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Hedge Funds Similar to Financial Council

13F Portfolio OverlapQ2 2026Financial Council portfolio →
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Most similar hedge funds by 13F overlap

Financial Council, LLC is an institutional investor managing $308M across 106 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 Financial Council are Crescent Sterling, Ltd., EDGAR LOMAX, ANB BANK, with shared positions in $ABT, $CSX, $PEP, $MDY, $TXN, $SBUX. The full ranking of 25 similar funds is below.

#1Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$ABT$CSX$PEP$MDY$TXN
$112M
85 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$SBUX$ABT$PEP$TXN
$1.3B
58 positions
#3ANB BANKPassive
Some overlap · 4 shared positions
$SBUX$ABT$PEP$TXN
$268M
127 positions
#4BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$SBUX$ABT$PEP$TXN
$346M
113 positions
#5Smart Portfolios, LLC
Some overlap · 4 shared positions
$SBUX$ABT$PEP$TXN
$100M
99 positions
#6MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$SBUX$PEP$TXN$ABT$MDY
$1.2B
106 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$ABT$CSX$PEP$TXN
$108M
52 positions
#8Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$SBUX$PEP$STX$TXN
$169M
84 positions
#9Aberdeen Wealth Management LLCActive
Some overlap · 4 shared positions
$ABT$CSX$PEP$TXN
$208M
427 positions
#10Agate Pass Investment Management, LLCPassive
Some overlap · 4 shared positions
$ABT$SBUX$PEP$TXN
$271M
109 positions
#11Riverview Trust CoActive
Some overlap · 4 shared positions
$ABT$CSX$PEP$STX
$84M
166 positions
#12Silver Oak Advisory Group, Inc.Active
Slight overlap · 4 shared positions
$SBUX$CSX$MDY$TXN
$254M
86 positions
#13DAVIDSON TRUST COPassive
Slight overlap · 4 shared positions
$ABT$PEP$CSX$MDY
$256M
190 positions
#14COERENTE CAPITAL MANAGEMENTActive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$543M
43 positions
#15Ramsay, Stattman, Vela & Price, Inc.Passive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$562M
84 positions
#16GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$372M
82 positions
#17HARBOUR INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$194M
108 positions
#18Pine Haven Investment Counsel, IncPassive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$149M
116 positions
#19WIMMER ASSOCIATES 1, LLCPassive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$221M
113 positions
#20EVERETT HARRIS & CO /CA/Active
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$8.1B
292 positions
#21Sepio Capital, LPActive
Slight overlap · 4 shared positions
$ABT$SBUX$MDY$TXN
$2.0B
346 positions
#22Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$170M
121 positions
#23RB Capital Management, LLCPassive
Slight overlap · 3 shared positions
$SBUX$ABT$PEP
$513M
204 positions
#24CGC Financial Services, LLCActive
Slight overlap · 3 shared positions
$SBUX$CSX$PEP
$445M
337 positions
#25CONWAY CAPITAL MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$SBUX$CSX$CEG
$225M
39 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.