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 Investment Counsel,

13F Portfolio OverlapQ1 2026Investment Counsel, portfolio →

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Most similar hedge funds by 13F overlap

Capital Investment Counsel, Inc is an institutional investor managing $816M across 249 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Investment Counsel, are BERKSHIRE, McGuire Investment Group,, Markin Volterra Fund, with shared positions in $AMAT, $PLTR, $MRVL, $TER, $GLW, $SCHW. The full ranking of 25 similar funds is below.

#1BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 5 shared positions

$AMAT $PLTR $MRVL $TER $GLW

$277M

114 positions

#2McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$AMAT $PLTR $SCHW $LMT $AMD $LRCX

$885M

121 positions

#3Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$AMAT $PLTR $MRVL $AMD $LRCX

$65M

34 positions

#4JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$AMAT $KO $LMT $SCHW $AMD $BAC

$822M

214 positions

#5Gunderson Capital Management Inc.Passive

Some overlap · 4 shared positions

$AMAT $AGQ $PLTR $AMD

$239M

46 positions

#6FAGAN ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$PLTR $AGQ $LOW $SCHW $AMD $BAC

$719M

135 positions

#7Family Legacy, Inc.Passive

Some overlap · 5 shared positions

$AMAT $LOW $KO $LMT $SCHW

$333M

124 positions

#8Applied Finance Capital Management, LLCPassive

Some overlap · 6 shared positions

$AMAT $LOW $ADBE $BAC $TGT $DIS

$1.3B

218 positions

#9Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$AMAT $MRVL $TER $PLTR $AMD $LRCX

$24.6B

1,057 positions

#10Legal Advantage Investments, Inc.Passive

Some overlap · 6 shared positions

$AMAT $PLTR $SCHW $LMT $VEEV $DIS

$194M

79 positions

#11Anther Capital LtdActive

Some overlap · 5 shared positions

$AMAT $MRVL $TER $GLW $LRCX

$3.8B

31 positions

#12Buttonwood Financial Advisors Inc.Active

Some overlap · 6 shared positions

$AMAT $TER $LMT $SCHW $ADBE $DIS

$299M

108 positions

#13TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$AMAT $LOW $KO $TGT $DIS

$113M

71 positions

#14Glassy Mountain Advisors, Inc.Passive

Some overlap · 5 shared positions

$AMAT $LOW $ADBE $BAC $DIS

$322M

77 positions

#15BURR FINANCIAL SERVICES, LLCActive

Some overlap · 5 shared positions

$AMAT $PLTR $AMD $LRCX $MRVL

$126M

25 positions

#16Lafayette Investments, Inc.Active

Some overlap · 7 shared positions

$LOW $LMT $SCHW $KO $ADBE $TROW

$494M

158 positions

#17Global Trust Asset Management, LLCPassive

Some overlap · 5 shared positions

$AMAT $PLTR $LOW $AMD $LRCX

$262M

458 positions

#18Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 6 shared positions

$AGQ $KO $LMT $SCHW $BAC $DIS

$495M

128 positions

#19Processus Wealth & Capital Management, LLCActive

Some overlap · 4 shared positions

$AMAT $PLTR $FDX $BAC

$147M

35 positions

#20Spectrum Financial Alliance Ltd LLCActive

Some overlap · 5 shared positions

$AGQ $MRVL $LMT $SCHW $BAC

$520M

30 positions

#21Founders Capital ManagementPassive

Some overlap · 6 shared positions

$AMAT $LMT $ADBE $GLW $KO $LOW

$205M

390 positions

#22BEACON INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$AMAT $LMT $FDX $AMD $BAC

$265M

171 positions

#23Van Diest Capital, LLCPassive

Some overlap · 5 shared positions

$AMAT $SCHW $KO $LRCX $DIS

$127M

190 positions

#24CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$AMAT $KO $SCHW $GLW $DIS

$1.4B

80 positions

#25Tairen Capital LtdActive

Some overlap · 5 shared positions

$AMAT $TER $AMD $GLW $LRCX

$924M

44 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.