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Hedge Funds Similar to COUNSEL

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

CAPITAL COUNSEL LLC/NY is an institutional investor managing $2.6B across 58 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 COUNSEL are Cresset Asset, Patrick Mauro Investment Advisor, GUARDCAP ASSET Ltd, with shared positions in $ANET, $TECH, $ADI, $CME, $ADP, $PEP. The full ranking of 25 similar funds is below.

#1Cresset Asset Management, LLCActive
Notable overlap · 3 shared positions
$ANET$TECH$ADI
$27.6B
1,747 positions
#2Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 4 shared positions
$CME$ADP$PEP$GLW
$199M
38 positions
#3GUARDCAP ASSET MANAGEMENT LtdActive
Notable overlap · 3 shared positions
$CME$ADP$RELX
$1.4B
18 positions
#4Anomaly Capital Management, LPActive
Notable overlap · 3 shared positions
$ANET$MTD$DHR
$2.6B
24 positions
#5Seilern Investment Management LtdActive
Notable overlap · 4 shared positions
$IDXX$MTD$ADP$CME
$794M
24 positions
#6R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 3 shared positions
$ADP$QCOM$HUBB
$130M
40 positions
#7CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$CME$QCOM$ADP$ADI
$5.2B
56 positions
#8R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ADP$QCOM$ADI
$188M
39 positions
#9Eurizon SLJ Capital LtdPassive
Some overlap · 4 shared positions
$CME$ANET$ADP$IDXX
$271M
172 positions
#10BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$IDXX$QCOM$PEP$EME
$289M
65 positions
#11Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$ADP$CME$RELX$ANET
$406M
308 positions
#12Manitou Investment Management Ltd.Smart money
Some overlap · 3 shared positions
$IDXX$DHR$CME
$538M
48 positions
#13Long Road Investment Counsel, LLCActive
Some overlap · 4 shared positions
$ADP$IDXX$GILD$PEP
$271M
80 positions
#14Giverny Capital Inc.Active
Some overlap · 3 shared positions
$ADP$ANET$ADI
$3.0B
51 positions
#15MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$ADP$DCI$PEP
$1.3B
81 positions
#16Nutshell Asset Management LtdPassive
Some overlap · 3 shared positions
$IDXX$ANET$ADP
$300M
45 positions
#17NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ADP$IDXX$ANET$DHR$VLTO
$341M
91 positions
#18PineStone Asset Management Inc.Active
Some overlap · 5 shared positions
$CME$MTD$ADI$PEP$DCI
$16.2B
44 positions
#19VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$ADP$QCOM$PEP
$367M
111 positions
#20Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$QCOM$IDXX$DHR$ADP$FTV
$1.0B
83 positions
#21Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ANET$PEP$KKR
$204M
66 positions
#22SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$QCOM$ADP$PEP
$205M
55 positions
#23NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 3 shared positions
$ADP$QCOM$PEP
$1.6B
109 positions
#24Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$CME$QCOM$GILD$PEP
$473M
58 positions
#25WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$ADP$IDXX$QCOM$DHR$PEP
$947M
155 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.