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 CLIFFORD SWAN INVESTMENT COUNSEL

13F Portfolio OverlapQ2 2026CLIFFORD SWAN INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

CLIFFORD SWAN INVESTMENT COUNSEL LLC is an institutional investor managing $3.1B across 340 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 CLIFFORD SWAN INVESTMENT COUNSEL are WILKINS INVESTMENT COUNSEL, Clark & Stuart, Ironwood Investment Counsel, with shared positions in $UPS, $CTVA, $EMR, $FAST, $SLB, $ACN. The full ranking of 25 similar funds is below.

#1WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 7 shared positions

$UPS $CTVA $EMR $FAST $SLB $ACN

$742M

119 positions

#2Clark & Stuart, IncPassive

Notable overlap · 6 shared positions

$UPS $FAST $EMR $SLB $SYK $PEP

$162M

52 positions

#3Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$UPS $AXP $ACN $CTVA $LOW $LH

$762M

267 positions

#4TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 7 shared positions

$LOW $AXP $MCK $TSCO $SYK $INTU

$217M

114 positions

#5BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 7 shared positions

$LOW $FAST $UPS $TSCO $LH $MCD

$453M

121 positions

#6Titan Investment Solutions LtdActive

Some overlap · 6 shared positions

$ANET $FAST $MCK $SYK $PEP $BKNG

$894M

60 positions

#7Hendershot Investments Inc.Active

Some overlap · 7 shared positions

$ACN $FAST $AXP $SYK $PEP $TSCO

$766M

134 positions

#8Richwood Investment Advisors, LLCActive

Some overlap · 6 shared positions

$LOW $AXP $WFC $TSCO $MCD $PEP

$142M

106 positions

#9Drexel Morgan & Co.Active

Some overlap · 5 shared positions

$UPS $AXP $SLB $EMR $MCD

$719M

60 positions

#10AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$LOW $ALSN $WFC $ACN $SYK $PEP

$518M

94 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ANET $ACN $SLB $FAST $INTU $PEP

$529M

72 positions

#12DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$UPS $LOW $WFC $EMR $ACN

$1.2B

599 positions

#13Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$UPS $AXP $SLB $MCD $PEP

$960M

178 positions

#14GHE, LLCSmart money

Some overlap · 5 shared positions

$ANET $LOW $AXP $MCD $PEP

$265M

57 positions

#15Boomfish Wealth Group, LLCPassive

Some overlap · 4 shared positions

$ANET $UPS $LOW $BKNG

$231M

102 positions

#16PCB Capital LLCPassive

Some overlap · 5 shared positions

$UPS $FAST $WFC $ANET $PEP

$82M

114 positions

#17TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 6 shared positions

$LOW $FAST $MCK $SYK $MCD $PEP

$1.0B

1,024 positions

#18Maj Invest Holding A/SActive

Some overlap · 3 shared positions

$UPS $LOW $AXP

$2.3B

40 positions

#19Smith Group Asset Management, LLCActive

Some overlap · 5 shared positions

$ANET $AXP $MCK $PH $BKNG

$1.5B

143 positions

#20Haverford Trust CoActive

Some overlap · 6 shared positions

$LOW $MCK $ACN $SYK $MCD $PEP

$11.6B

424 positions

#21Murphy Pohlad Asset Management LLCPassive

Some overlap · 5 shared positions

$UPS $CTVA $EMR $SLB $PEP

$288M

140 positions

#22William Allan CorpActive

Some overlap · 7 shared positions

$UPS $SYK $MCD $AXP $PEP $LOW

$199M

65 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$ACN $AXP $SYK $INTU $MCD $PEP

$273M

104 positions

#24Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$UPS $AXP $WFC $MCD $PEP

$181M

81 positions

#25Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$LOW $AXP $EMR $MCK $MCD

$292M

99 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.