What hedge funds are most similar to Kensington Investment Counsel, LLC?

The funds with the most similar 13F portfolios to Kensington Investment Counsel, LLC are Wilkinson Global Asset, Vision, Martin Partners, 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 Kensington Investment Counsel

13F Portfolio OverlapQ2 2026Kensington Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

Kensington Investment Counsel, LLC is an institutional investor managing $230M across 85 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 Kensington Investment Counsel are Wilkinson Global Asset, Vision, Martin Partners, with shared positions in $TXN, $AMGN, $WSO, $DELL, $UNP, $SHW. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive

Notable overlap · 6 shared positions

$TXN $AMGN $WSO $DELL $UNP $SHW

$1.3B

62 positions

#2Vision Capital Management, Inc.Active

Notable overlap · 10 shared positions

$AMGN $QCOM $WSO $SNA $SLB $BR

$876M

156 positions

#3Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$TXN $GD $AMGN $PEP $UNP

$272M

72 positions

#4Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$DELL $AMGN $PEP $TXN $CNI

$1.5B

138 positions

#5Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$TXN $AMGN $UNP $PEP $QCOM $HON

$108M

52 positions

#6Hamlin Capital Management, LLCActive

Notable overlap · 4 shared positions

$SNA $TXN $WSO $SLB

$4.4B

30 positions

#7Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$GD $SNA $TXN $AMGN $QCOM

$111M

62 positions

#8ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$TXN $PEP $GD $AME $CHD $HON

$1.9B

88 positions

#9Advanced Asset Management Advisors IncActive

Notable overlap · 5 shared positions

$TXN $QCOM $AMGN $UNP $PEP

$380M

85 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$TXN $AMGN $QCOM $PEP

$1.2B

106 positions

#11DEARBORN PARTNERS LLCPassive

Notable overlap · 6 shared positions

$RSG $SNA $WSO $TXN $QCOM $SHW

$1.8B

269 positions

#12Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$GD $QCOM $PEP $UNP $SNA

$455M

57 positions

#13Insight Inv LLCPassive

Notable overlap · 5 shared positions

$WSM $GD $AMGN $QCOM $PEP

$212M

109 positions

#14Exeter Financial, LLCPassive

Notable overlap · 4 shared positions

$GD $TXN $PEP $AMGN

$261M

101 positions

#15Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$DELL $AMGN $WSM $TXN $WSO $CHD

$710M

193 positions

#16BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 4 shared positions

$TXN $GD $AMGN $BR

$235M

33 positions

#17Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$WSM $QCOM $AMGN $PEP $SHW

$274M

58 positions

#18Aristotle Capital Management, LLCActive

Notable overlap · 4 shared positions

$WSM $AMGN $QCOM $GD

$47.7B

212 positions

#19Crescent Sterling, Ltd.Passive

Notable overlap · 6 shared positions

$AMGN $PEP $QCOM $TXN $HON $HONA

$112M

85 positions

#20SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 4 shared positions

$GD $AMGN $PEP $UNP

$1.8B

176 positions

#21EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$GD $TXN $UNP $AMGN $PEP

$1.3B

58 positions

#22First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$TXN $AMGN $UNP $SLB $HON $HONA

$529M

75 positions

#23Davis Capital ManagementPassive

Notable overlap · 5 shared positions

$RSG $AMGN $UNP $QCOM $GD

$169M

1,270 positions

#24BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 5 shared positions

$TXN $AMGN $GD $PEP $BR

$346M

113 positions

#25MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$SNA $WSM $BR $HON $HONA

$508M

113 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.