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Hedge Funds Similar to Carnegie Investment Counsel

13F Portfolio OverlapQ3 2026Carnegie Investment Counsel portfolio →
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Most similar hedge funds by 13F overlap

Carnegie Investment Counsel is an institutional investor managing $5.0B across 551 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Carnegie Investment Counsel are DB Fitzpatrick, Perkins Coie, Asset Advisors Investment, with shared positions in $ETN, $SYK, $CB, $SHW, $ORLY, $AMGN. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 7 shared positions
$ETN$SYK$CB$SHW$ORLY$AMGN
$121M
100 positions
#2Perkins Coie Trust CoPassive
Some overlap · 6 shared positions
$ETN$SCHW$CB$SYK$ECL$BLK
$626M
499 positions
#3Asset Advisors Investment Management, LLCActive
Some overlap · 6 shared positions
$SCHW$CB$SHW$AMGN$NEE$BLK
$1.1B
108 positions
#4DILLON & ASSOCIATES INCActive
Some overlap · 6 shared positions
$SYK$ETN$ORLY$ECL$NSC$NEE
$849M
79 positions
#5OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 7 shared positions
$ETN$AMGN$ECL$NSC$NEE$VZ
$329M
323 positions
#6Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$ETN$CB$NEE$CME$VZ$AMGN
$297M
129 positions
#7LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$CB$SYK$SCHW$AMGN$NEE$BLK
$155M
88 positions
#8Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$NEE$CME$AMGN$VZ
$657M
159 positions
#9St. Clair Advisors, LLCSmart money
Some overlap · 5 shared positions
$ETN$SYK$PGR$NSC$AMGN
$402M
81 positions
#10GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$ETN$SYK$LNT$AMGN$BLK
$1.2B
611 positions
#11Van Cleef Asset Management,IncActive
Some overlap · 5 shared positions
$SYK$SCHW$PGR$CB$BLK
$1.0B
120 positions
#12Talbot Financial, LLCActive
Some overlap · 5 shared positions
$SCHW$CB$SYK$AMGN$BLK
$1.4B
67 positions
#13Winthrop Partners - WNY, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$NEE$CME$VZ$ECL
$202M
87 positions
#14Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ETN$SYK$AMGN$NEE$BLK$CME
$170M
61 positions
#15LONDON CO OF VIRGINIAActive
Some overlap · 5 shared positions
$SCHW$CB$PGR$NSC$BLK
$17.5B
169 positions
#16MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CB$SHW$AMGN$ECL$NEE$BLK
$857M
166 positions
#17BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$SYK$ECL$CME
$740M
203 positions
#18River Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$ETN$CB$SYK$BLK$AMGN
$956M
217 positions
#19DAGCO, INC.Active
Some overlap · 6 shared positions
$ETN$SHW$ORLY$NSC$NEE$CB
$576M
118 positions
#20WELCH & FORBES LLCActive
Some overlap · 5 shared positions
$SYK$CB$ORLY$ECL$NEE
$8.2B
388 positions
#21Ridge Creek Global, IncPassive
Some overlap · 5 shared positions
$ETN$SYK$SHW$NEE$PGR
$129M
94 positions
#22FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$ETN$PGR$ECL$NEE$VZ$ORLY
$1.3B
157 positions
#23BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$SYK$CB$ETN$AMGN$BLK
$346M
113 positions
#24MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 7 shared positions
$CB$ECL$NEE$ORLY$ETN$SYK
$3.8B
2,398 positions
#25DEARBORN PARTNERS LLCPassive
Some overlap · 6 shared positions
$SYK$SHW$ECL$NEE$CME$VZ
$1.8B
269 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.