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Hedge Funds Similar to Investment Counsel

13F Portfolio OverlapQ3 2026Investment Counsel portfolio →
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Most similar hedge funds by 13F overlap

Capital Investment Counsel, Inc is an institutional investor managing $935M across 265 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Investment Counsel are Tairen Ltd, Insight Inv, Goldstream Ltd, with shared positions in $MRVL, $TER, $QCOM, $GLW, $KLIC, $LOW. The full ranking of 25 similar funds is below.

#1Tairen Capital LtdActive
Some overlap · 5 shared positions
$MRVL$TER$QCOM$GLW$KLIC
$1.1B
44 positions
#2Insight Inv LLCPassive
Some overlap · 5 shared positions
$MRVL$QCOM$GLW$LOW$MS
$210M
108 positions
#3Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$MRVL$TER$QCOM$GLW
$132M
45 positions
#4Rafferty Asset Management, LLCActive
Some overlap · 4 shared positions
$MRVL$TER$QCOM$PLTR
$43.9B
1,133 positions
#5Ironwood Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$TER$LOW$QCOM$SCHW$GLW$LMT
$762M
267 positions
#6HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$MRVL$GLW$PLTR$LOW$MS
$1.1B
115 positions
#7Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$MRVL$QCOM$SCHW$LMT
$679M
31 positions
#8Tensor Edge Capital, LLCActive
Some overlap · 3 shared positions
$MRVL$TER$QCOM
$1.5B
18 positions
#9VMS Asset Management LimitedActive
Some overlap · 3 shared positions
$MRVL$TER$GLW
$264M
32 positions
#10BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$MRVL$TER$GLW
$462M
122 positions
#11Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$TER$GLW
$334M
81 positions
#12SWS PartnersPassive
Some overlap · 3 shared positions
$MRVL$TER$GLW
$465M
108 positions
#13Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$SCHW$LOW
$294M
135 positions
#14HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$SCHW$GLW
$217M
352 positions
#15Evergreen Quality Fund GP, Ltd.Active
Some overlap · 4 shared positions
$MRVL$QCOM$GLW$KLIC
$6.2B
43 positions
#16PVG ASSET MANAGEMENT CORPPassive
Some overlap · 3 shared positions
$MRVL$PLTR$GLW
$147M
126 positions
#17Fund Advisors of America Inc/FLPassive
Some overlap · 3 shared positions
$MRVL$PLTR$GLW
$110M
120 positions
#18Bosman Wealth Management, LLCActive
Some overlap · 3 shared positions
$MRVL$PLTR$DECK
$161M
56 positions
#19W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 4 shared positions
$MRVL$LOW$SCHW$ADBE
$1.4B
179 positions
#20Fedenia Advisers LLCActive
Some overlap · 4 shared positions
$MRVL$TER$GLW$PLTR
$425M
121 positions
#21Robeco Schweiz AGActive
Some overlap · 3 shared positions
$MRVL$TER$GLW
$5.5B
135 positions
#22CANTOR FITZGERALD, L. P.Active
Some overlap · 4 shared positions
$MRVL$GLW$PLTR$ADBE
$9.2B
319 positions
#23KERR FINANCIAL PLANNING CorpPassive
Some overlap · 3 shared positions
$MRVL$PLTR$GLW
$90M
545 positions
#24Citizens Business BankActive
Some overlap · 3 shared positions
$MRVL$PLTR$SCHW
$664M
139 positions
#25OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$LOW$QCOM$SCHW$LMT$ADBE$KLIC
$1.8B
139 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.