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Hedge Funds Similar to HARBOR ADVISORY /MA/

13F Portfolio OverlapQ1 2026HARBOR ADVISORY /MA/ portfolio →
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Most similar hedge funds by 13F overlap

HARBOR ADVISORY CORP /MA/ is an institutional investor managing $333M across 79 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 HARBOR ADVISORY /MA/ are Foundation Wealth ,, Cassaday & Wealth, Fonville Wealth, with shared positions in $SNOW, $SE, $SSL, $HLT, $IBM, $GMM. The full ranking of 25 similar funds is below.

#1Foundation Wealth Management, LLCSmart money
Notable overlap · 5 shared positions
$SNOW$SE$SSL$HLT$IBM
$148M
44 positions
#2Cassaday & Co Wealth Management LLCActive
Notable overlap · 6 shared positions
$SNOW$SE$GMM$MCD$ABT$IBM
$4.7B
1,361 positions
#3Fonville Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SNOW$SE$GMM
$525M
138 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$SNOW$ABT$LOW$MCD$MS$IBM
$353M
78 positions
#5MCF Advisors LLCPassive
Some overlap · 6 shared positions
$SNOW$SE$MDY$HLT$MS$SSL
$2.3B
1,338 positions
#6DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 5 shared positions
$SNOW$SSL$SE$HLT$IBM
$383M
77 positions
#7InvesTrustPassive
Some overlap · 6 shared positions
$SNOW$SSL$HLT$MCD$IBM$KO
$238M
91 positions
#8NOVEM GROUPPassive
Some overlap · 4 shared positions
$SNOW$SSL$HLT$SE
$873M
437 positions
#9Mendota Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$135M
32 positions
#10Wilkins Miller Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$SSL$HLT$LOW$KO
$165M
89 positions
#11Gilbert Capital Group, Inc.Active
Some overlap · 5 shared positions
$SNOW$SSL$HLT$MS$ABT
$129M
51 positions
#12Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SNOW$LOW$MCD$MS$IBM$KO
$272M
95 positions
#13Montecito Bank & TrustPassive
Some overlap · 4 shared positions
$SNOW$SE$IBM$KO
$607M
266 positions
#14Bernardo Wealth Planning LLCActive
Some overlap · 3 shared positions
$SNOW$SE$MCD
$511M
129 positions
#15Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$SE$BAC
$607M
110 positions
#16NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$SNOW$GMM$MCD$IBM$KO
$247M
71 positions
#17Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 7 shared positions
$SSL$SNOW$HLT$MDY$MS$BAC
$257M
109 positions
#18BankPlus Wealth Management LLCActive
Some overlap · 3 shared positions
$SNOW$GMM$LOW
$194M
117 positions
#19Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SNOW$SE$ABT
$337M
117 positions
#20EP Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$SE$MCD$MDY
$20.3B
1,496 positions
#21Reliant Wealth PlanningActive
Some overlap · 4 shared positions
$SNOW$SSL$HLT$LEN
$331M
51 positions
#22Paladin Advisory Group, LLCPassive
Some overlap · 6 shared positions
$SNOW$MDY$MS$BAC$SE$IBM
$131M
241 positions
#23Plan A Wealth LLCActive
Some overlap · 4 shared positions
$SNOW$GMM$LOW$GE
$209M
178 positions
#24FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 5 shared positions
$SNOW$MCD$HLT$IBM$GE
$464M
142 positions
#25Signature Wealth Management GroupPassive
Some overlap · 5 shared positions
$SSL$PFE$HLT$MCD$IBM
$263M
128 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.