What hedge funds are most similar to Pine Haven Investment Counsel, Inc?

The funds with the most similar 13F portfolios to Pine Haven Investment Counsel, Inc are Harrington Investments, Palisade Asset, Wilson & Boucher, based on overlapping conviction holdings in the latest SEC filings.

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 Pine Haven Investment Counsel

13F Portfolio OverlapQ2 2026Pine Haven Investment Counsel portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pine Haven Investment Counsel, Inc is an institutional investor managing $149M across 116 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pine Haven Investment Counsel are Harrington Investments, Palisade Asset, Wilson & Boucher, with shared positions in $SCHW, $AMGN, $SBUX, $DE, $EMR, $TJX. The full ranking of 25 similar funds is below.

#1Harrington Investments, INCPassive

Notable overlap · 7 shared positions

$SCHW $AMGN $SBUX $DE $EMR $TJX

$209M

80 positions

#2Palisade Asset Management, LLCPassive

Notable overlap · 8 shared positions

$DE $AMGN $ABT $TJX $PEP $CL

$1.1B

204 positions

#3Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 8 shared positions

$SCHW $ABT $AMGN $UNP $PEP $SBUX

$170M

121 positions

#4William Allan CorpActive

Notable overlap · 6 shared positions

$SBUX $SCHW $PEP $SYK $NKE $MNST

$199M

65 positions

#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$SCHW $TJX $UNP $PEP $CL $BLK

$529M

72 positions

#6JACOBS & CO/CAPassive

Notable overlap · 7 shared positions

$DE $SBUX $AMGN $SCHW $UNP $PEP

$1.2B

132 positions

#7Hamrick Investment Counsel, llcPassive

Notable overlap · 6 shared positions

$SBUX $AMGN $CL $SYK $ROK $NKE

$151M

184 positions

#8DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$SCHW $AMGN $ABT $DE $PEP $NKE

$275M

99 positions

#9BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$AMGN $ABT $TJX $PEP $SBUX $SYK

$346M

113 positions

#10Cohen Capital Management, Inc.Active

Notable overlap · 6 shared positions

$SCHW $DE $MAR $PEP $SYK $UNP

$717M

154 positions

#11Asset Advisors Investment Management, LLCActive

Notable overlap · 7 shared positions

$SCHW $AMGN $MAR $DE $BLK $ABT

$1.1B

108 positions

#12Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SCHW $DE $AMGN $PEP $TJX

$125M

365 positions

#13Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$ABT $AMGN $EMR $UNP $PEP $CL

$108M

52 positions

#14NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ABT $DE $EMR $UNP $PEP $CL

$381M

144 positions

#15ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$DE $AMGN $ABT $EMR $PEP $SBUX

$878M

73 positions

#16Smart Portfolios, LLC

Notable overlap · 8 shared positions

$AMGN $SBUX $PEP $CL $SYK $ABT

$100M

99 positions

#17LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$AMGN $ABT $UNP $PEP $SYK $GNRC

$273M

104 positions

#18Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$SBUX $ABT $AMGN $UNP $SYK $BLK

$856M

89 positions

#19Wallington Asset Management, LLCActive

Notable overlap · 6 shared positions

$DE $AMGN $TJX $UNP $CL $PEP

$814M

61 positions

#20BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 5 shared positions

$SBUX $DE $SCHW $UNP $CMG

$6.8B

62 positions

#21Arlington Financial Advisors, LLCActive

Some overlap · 5 shared positions

$SBUX $DE $AMGN $BLK $NKE

$796M

112 positions

#22Cypress Capital, LLCActive

Some overlap · 5 shared positions

$SCHW $AMGN $SBUX $UNP $CL

$377M

117 positions

#23EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$SBUX $SCHW $AMGN $UNP $ABT $PEP

$1.3B

58 positions

#24PRENTISS SMITH & CO INCActive

Some overlap · 5 shared positions

$SCHW $ABT $UNP $SYK $BLK

$177M

70 positions

#25ROCKLAND TRUST COPassive

Some overlap · 7 shared positions

$SCHW $TJX $UNP $PEP $BLK $CL

$2.6B

320 positions

Compare Pine Haven 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 Pine Haven 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.