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 Hamrick Investment Counsel

13F Portfolio OverlapQ2 2026Hamrick Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

Hamrick Investment Counsel, llc is an institutional investor managing $151M across 184 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 Hamrick Investment Counsel are R.H. Dinel Investment Counsel, Stonehearth, Hamilton Wealth, with shared positions in $AMGN, $SBUX, $TROW, $CL, $ADBE, $PFE. The full ranking of 25 similar funds is below.

#1R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 8 shared positions

$AMGN $SBUX $TROW $CL $ADBE $PFE

$130M

40 positions

#2Stonehearth Capital Management, LLCActive

Notable overlap · 4 shared positions

$ALPS $PFE $VZ $LMT

$293M

94 positions

#3Hamilton Wealth, LLCPassive

Notable overlap · 4 shared positions

$ALPS $WM $WELL $NKE

$546M

118 positions

#4DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$SYK $SBUX $AMGN $WM $DHR $LMT

$124M

100 positions

#5VILLERE ST DENIS J & CO LLCPassive

Notable overlap · 7 shared positions

$SYK $CL $UPS $PFE $VZ $KVUE

$838M

85 positions

#6PARK CIRCLE CoActive

Notable overlap · 6 shared positions

$SBUX $TROW $PFE $VZ $VRTX $NKE

$117M

53 positions

#7Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$AMGN $TROW $PFE $VZ $NKE

$272M

72 positions

#8Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$USB $TROW $PFE $UPS $VZ $LMT

$388M

39 positions

#9Econ Financial Services CorpPassive

Notable overlap · 5 shared positions

$AMGN $CL $PFE $UPS $VZ

$214M

72 positions

#10American Alpha Advisors, LLCPassive

Notable overlap · 3 shared positions

$ALPS $AMGN $PFE

$185M

95 positions

#11COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 4 shared positions

$SBUX $CL $USB $PFE

$543M

43 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$WM $USB $PFE $ADBE $AMGN $LMT

$227M

73 positions

#13Integras Partners LLCPassive

Notable overlap · 5 shared positions

$AMGN $CL $USB $LMT $ALPS

$181M

100 positions

#14Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$PFE $USB $ADBE $UPS $VZ $NKE

$138M

54 positions

#15Bellevue Group AGActive

Notable overlap · 3 shared positions

$AMGN $VRTX $SYK

$4.8B

148 positions

#16SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PFE $USB $VZ $AMGN $WY $KVUE

$606M

79 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$AMGN $SBUX $USB $LMT $NKE

$1.2B

106 positions

#18Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$AMGN $USB $VZ $TROW $WM $LMT

$261M

101 positions

#19HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$SBUX $WM $SYK $DHR $UPS $CL

$194M

108 positions

#20Stillwater Wealth Management Group

Notable overlap · 6 shared positions

$SYK $AMGN $WM $VZ $LMT $PFE

$162M

77 positions

#21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 6 shared positions

$WAT $SYK $USB $SBUX $TROW $ADBE

$1.5B

160 positions

#22Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMGN $USB $UPS $LMT

$214M

33 positions

#23Sivik Global Healthcare LLCActive

Notable overlap · 4 shared positions

$VRTX $SYK $WAT $DHR

$132M

34 positions

#24Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$AMGN $CL $TROW $VZ $LMT

$255M

278 positions

#25FinArc Investments, Inc.Active

Notable overlap · 3 shared positions

$AMGN $SBUX $DHR

$110M

43 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.