What hedge funds are most similar to TriCert Investment Counsel Inc.?

The funds with the most similar 13F portfolios to TriCert Investment Counsel Inc. are Eliot Finkel Investment Counsel, DB Fitzpatrick, Cullen, based on overlapping conviction holdings in the latest SEC filings.

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 TriCert Investment Counsel

13F Portfolio OverlapQ2 2026TriCert Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

TriCert Investment Counsel Inc. is an institutional investor managing $1.1B across 88 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 TriCert Investment Counsel are Eliot Finkel Investment Counsel, DB Fitzpatrick, Cullen, with shared positions in $ETN, $DE, $AMGN, $GD, $APD, $DUK. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ETN $DE $AMGN $GD $APD $DUK

$214M

33 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$ETN $DE $AMGN $RSG $SBUX $APD

$121M

100 positions

#3Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$NVS $MS $GD $UL $DUK $MDT

$10.2B

208 positions

#4Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$AMGN $GD $VZ $UNP $UL $MDT

$279M

73 positions

#5Persium Advisors, LLCSmart money

Notable overlap · 7 shared positions

$BHP $VZ $UNP $GD $DUK $MDT

$191M

70 positions

#6Oak Harvest Investment ServicesPassive

Notable overlap · 6 shared positions

$ETN $MS $UNP $SBUX $AMGN $DUK

$1.1B

166 positions

#7MANAGED ASSET PORTFOLIOS, LLCActive

Notable overlap · 5 shared positions

$NVS $VZ $UL $ETN $MDT

$875M

51 positions

#8CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 8 shared positions

$ETN $DE $GD $NVS $UNP $UL

$857M

179 positions

#9apricus wealth, LLCPassive

Notable overlap · 7 shared positions

$AMGN $NVS $UL $SHEL $TM $DUK

$222M

128 positions

#10Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$ETN $MS $UNP $SBUX $AMGN $DUK

$856M

89 positions

#11Nordwand Advisors, LLCPassive

Notable overlap · 5 shared positions

$ETN $MS $UNP $AMGN $APD

$652M

146 positions

#12Davis Capital ManagementPassive

Notable overlap · 6 shared positions

$AMGN $UNP $ETN $RSG $GD $MDT

$167M

1,175 positions

#13SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$ETN $DE $VZ $APD $MDT

$208M

56 positions

#14EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$GD $MS $UNP $AMGN $SBUX $DUK

$1.3B

58 positions

#15SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$VZ $UNP $DEO $AMGN $APD $MDT

$606M

79 positions

#16ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$VZ $MS $UNP $UL $DUK $MDT

$646M

122 positions

#17Myriad Asset Management US LPActive

Notable overlap · 6 shared positions

$MS $UNP $ETN $MLM $DE $BHP

$72M

52 positions

#18CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Notable overlap · 6 shared positions

$NVS $UL $RSG $VZ $UNP $GD

$191M

102 positions

#19Myriad Asset Management Advisors LLCActive

Notable overlap · 6 shared positions

$MS $UNP $ETN $MLM $DE $BHP

$424M

49 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$VZ $GD $UNP $SBUX $DUK $MDT

$233M

122 positions

#21EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$VZ $UL $SHEL $DEO $MDT $KVUE

$5.2B

76 positions

#22GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$ETN $NVS $AMGN $DUK $MDT

$1.2B

611 positions

#23Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$DE $NVS $UL $SHEL

$451M

29 positions

#24Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$MS $VZ $GD $DUK $MDT

$161M

62 positions

#25NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GD $DE $ETN $BHP $UNP $DUK

$381M

144 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.