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 R.H. Dinel Investment Counsel

13F Portfolio OverlapQ3 2026R.H. Dinel Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

R.H. Dinel Investment Counsel, Inc. is an institutional investor managing $142M across 39 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 R.H. Dinel Investment Counsel are Hamrick Investment Counsel, MATRIX ASSET ADVISORS, R.H. Investment Group, with shared positions in $AMGN, $SBUX, $TROW, $CL, $ADBE, $PFE. The full ranking of 25 similar funds is below.

#1Hamrick Investment Counsel, llcPassive

Notable overlap · 8 shared positions

$AMGN $SBUX $TROW $CL $ADBE $PFE

$151M

184 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$QCOM $AMGN $SBUX $TMO $ADP $CCZ

$1.2B

100 positions

#3R.H. Investment Group, LLCActive

Notable overlap · 5 shared positions

$AMGN $TMO $ADP $EPD $VZ

$133M

47 positions

#4COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 4 shared positions

$ADP $SBUX $CL $PFE

$543M

43 positions

#5VAN STRUM & TOWNE INC.Passive

Notable overlap · 4 shared positions

$AMGN $ADP $QCOM $PFE

$367M

111 positions

#6R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$QCOM $ADP $PFE $OKE $KMI $CL

$188M

39 positions

#7FinArc Investments, Inc.Active

Notable overlap · 5 shared positions

$AMGN $TMO $SBUX $KMB $GIS

$113M

58 positions

#8America First Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$TMO $ADP $HSY

$539M

45 positions

#9Navera Investment Management Ltd.Active

Notable overlap · 3 shared positions

$TMO $ADP $HUBB

$3.7B

56 positions

#10PARK CIRCLE CoActive

Notable overlap · 4 shared positions

$SBUX $TROW $PFE $VZ

$117M

53 positions

#11VERITY Wealth AdvisorsSmart money

Notable overlap · 4 shared positions

$QCOM $TMO $VZ $T

$166M

81 positions

#12DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$TMO $SBUX $AMGN $HUBB

$121M

100 positions

#13O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 5 shared positions

$QCOM $AMGN $PFE $SBUX $UPS

$489M

81 positions

#14Robinson Value Management, Ltd.Passive

Notable overlap · 4 shared positions

$QCOM $ADBE $TROW $CCZ

$183M

77 positions

#15Clark & Stuart, IncPassive

Notable overlap · 6 shared positions

$ADP $ADBE $HSY $KMB $UPS $SBUX

$162M

52 positions

#16Econ Financial Services CorpPassive

Notable overlap · 8 shared positions

$AMGN $CL $PFE $HSY $HUBB $VZ

$239M

85 positions

#17SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$QCOM $ADP $VZ $KMB $OKE

$208M

56 positions

#18GUARDCAP ASSET MANAGEMENT LtdActive

Notable overlap · 3 shared positions

$ADP $ADBE $CL

$1.4B

18 positions

#19COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$TMO $QCOM $ADP

$1.7B

91 positions

#20ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$ADP $AMGN $HSY $SBUX $ADBE

$878M

73 positions

#21CAPITAL COUNSEL LLC/NYActive

Notable overlap · 3 shared positions

$ADP $QCOM $HUBB

$2.6B

58 positions

#22Torrey Growth & Income AdvisorsSmart money

Notable overlap · 3 shared positions

$QCOM $PFE $VZ

$294M

108 positions

#23Martin Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$AMGN $TROW $PFE $VZ

$279M

73 positions

#24CINCINNATI CASUALTY COSmart money

Notable overlap · 3 shared positions

$ADP $TMO $CCZ

$188M

24 positions

#25Granite Group Advisors, LLCActive

Notable overlap · 6 shared positions

$QCOM $SBUX $AMGN $ADP $CCZ $OKE

$158M

78 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.