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 OverlapQ1 2026R.H. Dinel Investment Counsel, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

R.H. Dinel Investment Counsel, Inc. is an institutional investor managing $130M across 40 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 R.H. Dinel Investment Counsel, are Hamrick Investment Counsel,, R.H. Investment Group,, COERENTE, with shared positions in $SBUX, $AMGN, $ADBE, $PFE, $CL, $TROW. The full ranking of 25 similar funds is below.

#1Hamrick Investment Counsel, llcPassive

Notable overlap · 8 shared positions

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

$180M

359 positions

#2R.H. Investment Group, LLCActive

Notable overlap · 5 shared positions

$AMGN $TMO $ADP $EPD $VZ

$130M

45 positions

#3COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 4 shared positions

$ADP $SBUX $CL $PFE

$537M

47 positions

#4America First Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$TMO $ADP $PFE $KO $HSY

$536M

41 positions

#5Wolfstich Capital, LLCActive

Notable overlap · 6 shared positions

$TROW $KO $ADP $OKE $CCZ $VZ

$114M

45 positions

#6ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$ADP $AMGN $SBUX $HSY $ADBE $SHEL

$853M

70 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$KO $AMGN $OKE $PFE $VZ $CL

$223M

109 positions

#8Hillman Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$ADBE $TROW $PFE $HSY $CCZ $VZ

$144M

56 positions

#9CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$ADBE $EPD $PFE $CCZ $TMO $VZ

$98M

117 positions

#10PARK CIRCLE CoActive

Notable overlap · 4 shared positions

$SBUX $TROW $PFE $VZ

$108M

51 positions

#11Cohen Investment Advisors LLCActive

Notable overlap · 8 shared positions

$AMGN $TMO $KO $PFE $SBUX $VZ

$210M

79 positions

#12GUARDCAP ASSET MANAGEMENT LtdSmart money

Notable overlap · 3 shared positions

$ADBE $ADP $CL

$1.7B

27 positions

#13Clark & Stuart, IncActive

Notable overlap · 7 shared positions

$ADP $ADBE $KO $HSY $KMB $UPS

$148M

49 positions

#14Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$AMGN $KO $CL $CCZ $TROW $VZ

$240M

278 positions

#15Navera Investment Management Ltd.Active

Notable overlap · 3 shared positions

$TMO $ADP $KO

$3.9B

56 positions

#16Round Hill Asset ManagementActive

Notable overlap · 4 shared positions

$AMGN $PFE $CCZ $T

$153M

62 positions

#17Kennon-Green & Company, LLCActive

Notable overlap · 5 shared positions

$KO $ADBE $HSY $CL $KMB

$122M

39 positions

#18NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 5 shared positions

$ADP $KO $TMO $VZ $KMI

$1.5B

105 positions

#19Ramsay, Stattman, Vela & Price, Inc.Active

Notable overlap · 6 shared positions

$ADP $KO $TMO $SBUX $CL $ADBE

$506M

79 positions

#20VAN STRUM & TOWNE INC.Active

Notable overlap · 3 shared positions

$AMGN $ADP $PFE

$343M

111 positions

#21SUMMITRY LLCPassive

Notable overlap · 5 shared positions

$SBUX $TMO $A $VZ $T

$2.3B

266 positions

#22Socorro Asset Management LPActive

Notable overlap · 4 shared positions

$KO $OKE $PFE $HUBB

$221M

32 positions

#23William Allan CorpActive

Notable overlap · 4 shared positions

$SBUX $ADP $HSY $UPS

$169M

59 positions

#24Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$KO $PFE $ADP $CCZ $CL $VZ

$139M

62 positions

#25Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$AMGN $KO $ADP $PFE $T $KMI

$974M

782 positions

Compare R.H. Dinel Investment Counsel,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View R.H. Dinel Investment Counsel,’s holdings

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.