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 Sterling Investment Counsel,

13F Portfolio OverlapQ1 2026Sterling Investment Counsel, portfolio →

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Most similar hedge funds by 13F overlap

Sterling Investment Counsel, LLC is an institutional investor managing $357M across 196 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 Sterling Investment Counsel, are Mendel Money, Safe Harbor Wealth Advisors,, Mattson Financial Services,, with shared positions in $GEV, $DHR, $MS, $PANW, $NOW, $APH. The full ranking of 25 similar funds is below.

#1Mendel Money ManagementPassive

Some overlap · 9 shared positions

$GEV $DHR $MS $PANW $NOW $APH

$239M

137 positions

#2Safe Harbor Wealth Advisors, LLC

Some overlap · 7 shared positions

$KO $MS $PANW $ETN $MCD $APH

$103M

96 positions

#3Mattson Financial Services, LLCPassive

Some overlap · 7 shared positions

$KO $MS $PANW $ETN $MCD $APH

$419M

232 positions

#4QUEST INVESTMENT MANAGEMENT LLCActive

Some overlap · 7 shared positions

$GEV $DHR $PANW $ETN $NOW $APH

$857M

122 positions

#5Gradient Investments LLCPassive

Some overlap · 7 shared positions

$KO $MS $PANW $ETN $MCD $APH

$6.5B

420 positions

#6Valtrion Capital Management, LLCActive

Some overlap · 7 shared positions

$KO $DHR $PANW $NOW $MCD $UBER

$106M

93 positions

#7Compagnie Lombard Odier SCmAActive

Some overlap · 7 shared positions

$KO $PANW $ETN $NOW $MCD $TMO

$8.1B

454 positions

#8NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$KO $DHR $MS $PANW $NOW $ADI

$1.3B

161 positions

#9New England Research & Management, Inc.Passive

Some overlap · 6 shared positions

$KO $GEV $MS $PANW $MCD $UBER

$237M

143 positions

#10MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 6 shared positions

$KO $GEV $MS $ETN $MCD $TMO

$1.8B

250 positions

#11GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 6 shared positions

$KO $DHR $MS $PANW $ETN $MCD

$908M

286 positions

#12B. Metzler seel. Sohn & Co. AGActive

Some overlap · 7 shared positions

$KO $PANW $MCD $C $APH $TMO

$10.8B

712 positions

#13S-Bank Fund Management LtdActive

Some overlap · 6 shared positions

$KO $GEV $DHR $MCD $TMO $PH

$671M

178 positions

#14Groupe la FrancaisePassive

Some overlap · 6 shared positions

$KO $GEV $ETN $NOW $PANW $TMO

$7.3B

455 positions

#15Asio Capital, LLCActive

Some overlap · 7 shared positions

$GEV $PANW $CFG $C $APH $TMO

$712M

110 positions

#16HARTLINE INVESTMENT CORP/Active

Some overlap · 7 shared positions

$GEV $MS $ETN $NOW $C $UBER

$909M

112 positions

#17Longbow Finance SAPassive

Some overlap · 6 shared positions

$KO $GEV $PANW $MCD $C $PH

$552M

55 positions

#18Covea FinanceActive

Some overlap · 6 shared positions

$KO $GEV $PANW $ADI $TMO $PH

$2.9B

146 positions

#19Brown Financial AdvisorsPassive

Some overlap · 6 shared positions

$KO $MS $PANW $ETN $MCD $TMO

$264M

209 positions

#20CAPITAL CITY TRUST CO/FLActive

Some overlap · 6 shared positions

$KO $DHR $ETN $AEP $MCD $TMO

$437M

114 positions

#21Paladin Wealth, LLCPassive

Some overlap · 6 shared positions

$KO $MS $PANW $ETN $MCD $TMO

$145M

125 positions

#22Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$PANW $ETN $NOW $AEP $MCD $APH

$568M

460 positions

#23ALBION FINANCIAL GROUP /UTActive

Some overlap · 7 shared positions

$GEV $MS $MCD $C $APH $TMO

$1.5B

737 positions

#24JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 6 shared positions

$KO $DHR $AEP $ADI $MCD $APH

$12.4B

810 positions

#25FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$KO $ETN $NOW $AEP $MCD $C

$5.0B

201 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.