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Hedge Funds Similar to JOHNSON INVESTMENT COUNSEL

13F Portfolio OverlapQ1 2026JOHNSON INVESTMENT COUNSEL portfolio →
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Most similar hedge funds by 13F overlap

JOHNSON INVESTMENT COUNSEL INC is an institutional investor managing $12.4B across 810 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 JOHNSON INVESTMENT COUNSEL are Minot DeBlois Advisors, BURLING WEALTH PARTNERS,, Chesley Taft & Associates, with shared positions in $MKL, $TJX, $DHR, $ADI, $ABT, $ASML. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$MKL$TJX$DHR$ADI$ABT$ASML
$110M
226 positions
#2BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 8 shared positions
$MKL$TJX$WM$ABT$DHR$HON
$618M
177 positions
#3Chesley Taft & Associates LLCPassive
Some overlap · 8 shared positions
$DHR$APH$WM$KO$ABT$MKL
$2.4B
370 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$WMB$TJX$KO$ABT$MCD$HON
$446M
104 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$MKL$WM$TJX$ABT$MCD$HON
$280M
107 positions
#6Live Oak Private Wealth LLCPassive
Some overlap · 6 shared positions
$MKL$TJX$DHR$ADI$ABT$HON
$717M
207 positions
#7Destination Wealth ManagementPassive
Some overlap · 7 shared positions
$TJX$ADI$WM$MKL$ABT$MCD
$3.9B
327 positions
#8Baker Chad RActive
Some overlap · 6 shared positions
$TJX$DHR$WM$APH$ADI$ABT
$530M
56 positions
#9HALL LAURIE J TRUSTEEPassive
Some overlap · 6 shared positions
$TJX$DHR$WM$APH$ADI$ABT
$283M
104 positions
#10PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$TJX$DHR$ABT$APH$MCD$HON
$412M
83 positions
#11SCHULHOFF & CO INCPassive
Some overlap · 6 shared positions
$CINF$KO$WM$ABT$HON$MCD
$243M
133 positions
#12ARWA LLCPassive
Some overlap · 6 shared positions
$TJX$WM$AEP$NDAQ$ABT$MRSH
$202M
149 positions
#13Elefante Mark BPassive
Some overlap · 7 shared positions
$TJX$DHR$ADI$ABT$ASML$HON
$182M
58 positions
#14Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$TJX$DHR$WM$ABT$MCD$HON
$100M
54 positions
#15CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$WMB$TJX$WM$KO$ABT
$1.1B
149 positions
#16Phraction Management LLCActive
Some overlap · 6 shared positions
$WMB$DHR$ADI$ASML$HON$MKL
$483M
65 positions
#17BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$WMB$DHR$ADI$LNT$HON
$545M
145 positions
#18Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$WMB$MKL$DHR$MCD$ASML
$373M
96 positions
#19Enhancing Capital LLCPassive
Some overlap · 6 shared positions
$AEP$WM$LNT$MCD$HON$KO
$135M
86 positions
#20NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$ADI$DHR$KO$ASML$MRSH
$1.3B
161 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$TJX$WM$KO$ABT$MCD$HON
$353M
78 positions
#22Delaney Dennis RPassive
Some overlap · 6 shared positions
$TJX$DHR$ADI$ABT$ASML$HON
$282M
60 positions
#23NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$DHR$WM$TJX$MCD$ASML$HON
$2.4B
189 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$WMB$AEP$KO$MCD$HON
$5.0B
201 positions
#25BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 6 shared positions
$APH$ADI$DHR$ABT$MCD$MRSH
$6.4B
516 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.