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Hedge Funds Similar to SALEM INVESTMENT COUNSELORS

13F Portfolio OverlapQ2 2026SALEM INVESTMENT COUNSELORS portfolio →
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Most similar hedge funds by 13F overlap

SALEM INVESTMENT COUNSELORS INC is an institutional investor managing $4.0B across 1,244 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 SALEM INVESTMENT COUNSELORS are All Terrain Financial Advisors, Equita Financial Network, Avalon Global Asset, with shared positions in $LOW, $PEP, $ISRG, $NU, $ASML, $PLTR. The full ranking of 25 similar funds is below.

#1All Terrain Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$LOW$PEP$ISRG
$615M
157 positions
#2Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$LOW$NU$ASML
$360M
95 positions
#3Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$LOW$PLTR$MRVL$ETN
$917M
38 positions
#4United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$ALAB$PLTR$MRVL$ASML
$763M
98 positions
#5Z3 Capital Partners, LLCPassive
Some overlap · 4 shared positions
$ALAB$PLTR$MRVL$QCOM
$476M
192 positions
#6Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$ALAB$PEP$LOW$PLTR$MCD
$1.0B
160 positions
#7Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$LOW$PEP$QCOM$ASML
$226M
42 positions
#8Dedeker Financial LLCActive
Some overlap · 3 shared positions
$ALAB$PLTR$MRVL
$176M
55 positions
#9Juno Financial Group LLCActive
Some overlap · 3 shared positions
$LOW$PEP$ETN
$282M
73 positions
#10Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$LOW$PEP$ASML$MCD
$474M
110 positions
#11Equity Wealth Partners, LLCActive
Some overlap · 6 shared positions
$PLTR$PEP$ISRG$LOW$ASML$MCD
$278M
109 positions
#12KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$LOW$PEP$QCOM$MCD
$1.5B
228 positions
#13VALICENTI ADVISORY SERVICES INCActive
Some overlap · 6 shared positions
$LOW$PEP$MRVL$ISRG$ASML$MCD
$530M
83 positions
#14MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$ALAB$PLTR$NU
$136M
223 positions
#15Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$PLTR$MRVL$ALAB$ISRG$ASML$ETN
$323M
177 positions
#16BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$LOW$PEP$ETN$MCD
$346M
113 positions
#17CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$LOW$PEP$ETN
$1.2B
153 positions
#18Rafferty Asset Management, LLCActive
Some overlap · 6 shared positions
$ALAB$MRVL$QCOM$PLTR$ASML$ENTG
$43.9B
1,133 positions
#19Shelter Mutual Insurance CoActive
Some overlap · 3 shared positions
$LOW$PEP$QCOM
$473M
58 positions
#20Aster Capital Management (DIFC) LtdPassive
Some overlap · 5 shared positions
$PLTR$PEP$NU$QCOM$LOW
$470M
808 positions
#21Parisi Gray Wealth ManagementPassive
Some overlap · 5 shared positions
$PLTR$MRVL$LOW$QCOM$ASML
$487M
155 positions
#22Focused Investors LLCActive
Some overlap · 3 shared positions
$LOW$PEP$MCD
$3.0B
23 positions
#23SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ALAB$MRVL$ISRG$ENTG
$895M
185 positions
#24Berkeley, IncPassive
Some overlap · 3 shared positions
$LOW$MRVL$PLTR
$319M
86 positions
#25Harvest Fund Management Co., LtdActive
Some overlap · 5 shared positions
$PLTR$MRVL$PEP$ISRG$ASML
$3.0B
455 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.