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 CUTLER INVESTMENT COUNSEL

13F Portfolio OverlapQ2 2026CUTLER INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

CUTLER INVESTMENT COUNSEL LLC is an institutional investor managing $1.1B across 157 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 CUTLER INVESTMENT COUNSEL are SPRING, Coston, McIsaac & Partners, Tandem Investment Advisors, with shared positions in $DE, $NEE, $MCD, $KR, $VZ, $MDT. The full ranking of 25 similar funds is below.

#1SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$DE $NEE $MCD $KR $VZ $MDT

$205M

55 positions

#2Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$TXN $NEE $MCD $VZ $MDT $PEP

$497M

948 positions

#3Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$BLK $NEE $RSG $MCD $PEP $BDX

$1.5B

68 positions

#4CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$DE $SCHW $VZ $MCD $PEP $MDT

$1.6B

85 positions

#5DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$SCHW $DE $CARR $MCD $PNC $PEP

$217M

108 positions

#6CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$DE $NEE $RSG $MCD $TXN $MDT

$767M

184 positions

#7First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$BLK $TXN $NEE $MCD $PSX $PFE

$529M

75 positions

#8Welch Group, LLCPassive

Notable overlap · 7 shared positions

$TXN $NEE $MCD $VZ $PEP $PFE

$2.9B

326 positions

#9Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$NEE $PNC $MCD $RSG $PEP $PSX

$175M

81 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$TXN $PNC $NEE $MTB $MDT $PEP

$1.2B

106 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$RSG $NEE $SCHW $MDT $PEP

$383M

74 positions

#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TXN $SCHW $BLK $NEE $PEP $VZ

$499M

73 positions

#13EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$CVS $NEE $TXN $SCHW $PEP $PFE

$1.3B

58 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$BLK $MCD $VZ $MDT $PEP $PSX

$201M

57 positions

#15RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CVS $BLK $MTB $MDT $PEP $PSX

$2.4B

181 positions

#16Cohen Capital Management, Inc.Active

Notable overlap · 6 shared positions

$DE $SCHW $CVS $PEP $NEE $CARR

$735M

152 positions

#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$PNC $DE $MTB $SCHW $MCD $PEP

$2.5B

270 positions

#18WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$NEE $BLK $CVS $PEP $CARR $DE

$1.3B

73 positions

#19Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$BLK $NEE $TXN $PEP $MDT

$339M

49 positions

#20Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$DE $NEE $CARR $Q $DD $PFE

$1.0B

765 positions

#21DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$SCHW $MCD $MDT $PEP $DE $TXN

$235M

96 positions

#22Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SCHW $DE $CVS $MDT $PEP

$125M

365 positions

#23GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 6 shared positions

$RSG $PNC $TXN $MCD $BDX $PEP

$1.9B

276 positions

#24Flagship Capital Management Inc.Active

Notable overlap · 6 shared positions

$BLK $CVS $VZ $PSX $LEN $Q

$158M

50 positions

#25Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$TXN $MCD $VZ $CVS $PEP $PSX

$261M

101 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.