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Hedge Funds Similar to Sterling Investment Counsel

13F Portfolio OverlapQ2 2026Sterling Investment Counsel portfolio →
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Most similar hedge funds by 13F overlap

Sterling Investment Counsel, LLC is an institutional investor managing $425M across 197 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 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
$686M
532 positions
#2EASTERN BANKPassive
Some overlap · 7 shared positions
$ETN$ADI$AEP$STX$MCD$PH
$6.5B
1,038 positions
#3AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$ETN$APH$NOW$C$TMO$UBER
$1.6B
118 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
$3.0B
213 positions
#11ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$APH$C$MCD$TMO$UBER$BLK
$1.7B
652 positions
#12Tower View Wealth Management LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$APH$MCD$PH
$227M
205 positions
#13Sunstone Asset Management, L.P.Passive
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
$781M
109 positions
#16Swedbank ABActive
Some overlap · 6 shared positions
$ADI$C$APH$STX$TMO$NOW
$116.0B
696 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
$168M
127 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

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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.