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 CHELSEA COUNSEL

13F Portfolio OverlapQ2 2026CHELSEA COUNSEL portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CHELSEA COUNSEL CO is an institutional investor managing $236M across 232 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 CHELSEA COUNSEL are Cornerstone, J.P. Marvel Investment Advisors, AMJ Financial Wealth, with shared positions in $GLW, $AMGN, $TMO, $ABT, $KMB, $MMM. The full ranking of 25 similar funds is below.

#1Cornerstone Capital, Inc.Active

Notable overlap · 5 shared positions

$GLW $AMGN $TMO $ABT $KMB

$1.1B

120 positions

#2J.P. Marvel Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$GLW $MMM $TMO $AWK $ABT

$871M

64 positions

#3AMJ Financial Wealth ManagementActive

Notable overlap · 3 shared positions

$PWR $GLW $EMR

$424M

86 positions

#4Royal Palms Capital LLCPassive

Notable overlap · 5 shared positions

$GLW $SLV $ET $PPL $FCX

$113M

55 positions

#5Randolph Co IncActive

Notable overlap · 3 shared positions

$GLW $HON $HONA

$1.2B

47 positions

#6Axiom Investment Management LLCPassive

Notable overlap · 5 shared positions

$PWR $GLW $HON $HONA $ET

$150M

528 positions

#7UNITED BANKActive

Notable overlap · 5 shared positions

$GLW $AMGN $HON $AWK $ABT

$853M

130 positions

#8SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $AMGN $TMO

$1.7B

315 positions

#9LAWOOD & COPassive

Notable overlap · 4 shared positions

$GLW $HON $PPL $COP

$145M

94 positions

#10Tufton Capital ManagementPassive

Notable overlap · 4 shared positions

$GLW $EMR $MMM $ABT

$583M

131 positions

#11NovaPoint Capital, LLCPassive

Notable overlap · 4 shared positions

$GLW $LHX $HON $ABT

$464M

162 positions

#12Strong Tower Advisory ServicesPassive

Notable overlap · 6 shared positions

$PWR $MMM $LHX $AWK $KMB $FCX

$568M

92 positions

#13Karras Company, Inc.Active

Notable overlap · 3 shared positions

$GLW $TMO $AMGN

$109M

65 positions

#14New England Research & Management, Inc.Passive

Notable overlap · 6 shared positions

$PWR $AMGN $EMR $AWK $KMB $FCX

$259M

131 positions

#15Ridge Creek Global, IncPassive

Notable overlap · 4 shared positions

$AEM $PWR $HON $HONA

$129M

94 positions

#16RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$GLW $SLV $AEM $COP

$1.1B

90 positions

#17Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$PWR $LHX $TMO $COP

$271M

55 positions

#18Hudson Value Partners, LLCPassive

Notable overlap · 3 shared positions

$GLW $AMGN $TMO

$399M

113 positions

#19Insight Inv LLCPassive

Notable overlap · 3 shared positions

$GLW $AMGN $EMR

$210M

108 positions

#20Werlinich Asset Management, LLCActive

Notable overlap · 3 shared positions

$GLW $HON $HONA

$258M

57 positions

#21Stack Financial Management, IncActive

Notable overlap · 4 shared positions

$PWR $LHX $EMR $COP

$1.3B

54 positions

#22Massachusetts Wealth ManagementPassive

Some overlap · 6 shared positions

$GLW $MMM $AMGN $EMR $FCX $COP

$248M

96 positions

#23TRUST CO OF VIRGINIA /VAPassive

Some overlap · 3 shared positions

$GLW $AMGN $ABT

$1.3B

220 positions

#24KWMG, LLCPassive

Some overlap · 3 shared positions

$GLW $AMGN $KMB

$1.4B

155 positions

#25NEVILLE RODIE & SHAW INCActive

Some overlap · 3 shared positions

$PWR $GLW $TMO

$1.5B

239 positions

Compare CHELSEA COUNSEL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CHELSEA COUNSEL’s holdings

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.