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Hedge Funds Similar to WOODMONT INVESTMENT COUNSEL

13F Portfolio OverlapQ2 2026WOODMONT INVESTMENT COUNSEL portfolio →
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Most similar hedge funds by 13F overlap

WOODMONT INVESTMENT COUNSEL LLC is an institutional investor managing $1.8B across 287 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 WOODMONT INVESTMENT COUNSEL are Jefferson Bridge, 12th Street Asset Company, Canal Insurance, with shared positions in $SNEX, $DELL, $HCA, $DUK, $PNFP, $CB. The full ranking of 25 similar funds is below.

#1Jefferson Bridge Capital, LLCPassive
Substantial overlap · 12 shared positions
$SNEX$DELL$HCA$DUK$PNFP$CB
$115M
53 positions
#212th Street Asset Management Company, LLCActive
Notable overlap · 5 shared positions
$DELL$SNEX$PNFP$FANG$HROW
$702M
32 positions
#3Canal Insurance COActive
Notable overlap · 5 shared positions
$DELL$DUK$VZ$PFE$GD
$426M
73 positions
#4Persium Advisors, LLCSmart money
Notable overlap · 5 shared positions
$DELL$DUK$VZ$PFE$GD
$191M
70 positions
#5MRP Capital Investments, LLCPassive
Notable overlap · 3 shared positions
$DELL$SNEX$PFE
$136M
223 positions
#6ABNER HERRMAN & BROCK LLCActive
Notable overlap · 4 shared positions
$DELL$CB$VZ$EMR
$1.0B
121 positions
#7Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$DELL$DUK$EMR$VZ$CB$PFE
$347M
138 positions
#8BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$DELL$CB$EMR
$2.5B
270 positions
#9ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$DUK$CB$VZ$EMR$PFE
$646M
122 positions
#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$DUK$CB$VZ$EMR
$203M
58 positions
#11Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$DELL$VZ$EMR
$1.4B
101 positions
#12Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$VZ$PFE
$1.5B
139 positions
#13AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DELL$VZ$PFE
$197M
140 positions
#14DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$DELL$CB$HCA
$2.3B
170 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$CB$DUK$VZ$EMR$FANG
$504M
136 positions
#16LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$HCA$CB$PFE$BAM
$360M
59 positions
#17Seven Springs Wealth Group, LLCActive
Some overlap · 4 shared positions
$DUK$DELL$VZ$HCA
$458M
85 positions
#18Asio Capital, LLCActive
Some overlap · 4 shared positions
$DELL$HCA$PNFP$FANG
$816M
131 positions
#19DCM Advisors, LLCActive
Some overlap · 3 shared positions
$DELL$PFE$VZ
$253M
38 positions
#20Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$HCA$CB$VZ
$628M
100 positions
#21BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$PNFP$CB$VZ$DUK
$223M
114 positions
#22ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 4 shared positions
$DUK$VZ$EMR$DELL
$604M
159 positions
#23Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$DELL$PFE$GD
$258M
57 positions
#24GQG Partners LLCActive
Some overlap · 4 shared positions
$CB$DUK$VZ$DELL
$53.8B
102 positions
#25Brick & Kyle, AssociatesActive
Some overlap · 3 shared positions
$DELL$DUK$VZ
$303M
96 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.