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Hedge Funds Similar to EAGLE HARBOR ASSET

13F Portfolio OverlapQ3 2026EAGLE HARBOR ASSET portfolio →
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Most similar hedge funds by 13F overlap

EAGLE HARBOR ASSET MANAGEMENT INC /ADV is an institutional investor managing $133M across 141 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EAGLE HARBOR ASSET are Prairiewood, Prepared Retirement Institute, ADVOCATE GROUP, with shared positions in $NOTV, $ABT, $MDT, $COF, $BMY, $VZ. The full ranking of 25 similar funds is below.

#1Prairiewood Capital, LLCActive
Some overlap · 3 shared positions
$NOTV$ABT$MDT
$396M
78 positions
#2Prepared Retirement Institute LLCActive
Some overlap · 3 shared positions
$NOTV$COF$ABT
$235M
94 positions
#3ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$BMY$VZ$D$MDT$PSA
$646M
122 positions
#4SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$EXPE$BMY$COF$SYY
$2.4B
181 positions
#5CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$HPE$BMY$MDT$TRV
$3.3B
229 positions
#6LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$HPE$BMY$VZ$JAZZ$EXEL$EXPE
$55.1B
889 positions
#7Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$HPE$BMY$VZ$MDT
$347M
138 positions
#8Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$NOTV$VZ$D
$510M
228 positions
#9RHS Financial, LLCPassive
Some overlap · 4 shared positions
$EXEL$BMY$HPE$EXPE
$296M
185 positions
#10WealthTrust Axiom LLCPassive
Some overlap · 4 shared positions
$BMY$NOTV$VZ$DOCU
$448M
302 positions
#11Gilman Hill Asset Management, LLCPassive
Some overlap · 4 shared positions
$BMY$VZ$RHP$D
$718M
222 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$HPE$BMY$VZ
$116M
172 positions
#13Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BMY$VZ$DRI$MDT
$263M
373 positions
#14VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$HPE$BMY$VZ
$1.1B
141 positions
#15CONTINENTAL ADVISORS LLCActive
Some overlap · 4 shared positions
$BMY$B$COF$NTRS
$233M
52 positions
#16Kendall Capital ManagementPassive
Some overlap · 4 shared positions
$HPE$BMY$GEN$EXPE
$605M
233 positions
#17Canal Insurance COActive
Some overlap · 4 shared positions
$BMY$VZ$D$ABT
$426M
73 positions
#18Skylands Capital, LLCPassive
Some overlap · 4 shared positions
$ENS$OC$B$BMY
$762M
164 positions
#19BONNESS ENTERPRISES INCSmart money
Some overlap · 6 shared positions
$BMY$ABT$HPE$NTRS$VZ$GEN
$307M
39 positions
#20Traub Capital Management LLCPassive
Some overlap · 3 shared positions
$NOTV$COF$BMY
$112M
132 positions
#21Principal Street Partners, LLCPassive
Some overlap · 3 shared positions
$HPE$BMY$VZ
$683M
277 positions
#22VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$VZ$DRI$D$MDT$ABT
$203M
58 positions
#23Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$HPE$B$MDT
$283M
77 positions
#24Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$BMY$VZ$D$ABT
$132M
155 positions
#25McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$HPE$BMY$AES$VZ
$254M
87 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.