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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
812 positions
#6WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$TJX$URI$CRWD$ANET$SYK$NEE
$276M
75 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
$965M
177 positions
#10Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$TJX$KLAC$ANET$AJG$ARCC$DHR
$214M
50 positions
#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$SYK$TJX$SNPS$DHR$LOW
$10.3B
565 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
$606M
79 positions
#16TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 5 shared positions
$KLAC$SYK$LOW$AJG$NEE
$211M
127 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
$495M
200 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
$409M
214 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.