
47 positions
#6Tortuga Wealth Management, IncPassive
Some overlap · 3 shared positions
$MCK$AMGN$VZ
$141M
141 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$BNY$AMGN$COP$UNP$VZ
$363M
92 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BNY$AMGN$MCK
$292M
99 positions
#9KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$PM$CCJ$COP$MCK$FMX
$198M
97 positions
#10First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$PM$AMGN$DIS$UNP$ACN
$529M
75 positions
#11Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$BNY$PM$UNP$AMGN$VZ
$87M
113 positions
#12FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$PM$BNY$COP$MCK$OMC
$355M
257 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$BNY$AMGN$MCK
$360M
73 positions
#14Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$MCK$AMGN$DIS$OMC
$1.0B
765 positions
#15SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$MCK$DIS$UNP
$3.0B
79 positions
#16CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$PM$COP$BNY$DIS$MCK$OMC
$289M
192 positions
#17Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$PM$AMGN$CF$VZ
$513M
70 positions
#18Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PM$AMGN$UNP$VZ
$263M
373 positions
#19Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$PM$BNY$COP$ACN$OMC
$186M
135 positions
#20William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$MCK$LH$COP$BNY$VZ
$208M
258 positions
#21Eley Financial Management, IncPassive
Some overlap · 6 shared positions
$MCK$CF$COP$UNP$ACN$VZ
$309M
72 positions
#22Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$MCK$AMGN$COP$VZ
$347M
138 positions
#23Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$PM$AMGN$DIS
$96M
50 positions
#24Zuckerman Investment Group, LLCActive
Some overlap · 3 shared positions
$MCK$PGR$DIS
$1.2B
139 positions
#25Beirne Wealth Consulting Services, LLCActive
Some overlap · 4 shared positions
$AMGN$CCJ$BNY$COP
$505M
99 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.