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Hedge Funds Similar to Hamrick Investment Counsel,

13F Portfolio OverlapQ1 2026Hamrick Investment Counsel, portfolio →
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Most similar hedge funds by 13F overlap

Hamrick Investment Counsel, llc is an institutional investor managing $180M across 359 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 Hamrick Investment Counsel, are R.H. Dinel Investment Counsel,, PARK CIRCLE, Mendel, with shared positions in $SBUX, $AMGN, $ADBE, $PFE, $CL, $TROW. The full ranking of 25 similar funds is below.

#1R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 8 shared positions
$SBUX$AMGN$ADBE$PFE$CL$TROW
$124M
40 positions
#2PARK CIRCLE CoActive
Notable overlap · 6 shared positions
$SBUX$VZ$IBM$VRTX$PFE$TROW
$108M
51 positions
#3Mendel Capital Management LLCPassive
Notable overlap · 6 shared positions
$HUM$IBM$AMGN$SYK$VZ$NOW
$199M
97 positions
#4M3 Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$HUM$MKL$SYK$WM
$130M
35 positions
#5Fullerton Advisors, LLCActive
Notable overlap · 4 shared positions
$HUM$ALPS$MKL$USB
$97M
53 positions
#6Wolfstich Capital, LLCActive
Notable overlap · 4 shared positions
$HUM$VZ$IBM$TROW
$114M
45 positions
#7Grove Street Fiduciary, LLCActive
Notable overlap · 5 shared positions
$HUM$MKL$IBM$WM$AMGN
$227M
74 positions
#8Roof Eidam Maycock Peralta, LLCActive
Notable overlap · 3 shared positions
$HUM$NOW$WM
$436M
125 positions
#9Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$MKL$AMGN
$194M
54 positions
#10WIMMER ASSOCIATES 1, LLCPassive
Notable overlap · 5 shared positions
$HUM$AMGN$VRTX$SBUX$ADBE
$205M
110 positions
#11Fusion Capital, LLCActive
Notable overlap · 3 shared positions
$HUM$AMGN$USB
$371M
104 positions
#12Wingate Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$HUM$NOW$VZ
$187M
121 positions
#13Councilmark Asset Management, LLCActive
Notable overlap · 3 shared positions
$HUM$AMGN$VZ
$174M
85 positions
#14Bristlecone Value Partners, LLCPassive
Notable overlap · 3 shared positions
$HUM$MKL$AMGN
$114M
68 positions
#15Ranch Capital Advisors Inc.Passive
Notable overlap · 6 shared positions
$HUM$AMGN$VZ$IBM$PFE$UPS
$277M
154 positions
#16Firestone Capital ManagementPassive
Notable overlap · 3 shared positions
$HUM$MKL$USB
$480M
160 positions
#17Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$HUM$AMGN$USB
$333M
88 positions
#18Pine Haven Investment Counsel, IncPassive
Notable overlap · 5 shared positions
$SBUX$NOW$AMGN$SYK$CL
$136M
114 positions
#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Notable overlap · 4 shared positions
$HUM$IBM$UPS$CL
$184M
66 positions
#20Family CFO IncActive
Notable overlap · 3 shared positions
$HUM$MKL$USB
$223M
41 positions
#21Global Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$MKL$AMGN
$183M
44 positions
#22Smith Partners Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$HUM$MKL$USB$PFE
$112M
76 positions
#23Financial Planning Hawaii, Inc.Passive
Notable overlap · 3 shared positions
$HUM$AMGN$VZ
$170M
123 positions
#24Aberdeen Wealth Management LLCActive
Notable overlap · 4 shared positions
$HUM$CL$AMGN$WM
$219M
179 positions
#25Blossom Wealth ManagementPassive
Notable overlap · 6 shared positions
$HUM$IBM$SBUX$AMGN$WTRG$WM
$67M
74 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.