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Hedge Funds Similar to SANDERS MORRIS HARRIS

13F Portfolio OverlapQ1 2026SANDERS MORRIS HARRIS portfolio →
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Most similar hedge funds by 13F overlap

SANDERS MORRIS HARRIS LLC is an institutional investor managing $172M across 75 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 SANDERS MORRIS HARRIS are Fort Sheridan Advisors, WP Advisors,, Oxbow Advisors,, with shared positions in $EPD, $LRCX, $BA, $T, $AMD, $MO. The full ranking of 25 similar funds is below.

#1Fort Sheridan Advisors LLCPassive
Some overlap · 4 shared positions
$EPD$LRCX$BA$T
$828M
282 positions
#2WP Advisors, LLCActive
Some overlap · 4 shared positions
$EPD$AMD$MO$ALPS
$387M
115 positions
#3Oxbow Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$ALPS$BA
$1.2B
245 positions
#4Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$EPD$BRZE$ALPS
$187M
673 positions
#5EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$EPD$PM$BA
$2.8B
276 positions
#6R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$EPD$PM$BRZE
$130M
45 positions
#7Applied Capital LLC/FLActive
Some overlap · 4 shared positions
$EPD$PM$MO$BA
$212M
92 positions
#8Fund Advisors of America Inc/FLPassive
Some overlap · 3 shared positions
$MAIN$EPD$PM
$99M
118 positions
#9Sovereign Investment Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$BRZE$ALPS
$472M
106 positions
#10Convergence Investment Partners, LLCPassive
Some overlap · 5 shared positions
$LRCX$AMD$MO$T$CIEN
$611M
235 positions
#11CHILDRESS CAPITAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MAIN$LRCX$EPD
$555M
376 positions
#12Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$EPD$AMD$MO$T
$532M
164 positions
#13PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$LRCX$PM$AMD$BA
$143M
96 positions
#14Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$EPD$MO$ALPS
$101M
50 positions
#15EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$CSWC$DDOG$EPD
$214M
83 positions
#16CFM WEALTH PARTNERS LLCActive
Some overlap · 4 shared positions
$PM$AMD$EPD$MO
$667M
143 positions
#17Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$LRCX$PM$MO$T
$177M
989 positions
#18HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$EPD$PM$MO
$243M
44 positions
#19Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$MO$T
$695M
159 positions
#20OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$EPD$ALPS$BA
$355M
116 positions
#21Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$LRCX$AMD$PM$MO
$1.9B
378 positions
#22C2C Wealth Management, LLCPassive
Some overlap · 3 shared positions
$EPD$PM$T
$118M
92 positions
#23Pictet & Cie (Europe) SAActive
Some overlap · 4 shared positions
$CTAS$PM$AMD$BA
$4.7B
207 positions
#24TrueNorth, Inc.Passive
Some overlap · 5 shared positions
$BRZE$AMD$CTAS$DDOG$LITE
$1.0B
1,033 positions
#25Bay Rivers GroupPassive
Some overlap · 4 shared positions
$LRCX$AMD$MDY$BA
$240M
109 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.