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Hedge Funds Similar to Samalin Investment Counsel,

13F Portfolio OverlapQ1 2026Samalin Investment Counsel, portfolio →
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Most similar hedge funds by 13F overlap

Samalin Investment Counsel, LLC is an institutional investor managing $282M across 319 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 Samalin Investment Counsel, are Oak Harvest Investment Services, SBE DBA CEDAR COVE WEALTH PARTNERS, OAK FAMILY ADVISORS,, with shared positions in $MS, $ALPS, $ETN, $DUK, $SCHW, $OUNZ. The full ranking of 25 similar funds is below.

#1Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$ALPS$ETN$DUK$SCHW
$958M
176 positions
#2SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 4 shared positions
$OUNZ$ALPS$SCHW$UNH
$191M
88 positions
#3OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MS$ALPS$EPD$UTG
$355M
116 positions
#4Objectivity Squared, LLCActive
Some overlap · 5 shared positions
$MS$MPLX$EPD$DUK$NSC
$159M
55 positions
#5TECTONIC ADVISORS LLCActive
Some overlap · 6 shared positions
$EPD$MPLX$ALPS$DUK$SCHW$ARCC
$1.9B
267 positions
#6Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$MS$BAC$ETN$SCHW
$163M
52 positions
#7Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$ALPS$SCHW$ARCC$OHI
$271M
116 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$BAC$DUK$SCHW$UNH
$1.4B
56 positions
#9Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$MS$BAC$DUK$UNH
$9.8B
213 positions
#10Pinnacle Holdings, LLCPassive
Some overlap · 5 shared positions
$MPLX$EPD$BAC$WES$UNH
$309M
233 positions
#11Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$BAC$MPLX$EPD$WES
$891M
88 positions
#12Sovereign Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$MPLX$EPD$WES
$472M
106 positions
#13MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$BAC$MPLX$EPD$WES
$3.7B
138 positions
#14Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$MS$BAC$ETN
$1.2B
125 positions
#15Oxbow Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$MPLX$EPD$OHI
$1.2B
245 positions
#16Northside Capital Management, LLCActive
Some overlap · 4 shared positions
$MPLX$EPD$BAC$DUK
$1.1B
193 positions
#17Iowa State BankPassive
Some overlap · 4 shared positions
$MS$ETN$BAC$DUK
$543M
117 positions
#18INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MPLX$EPD$WES$DUK$APO
$1.4B
149 positions
#19Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$ALPS$BAC
$175M
152 positions
#20Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$MS$BAC$DUK
$432M
81 positions
#21Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$MS$BAC$ETN
$258M
67 positions
#22Colonial Trust Co / SCPassive
Some overlap · 4 shared positions
$MS$ETN$DUK$SCHW
$735M
1,135 positions
#23Longaeva Partners L.P.Passive
Some overlap · 3 shared positions
$MS$BAC$SCHW
$2.7B
204 positions
#24BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$MS$BAC$SCHW
$2.1B
108 positions
#25Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$BAC$SCHW
$343M
115 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.