13F Pro

Hedge Funds Similar to HARVEY

13F Portfolio OverlapQ1 2026HARVEY portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HARVEY CAPITAL MANAGEMENT INC is an institutional investor managing $439M across 88 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 HARVEY are Socorro Asset, Unified Investment, ARS Investment Partners,, with shared positions in $ICE, $MLM, $EXE, $BAC, $OKE, $URI. The full ranking of 25 similar funds is below.

#1Socorro Asset Management LPPassive
Some overlap · 5 shared positions
$ICE$MLM$EXE$BAC$OKE
$221M
32 positions
#2Unified Investment ManagementPassive
Some overlap · 5 shared positions
$URI$REGN$HALO$CRM$ANET
$98M
134 positions
#3ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$NEM$REGN$GLNG$CRM$MU
$1.9B
182 positions
#4NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 4 shared positions
$URI$REGN$ANET$TTWO
$561M
76 positions
#5Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$URI$ICE$MLM$INTU
$7.2B
56 positions
#6London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$URI$ICE$VMC$NEM
$9.2B
223 positions
#7Parsonex Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$ICE$CRM$BAC$TTWO$MU
$102M
56 positions
#8Carmignac GestionActive
Some overlap · 5 shared positions
$ICE$CRM$ANET$AEM$REGN
$6.5B
112 positions
#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ICE$MSI$VMC$INTU
$1.2B
103 positions
#10St. Louis Financial Planners Asset Management, LLCActive
Some overlap · 4 shared positions
$NEM$CRM$BAC$MU
$176M
33 positions
#11MUHLENKAMP & CO INCActive
Some overlap · 3 shared positions
$URI$NEM$AEM
$380M
29 positions
#12MILFORD FUNDS LTDActive
Some overlap · 5 shared positions
$CRM$BAC$NEM$INTU$MU
$4.8B
75 positions
#13Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$REGN$CRM$BAC$ZM
$387M
75 positions
#14DCF Advisers, LLCActive
Some overlap · 5 shared positions
$REGN$BAC$ZM$ARGX$MU
$375M
86 positions
#15GROUPAMA ASSET MANAGMENTActive
Some overlap · 5 shared positions
$MSI$AEM$URI$REGN$MU
$6.8B
395 positions
#16PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$ICE$BAC$VMC$CRM
$34.1B
135 positions
#17First Eagle Investment Management, LLCActive
Some overlap · 4 shared positions
$NEM$CRM$AEM$OKE
$75.6B
425 positions
#18apricus wealth, LLCPassive
Some overlap · 4 shared positions
$NEM$EXE$BAC$OKE
$205M
120 positions
#19Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$NEM$ICE$HALO
$138M
56 positions
#20AMJ Financial Wealth ManagementPassive
Some overlap · 4 shared positions
$NEM$ANET$OKE$TTWO
$424M
86 positions
#21Gemsstock Ltd.Active
Some overlap · 3 shared positions
$NEM$CRM$EXE
$949M
28 positions
#22First Washington CORPActive
Some overlap · 4 shared positions
$ICE$BAC$ANET$MU
$353M
50 positions
#23Caldwell Investment Management Ltd.Active
Some overlap · 4 shared positions
$ICE$BAC$AEM$MSI
$255M
57 positions
#24Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$NEM$BAC$MSI$MU
$1.6B
110 positions
#25Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$URI$MLM$NEM
$465M
81 positions

Compare HARVEY’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HARVEY’s holdings

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.