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 Concord Investment Counsel

13F Portfolio OverlapQ1 2026Concord Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

Concord Investment Counsel Inc. is an institutional investor managing $297M across 41 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 Concord Investment Counsel are Parsonex Advisory Services,, KTF INVESTMENTS,, RE ADVISERS, with shared positions in $BAC, $ETN, $UNH, $RCL, $MAR, $DELL. The full ranking of 25 similar funds is below.

#1Parsonex Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$BAC $ETN $UNH $RCL

$102M

56 positions

#2KTF INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$MAR $DELL $UNH $BAC

$584M

91 positions

#3RE ADVISERS CORPActive

Some overlap · 3 shared positions

$BAC $ETN $UNH

$3.7B

111 positions

#4CLOUGH CAPITAL PARTNERS L PActive

Some overlap · 4 shared positions

$ETN $RCL $DELL $SLB

$1.0B

96 positions

#5Saranac Partners LtdPassive

Some overlap · 3 shared positions

$BAC $UNH $DHR

$234M

103 positions

#6Silicon Valley Capital PartnersActive

Some overlap · 4 shared positions

$MAR $BAC $UNH $SNOW

$1.0B

454 positions

#7BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$ETN $BAC $DHR

$578M

108 positions

#8BEACON INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$MAR $BAC $RCL

$265M

171 positions

#9Hudson Canyon Capital ManagementPassive

Some overlap · 3 shared positions

$DELL $ETN $BAC

$163M

52 positions

#10AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$MAR $BAC $UNH

$445M

77 positions

#11Nan Shan Life Insurance Co., Ltd.Active

Some overlap · 3 shared positions

$ETN $UNH $BAC

$2.8B

87 positions

#12Leeward Financial Partners, LLCPassive

Some overlap · 3 shared positions

$MAR $UNH $SNOW

$336M

97 positions

#13NS Partners LtdActive

Some overlap · 3 shared positions

$MAR $UNH $BAC

$2.2B

71 positions

#14TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 3 shared positions

$MAR $ETN $UNH

$182M

115 positions

#15MCDONALD PARTNERS LLCPassive

Some overlap · 3 shared positions

$ETN $BAC $MAR

$424M

208 positions

#1671 West Capital PartnersActive

Some overlap · 3 shared positions

$MAR $BAC $UNH

$2.3B

313 positions

#17Cumberland Partners LtdPassive

Some overlap · 3 shared positions

$ETN $UNH $DELL

$1.3B

157 positions

#18Everest Financial Group LLCPassive

Some overlap · 5 shared positions

$UNH $ETN $MAR $SNOW $DELL

$607M

199 positions

#19BEARING POINT CAPITAL, LLCPassive

Some overlap · 3 shared positions

$BAC $DELL $ETN

$638M

166 positions

#20First Bancorp, Inc /ME/Active

Some overlap · 3 shared positions

$MAR $ETN $SNOW

$201M

132 positions

#21KEMPNER CAPITAL MANAGEMENT INC.

Some overlap · 3 shared positions

$BAC $UNH $SLB

$106M

43 positions

#22Hershey Financial Advisers, LLCPassive

Some overlap · 3 shared positions

$DELL $MAR $SNOW

$116M

80 positions

#23VAN DEN BERG MANAGEMENT I, INCPassive

Some overlap · 4 shared positions

$DELL $UNH $DHR $SLB

$436M

133 positions

#24Volterra Technologies LPPassive

Some overlap · 5 shared positions

$DELL $UNH $SNOW $MAR $GIS

$823M

301 positions

#25AMF Tjanstepension ABActive

Some overlap · 3 shared positions

$BAC $ETN $RCL

$15.1B

117 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.