What hedge funds are most similar to CRAWFORD INVESTMENT COUNSEL INC?

The funds with the most similar 13F portfolios to CRAWFORD INVESTMENT COUNSEL INC are MORGAN DEMPSEY, ZWJ INVESTMENT COUNSEL, GODSEY & GIBB,, 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 CRAWFORD INVESTMENT COUNSEL

13F Portfolio OverlapQ1 2026CRAWFORD INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

CRAWFORD INVESTMENT COUNSEL INC is an institutional investor managing $5.9B across 300 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 CRAWFORD INVESTMENT COUNSEL are MORGAN DEMPSEY, ZWJ INVESTMENT COUNSEL, GODSEY & GIBB,, with shared positions in $WEC, $PM, $KO, $MDT, $UPS, $AZN. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$WEC $PM $KO $MDT $UPS

$220M

148 positions

#2ZWJ INVESTMENT COUNSEL INCPassive

Notable overlap · 6 shared positions

$AZN $KO $AEP $AXP $ACN $MDLZ

$2.8B

241 positions

#3GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$AEP $PNC $KO $MDT $UPS

$1.1B

389 positions

#4TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$PM $MDT $OMC $SCHW $KO $WEC

$132M

96 positions

#5Foyston, Gordon, & Payne IncPassive

Notable overlap · 7 shared positions

$PM $AXP $KO $WTW $MDLZ $MRSH

$434M

67 positions

#6KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$JCI $PM $MDT $SCHW $AEP

$181M

93 positions

#7Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$JCI $PM $MDT $UPS $OMC

$9.8B

213 positions

#8Nexus Investment Management ULCActive

Notable overlap · 6 shared positions

$AEP $MDT $UPS $ROST $PFE $CSX

$715M

70 positions

#9Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$AEP $KO $UPS $MDT $MDLZ $DOV

$1.4B

52 positions

#10Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$JCI $PNC $KO $PFE $ICE

$221M

32 positions

#11Measured Risk Portfolios, Inc.Passive

Notable overlap · 4 shared positions

$AEP $PM $KO $UPS

$91M

66 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$KO $ACN $MDT $AXP $CSX $PFE

$218M

69 positions

#13Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$KO $UPS $ACN $MDLZ $HBAN $PFE

$139M

62 positions

#14VIKING GLOBAL INVESTORS LPActive

Some overlap · 6 shared positions

$PNC $JCI $SCHW $CSX $MAA $ICE

$35.7B

77 positions

#15Magellan Asset Management LtdActive

Some overlap · 6 shared positions

$WEC $MDT $KO $CSX $ICE $AEP

$7.7B

79 positions

#16SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 5 shared positions

$MDT $UPS $OMC $CSX $PFE

$3.0B

40 positions

#17Willis Investment CounselActive

Some overlap · 5 shared positions

$MDT $ACN $DGX $AEP $PFE

$1.8B

123 positions

#18CFC Planning Co LLCPassive

Some overlap · 4 shared positions

$PM $KO $AXP $UPS

$140M

72 positions

#19FIDUCIARY MANAGEMENT INC /WI/Active

Some overlap · 5 shared positions

$ACN $PNC $DGX $SCHW $ATR

$8.1B

62 positions

#20EQUITY INVESTMENT CORPActive

Some overlap · 4 shared positions

$PNC $MDT $UPS $SCHW

$5.1B

71 positions

#21CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$KO $MDT $SCHW $MDLZ $PFE

$1.4B

80 positions

#22Garton & Associates Financial Advisors LLCPassive

Some overlap · 5 shared positions

$AZN $KO $ACN $PNC $MDT

$122M

123 positions

#23Monte Financial Group, LLCPassive

Some overlap · 5 shared positions

$UPS $MDT $OMC $ACN $PFE

$282M

100 positions

#24BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$PM $AZN $AXP $MDT $PNC $UPS

$147M

116 positions

#25M&G PlcActive

Some overlap · 5 shared positions

$AZN $MDT $JCI $ACN $DGX

$19.4B

380 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.