What hedge funds are most similar to CRAWFORD INVESTMENT COUNSEL INC?

The funds with the most similar 13F portfolios to CRAWFORD INVESTMENT COUNSEL INC are SWP Investment, GODSEY & GIBB, TWIN CITY PRIVATE WEALTH, based on overlapping conviction holdings in the latest SEC filings.

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 CRAWFORD INVESTMENT COUNSEL

13F Portfolio OverlapQ2 2026CRAWFORD INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

CRAWFORD INVESTMENT COUNSEL INC is an institutional investor managing $6.0B across 306 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 CRAWFORD INVESTMENT COUNSEL are SWP Investment, GODSEY & GIBB, TWIN CITY PRIVATE WEALTH, with shared positions in $PM, $AZN, $PNC, $MDT, $AXP, $BLK. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive

Notable overlap · 6 shared positions

$PM $AZN $PNC $MDT $AXP $BLK

$145M

43 positions

#2GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$PNC $AEP $UPS $MDT $PAYX $BLK

$1.2B

383 positions

#3TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$PM $MDT $OMC $SCHW $BLK $WEC

$143M

104 positions

#4BRIAN LOW FINANCIAL GROUP, LLCPassive

Notable overlap · 6 shared positions

$PM $AZN $PNC $AXP $MDT $BLK

$171M

116 positions

#5KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$JCI $PM $MDT $SCHW $AEP

$192M

89 positions

#6M. Kulyk & Associates, LLCActive

Notable overlap · 6 shared positions

$PNC $JCI $AXP $BLK $CSX $XYL

$613M

113 positions

#7Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$PNC $MDT $UPS $HBAN $MDLZ

$159M

62 positions

#8SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$MDT $UPS $TEL $OMC $CSX

$3.2B

40 positions

#9Cullen Capital Management, LLCActive

Notable overlap · 4 shared positions

$JCI $PM $MDT $UPS

$10.2B

208 positions

#10Altrius Capital Management IncPassive

Notable overlap · 5 shared positions

$AZN $PM $UPS $HBAN $PAYX

$526M

89 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$PM $WEC $MDT $UPS

$233M

122 positions

#12PARTHENON LLCActive

Notable overlap · 8 shared positions

$AXP $SCHW $PAYX $DOV $PNC $MDLZ

$962M

133 positions

#13ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 5 shared positions

$AZN $AEP $AXP $OMC $MDLZ

$3.1B

290 positions

#14ProVise Management Group, LLCPassive

Some overlap · 5 shared positions

$PM $MDT $SCHW $OMC $BLK

$1.5B

282 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$PNC $AEP $MDT $TEL

$1.2B

106 positions

#16EQUITY INVESTMENT CORPActive

Some overlap · 4 shared positions

$PNC $MDT $UPS $SCHW

$5.2B

76 positions

#17Nexus Investment Management ULCActive

Some overlap · 5 shared positions

$AEP $MDT $UPS $ROST $CSX

$767M

72 positions

#18VAUGHAN DAVID INVESTMENTS LLC/ILActive

Some overlap · 6 shared positions

$AXP $AEP $WEC $PM $BLK $AZN

$5.0B

245 positions

#19CAMBIAR INVESTORS LLCActive

Some overlap · 4 shared positions

$PNC $MDT $AXP $OMC

$2.3B

150 positions

#20Measured Risk Portfolios, Inc.Active

Some overlap · 4 shared positions

$AEP $PM $UPS $PAYX

$112M

63 positions

#21Strategic Wealth Partners, Ltd.Passive

Some overlap · 5 shared positions

$PM $AZN $PNC $AXP $MDT

$1.6B

1,462 positions

#22ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 5 shared positions

$PNC $WEC $PM $MDT $PAYX

$156M

64 positions

#23Empire Life Investments Inc.Active

Some overlap · 5 shared positions

$PNC $ROST $PM $WEC $MSI

$1.8B

113 positions

#24Stack Financial Management, IncActive

Some overlap · 5 shared positions

$AEP $UPS $MDT $MDLZ $DOV

$1.3B

54 positions

#25Oliver Luxxe Assets LLCPassive

Some overlap · 5 shared positions

$PM $TEL $AZN $PNC $SCHW

$680M

199 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.