13F Pro

Hedge Funds Similar to Sterling Investment Counsel

13F Portfolio OverlapQ3 2026Sterling Investment Counsel portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sterling Investment Counsel, LLC is an institutional investor managing $437M across 194 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 Sterling Investment Counsel are Community Financial Services Group, EASTERN BANK, AVITY INVESTMENT, with shared positions in $ETN, $ADI, $APH, $AEP, $MCD, $PH. The full ranking of 25 similar funds is below.

#1Community Financial Services Group, LLCPassive
Some overlap · 8 shared positions
$ETN$ADI$APH$AEP$MCD$PH
$655M
539 positions
#2EASTERN BANKPassive
Some overlap · 7 shared positions
$ETN$ADI$AEP$STX$MCD$PH
$6.6B
1,107 positions
#3AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$ETN$APH$NOW$C$TMO$UBER
$1.6B
120 positions
#4RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$CFG$ETN$ADI$MCD$PH$GLW
$1.1B
90 positions
#5United Asset Strategies, Inc.Passive
Some overlap · 6 shared positions
$ETN$APH$NOW$C$TMO$PH
$1.4B
259 positions
#6FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$ETN$NOW$C$AEP$MCD$BLK
$5.3B
210 positions
#7WealthShield Partners, LLCPassive
Some overlap · 6 shared positions
$ETN$APH$C$MCD$PH$UBER
$654M
379 positions
#8Acumen Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$APH$C$TMO$PH$BLK
$472M
493 positions
#9First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$ETN$APH$MCD$PH$UBER$BLK
$1.4B
73 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$ADI$C$ETN$STX$GLW$GILD
$2.9B
212 positions
#11ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$APH$C$MCD$TMO$UBER$BLK
$1.8B
792 positions
#12Tower View Wealth Management LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$APH$MCD$PH
$231M
193 positions
#13Sunstone Asset Management, L.P.Active
Some overlap · 5 shared positions
$ADI$APH$NOW$STX$GLW
$92M
57 positions
#14MOTCOPassive
Some overlap · 5 shared positions
$ETN$APH$NOW$TMO$GLW
$1.2B
840 positions
#15Asio Capital, LLCActive
Some overlap · 5 shared positions
$CFG$APH$C$PH$UBER
$816M
131 positions
#16Swedbank ABActive
Some overlap · 6 shared positions
$ADI$C$APH$STX$TMO$NOW
$117.7B
691 positions
#17Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ETN$ADI$AEP$MCD$GLW
$214M
33 positions
#18Evansbrook LLCActive
Some overlap · 6 shared positions
$ADI$STX$ETN$MCD$PH$BLK
$171M
126 positions
#19Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$ETN$MCD$TMO$GLW$BLK$GILD
$1.6B
215 positions
#20Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ETN$NOW$C$GLW$UBER
$115M
89 positions
#21Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$ADI$APH$C$TMO$UBER
$222M
88 positions
#22KP Management LLCPassive
Some overlap · 5 shared positions
$ETN$APH$STX$TMO$PH
$532M
86 positions
#23TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$ETN$C$STX$AEP$GLW
$686M
151 positions
#24Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ETN$NOW$C$MCD$GILD
$142M
106 positions
#25B. Metzler seel. Sohn & Co. AGActive
Some overlap · 6 shared positions
$C$APH$MCD$TMO$UBER$ADI
$11.6B
709 positions

Compare Sterling 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 Sterling 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.