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Hedge Funds Similar to Concord Investment Counsel

13F Portfolio OverlapQ2 2026Concord Investment Counsel portfolio →
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Most similar hedge funds by 13F overlap

Concord Investment Counsel Inc. is an institutional investor managing $366M across 50 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 Concord Investment Counsel are ABNER HERRMAN & BROCK, ACORN FINANCIAL ADVISORY SERVICES, BEARING POINT, with shared positions in $DELL, $MAR, $RCL, $ETN, $SNOW, $QCOM. The full ranking of 25 similar funds is below.

#1ABNER HERRMAN & BROCK LLCActive
Notable overlap · 3 shared positions
$DELL$MAR$RCL
$1.1B
111 positions
#2ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$DELL$ETN$MAR
$753M
223 positions
#3BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$DELL$ETN$SNOW
$740M
203 positions
#4VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$DELL$QCOM$SLB
$473M
120 positions
#5MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$DELL$SNOW$RCL
$1.2B
54 positions
#6HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$DELL$MAR$ETN
$1.1B
115 positions
#7SACKS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$DELL$ETN$QCOM
$148M
80 positions
#8Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$DELL$MAR$QCOM
$181M
73 positions
#9PLIMOTH TRUST CO LLCPassive
Some overlap · 3 shared positions
$DELL$ETN$QCOM
$501M
175 positions
#10SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ETN$DELL$QCOM
$205M
55 positions
#11Johnson Financial Group, LLCSmart money
Some overlap · 3 shared positions
$MAR$DELL$QCOM
$1.9B
279 positions
#12RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ETN$MAR$QCOM$SLB
$1.1B
90 positions
#13Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$DELL$SNOW$MAR
$347M
118 positions
#14Laurion Capital Management LPPassive
Some overlap · 3 shared positions
$DELL$SNOW$QCOM
$3.9B
420 positions
#15Kensington Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$DELL$QCOM$SLB
$230M
85 positions
#16TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Some overlap · 3 shared positions
$MAR$QCOM$SLB
$312M
195 positions
#17Quantum Private Wealth, LLCPassive
Some overlap · 3 shared positions
$DELL$SNOW$QCOM
$390M
171 positions
#18EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$ETN$MAR$QCOM
$745M
145 positions
#19Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$ETN$QCOM$SLB
$3.2B
82 positions
#20KEYSTONE INVESTORS PTE LTDActive
Some overlap · 3 shared positions
$MAR$SNOW$RCL
$1.9B
84 positions
#21Palouse Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$DELL$QCOM$GIS
$160M
124 positions
#22Odyssey Capital Advisors, Inc.Passive
Slight overlap · 4 shared positions
$ETN$SNOW$MAR$QCOM
$140M
101 positions
#23TOEWS CORP /ADVActive
Slight overlap · 4 shared positions
$ETN$MAR$DELL$QCOM
$686M
151 positions
#24Stonebridge Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$ETN$MAR$QCOM
$1.6B
215 positions
#25Trust Investment AdvisorsPassive
Slight overlap · 3 shared positions
$DELL$ETN$QCOM
$209M
97 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.