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 ARGUS INVESTORS' COUNSEL,

13F Portfolio OverlapQ1 2026ARGUS INVESTORS' COUNSEL, portfolio →

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Most similar hedge funds by 13F overlap

ARGUS INVESTORS' COUNSEL, INC. is an institutional investor managing $112M across 102 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 ARGUS INVESTORS' COUNSEL, are Gunderson, AMJ Financial Wealth, Notis-McConarty Edward, with shared positions in $PWR, $AMAT, $ADI, $TRGP, $GE, $ANET. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Passive

Notable overlap · 5 shared positions

$PWR $AMAT $ADI $TRGP $GE

$239M

46 positions

#2AMJ Financial Wealth ManagementPassive

Notable overlap · 5 shared positions

$PWR $AMAT $ANET $TT $TJX

$424M

86 positions

#3Notis-McConarty EdwardActive

Notable overlap · 7 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$219M

68 positions

#4Candelo Capital Management LPPassive

Notable overlap · 3 shared positions

$PWR $ADI $AMAT

$121M

31 positions

#5Elefante Mark BPassive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$182M

58 positions

#6PUZO MICHAEL JPassive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$343M

67 positions

#7Dempze Nancy EPassive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$182M

92 positions

#8CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 7 shared positions

$AMAT $SCHW $ANET $AXP $PANW $KLAC

$180M

58 positions

#9NZS Capital, LLCActive

Notable overlap · 7 shared positions

$TT $URI $PWR $KLAC $SNOW $DASH

$3.0B

58 positions

#10Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$1.2B

135 positions

#11Van Diest Capital, LLCPassive

Notable overlap · 6 shared positions

$AMAT $SCHW $WFC $ANET $ADI $KLAC

$127M

190 positions

#12Sandhill Capital Partners LLCActive

Notable overlap · 7 shared positions

$TT $SCHW $ANET $PANW $GE $UBER

$1.2B

95 positions

#13Delaney Dennis RPassive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$282M

60 positions

#14Bank OZKPassive

Notable overlap · 6 shared positions

$AMAT $PWR $ANET $TT $AXP $TJX

$283M

149 positions

#15SOMERVILLE KURT FPassive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$379M

91 positions

#16Kidder Stephen WPassive

Notable overlap · 6 shared positions

$ADI $AMAT $SCHW $AXP $TJX $UBER

$340M

76 positions

#17ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 8 shared positions

$ADI $CEG $PWR $KLAC $TJX $GE

$59.5B

102 positions

#18Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$AMAT $URI $ANET $PANW $KLAC $GE

$172M

76 positions

#19HALL LAURIE J TRUSTEEPassive

Notable overlap · 5 shared positions

$AMAT $ADI $NYT $TJX $GE

$283M

104 positions

#20Salvus Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ADI $SCHW $AMAT $ANET $AXP

$172M

126 positions

#21Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$AMAT $TT $TRGP $GE

$1.6B

31 positions

#22Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ADI $SCHW $ANET $AXP $KLAC $TJX

$2.0B

162 positions

#23Night Squared LPPassive

Notable overlap · 4 shared positions

$ADI $TT $AMAT $DASH

$681M

72 positions

#24Consilium Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$TT $WFC $AMAT $SNOW $GE $PWR

$293M

102 positions

#25CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$PWR $AMAT $CEG $PANW

$60M

36 positions

Compare ARGUS INVESTORS' COUNSEL,’s portfolio side by side

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View ARGUS INVESTORS' COUNSEL,’s holdings

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.