13F Pro

Hedge Funds Similar to Investment Counsel

13F Portfolio OverlapQ2 2026Investment Counsel portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Capital Investment Counsel, LLC is an institutional investor managing $808M across 156 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 Investment Counsel are JPL Wealth, VIRGINIA WEALTH GROUP, TriCert Investment Counsel, with shared positions in $LAMR, $DE, $ING, $DHI, $MS, $AMGN. The full ranking of 25 similar funds is below.

#1JPL Wealth Management, LLCPassive
Substantial overlap · 16 shared positions
$LAMR$DE$ING$DHI$MS$AMGN
$504M
1,876 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 7 shared positions
$EMR$AMGN$D$DUK$SO$DRI
$201M
57 positions
#3TriCert Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$DE$MS$ING$AMGN$BHP$DUK
$1.1B
88 positions
#4Global Wealth Management Investment Advisory, Inc.Passive
Notable overlap · 6 shared positions
$MS$DLR$AMGN$D$DUK$SO
$703M
160 positions
#5Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$DE$NOC$AMGN$MS$PEP$GILD
$142M
106 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DE$AMGN$DUK$SO$PEP$EMR
$239M
126 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$AMGN$GILD$DUK$SO$PEP
$1.3B
58 positions
#8Hamlin Capital Management, LLCActive
Some overlap · 5 shared positions
$LAMR$MS$ARES$DRI$PEG
$4.4B
30 positions
#9First PREMIER BankPassive
Some overlap · 6 shared positions
$AMGN$EMR$DUK$SO$PEG$PEP
$619M
358 positions
#10BCWM, LLCPassive
Some overlap · 5 shared positions
$NOC$DLR$DHI$DUK$PEP
$342M
57 positions
#11Visionary Wealth AdvisorsPassive
Some overlap · 6 shared positions
$EMR$ORLY$SO$AMGN$DUK$PEP
$2.5B
666 positions
#12ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$MS$EMR$D$DUK$SO
$665M
122 positions
#13Harrington Investments, INCPassive
Some overlap · 5 shared positions
$DE$AMGN$EMR$DLR$GILD
$206M
82 positions
#14Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$AMGN$EMR$DUK$D$PEP$MS
$219M
95 positions
#15Armor Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DE$DLR$DUK$SO$LAMR
$312M
155 positions
#16Advanced Asset Management Advisors IncActive
Some overlap · 6 shared positions
$EMR$AMGN$PEP$SO$DUK$PEG
$380M
85 positions
#17Lipe & DaltonPassive
Some overlap · 4 shared positions
$DE$MS$EMR$AMGN
$215M
94 positions
#18William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$MS$NOC$DHI$DE$EMR
$208M
258 positions
#19CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$DHI$AMGN$GILD$DUK$PEP
$1.5B
118 positions
#20OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$MS$GILD$DUK$SO$DRI
$217M
118 positions
#21Occidental Asset Management, LLCPassive
Some overlap · 6 shared positions
$MS$D$AMGN$DUK$EMR$GILD
$1.0B
328 positions
#22Integras Partners LLCPassive
Some overlap · 6 shared positions
$AMGN$GILD$DUK$BHP$ALPS$SO
$181M
100 positions
#23Iowa State BankPassive
Some overlap · 5 shared positions
$MS$EMR$DUK$PEP$AMGN
$598M
118 positions
#24Bollard Group LLCActive
Some overlap · 6 shared positions
$MS$SO$DE$EMR$PEG$DUK
$3.3B
309 positions
#25Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$AMGN$GILD$DUK$SO$PEP
$316M
157 positions

Compare 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 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.