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Hedge Funds Similar to ZWJ INVESTMENT COUNSEL

13F Portfolio OverlapQ2 2026ZWJ INVESTMENT COUNSEL portfolio →
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Most similar hedge funds by 13F overlap

ZWJ INVESTMENT COUNSEL INC is an institutional investor managing $3.1B across 290 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ZWJ INVESTMENT COUNSEL are Martin Investment, CAMBIAR INVESTORS, CRAWFORD INVESTMENT COUNSEL, with shared positions in $AZN, $AXP, $TMO, $ROP, $AME, $CB. The full ranking of 25 similar funds is below.

#1Martin Investment Management, LLCActive
Notable overlap · 5 shared positions
$AZN$AXP$TMO$ROP$AME
$300M
47 positions
#2CAMBIAR INVESTORS LLCActive
Notable overlap · 6 shared positions
$AXP$CB$UBER$OMC$ELV$SRE
$2.3B
150 positions
#3CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$AZN$AEP$AXP$OMC$MDLZ
$6.0B
306 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$AZN$CB$PGR$SRE
$2.1B
131 positions
#5Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$CB$AXP$TMO$UBER$NOC
$222M
88 positions
#6OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AZN$BA$BWXT$UBER
$391M
111 positions
#7Evelyn Partners Investment Management Services Ltd
Some overlap · 4 shared positions
$AZN$CB$TMO$MDLZ
$850M
281 positions
#8Meiji Yasuda America IncActive
Some overlap · 6 shared positions
$AXP$CTVA$CB$UBER$AEP$PGR
$598M
57 positions
#9CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CB$AXP$BA$UBER
$2.0B
76 positions
#10DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$CB$BA$TMO$ELV
$124M
100 positions
#11LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$CB$PSX$TMO$ELV
$361M
59 positions
#12BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$AXP$CB$CTVA$AEP$NOC
$740M
203 positions
#13Bensler, LLCPassive
Some overlap · 4 shared positions
$PGR$AXP$UBER$BWXT
$1.1B
198 positions
#14ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$CB$AXP$AME$TMO
$1.9B
88 positions
#15Evelyn Partners Investment Management LLP
Some overlap · 3 shared positions
$AZN$CB$TMO
$3.7B
410 positions
#16Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$BA$AXP$TMO$UBER
$825M
104 positions
#17PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$AZN$TMO$ELV$J
$836M
93 positions
#18Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$CB$TMO$UBER$PGR
$7.1B
433 positions
#19Beutel, Goodman & Co Ltd.Active
Some overlap · 4 shared positions
$CB$AXP$OMC$ELV
$13.6B
163 positions
#20VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$PGR$UBER$ROP$MDLZ
$838M
85 positions
#21PGGM InvestmentsActive
Some overlap · 4 shared positions
$AZN$TMO$CTVA$ROP
$4.1B
59 positions
#22GQG Partners LLCActive
Some overlap · 3 shared positions
$CB$PGR$AEP
$53.8B
102 positions
#23SNYDER CAPITAL MANAGEMENT L PActive
Some overlap · 4 shared positions
$BWXT$INGR$AME$SSNC
$5.8B
69 positions
#24Chesley Taft & Associates LLCActive
Some overlap · 5 shared positions
$CB$AXP$TMO$UBER$AZN
$2.6B
369 positions
#25JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PGR$NOC$AME$AXP
$748M
68 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.