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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
$159M
57 positions
#3Ironwood Investment Counsel, LLCPassive
Notable overlap · 7 shared positions
$UPS$AXP$ACN$CTVA$LOW$LH
$762M
267 positions
#4TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 7 shared positions
$LOW$AXP$MCK$TSCO$SYK$INTU
$211M
127 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
$471M
78 positions
#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ANET$ACN$SLB$FAST$INTU$PEP
$499M
73 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
$968M
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
$220M
95 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
880 positions
#18Maj Invest Holding A/SActive
Some overlap · 3 shared positions
$UPS$LOW$AXP
$2.2B
40 positions
#19Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$ANET$AXP$MCK$PH$BKNG
$2.5B
166 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
$287M
135 positions
#22William Allan CorpActive
Some overlap · 7 shared positions
$UPS$SYK$MCD$AXP$PEP$LOW
$204M
62 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
$297M
103 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.