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 SIGMA INVESTMENT COUNSELORS

13F Portfolio OverlapQ2 2026SIGMA INVESTMENT COUNSELORS portfolio →

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Most similar hedge funds by 13F overlap

SIGMA INVESTMENT COUNSELORS INC is an institutional investor managing $2.1B across 218 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 SIGMA INVESTMENT COUNSELORS are NZS, Essential Investment Partners, Renaissance Investment Group, with shared positions in $SYK, $URI, $KLAC, $AJG, $ISRG, $CRWD. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive

Notable overlap · 7 shared positions

$SYK $URI $KLAC $AJG $ISRG $CRWD

$3.9B

61 positions

#2Essential Investment Partners LLCPassive

Notable overlap · 6 shared positions

$URI $TJX $SYK $ARCC $CRWD $KLAC

$125M

312 positions

#3Renaissance Investment Group LLCPassive

Notable overlap · 7 shared positions

$URI $TJX $CRWD $AJG $ISRG $NEE

$508M

84 positions

#4BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 7 shared positions

$URI $KLAC $IAU $AJG $NEE $DHR

$1.5B

234 positions

#5BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Notable overlap · 8 shared positions

$TJX $IAU $ANET $SYK $VRTX $URI

$2.7B

804 positions

#6WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$TJX $URI $CRWD $ANET $SYK $NEE

$263M

78 positions

#7Alaethes Wealth, LLCPassive

Some overlap · 7 shared positions

$KLAC $CRWD $ANET $IAU $NEE $TDG

$345M

111 positions

#8DUNCKER STREETT & CO INCPassive

Some overlap · 7 shared positions

$KLAC $CRWD $LOW $URI $TJX $DHR

$591M

521 positions

#9Bath Savings Trust CoActive

Some overlap · 6 shared positions

$SYK $TJX $NEE $AJG $DHR $ISRG

$966M

178 positions

#10Ayrshire Capital Management LLCPassive

Some overlap · 6 shared positions

$TJX $KLAC $ANET $AJG $ARCC $DHR

$219M

50 positions

#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 5 shared positions

$SYK $TJX $SNPS $DHR $LOW

$10.8B

564 positions

#12Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$KLAC $TJX $LOW $SYK $NEE $ISRG

$164M

134 positions

#13Avalon Trust CoActive

Some overlap · 6 shared positions

$KLAC $SYK $LOW $ANET $TJX $DHR

$1.6B

462 positions

#14Faithward Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $IAU $CRWD $ANET $URI

$819M

339 positions

#15NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 5 shared positions

$URI $SNPS $ANET $AJG $DHR

$595M

264 positions

#16TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$KLAC $SYK $LOW $AJG $NEE

$217M

114 positions

#17WELCH & FORBES LLCActive

Some overlap · 6 shared positions

$SYK $TJX $VRTX $AJG $DHR $NEE

$8.2B

388 positions

#18Capital Investment Services of America, Inc.Active

Some overlap · 4 shared positions

$SYK $TJX $SNPS $DHR

$1.0B

83 positions

#19MIROVAActive

Some overlap · 5 shared positions

$KLAC $SNPS $CRWD $ISRG $DHR

$2.7B

185 positions

#20QUEST INVESTMENT MANAGEMENT LLCActive

Some overlap · 6 shared positions

$IAU $ANET $KLAC $TJX $TDG $DHR

$856M

115 positions

#21YHB Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$URI $SYK $TJX $NEE $DHR $ISRG

$1.6B

314 positions

#22Fairvoy Private Wealth, LLCPassive

Some overlap · 5 shared positions

$KLAC $URI $CRWD $TJX $NEE

$496M

210 positions

#23BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$KLAC $URI $LOW $ISRG $SYK

$8.2B

401 positions

#24Ifrah Financial Services, Inc.Passive

Some overlap · 5 shared positions

$KLAC $IAU $SNPS $SYK $VRTX

$396M

205 positions

#25HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$TJX $KLAC $CRWD $SYK $NEE

$1.7B

479 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.