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Hedge Funds Similar to ADELL HARRIMAN & CARPENTER

13F Portfolio OverlapQ2 2026ADELL HARRIMAN & CARPENTER portfolio →
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Most similar hedge funds by 13F overlap

ADELL HARRIMAN & CARPENTER INC is an institutional investor managing $2.0B across 158 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 ADELL HARRIMAN & CARPENTER are PRINCETON, Reliant Investment, Princeton Global Asset, with shared positions in $PWR, $CRWD, $C, $MRVL, $ETN, $BX. The full ranking of 25 similar funds is below.

#1PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PWR$CRWD$C$MRVL
$443M
145 positions
#2Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$PWR$CRWD$ETN
$281M
55 positions
#3Princeton Global Asset Management LLCPassive
Some overlap · 3 shared positions
$PWR$BX$ETN
$698M
831 positions
#4Munro PartnersActive
Some overlap · 3 shared positions
$PWR$WMB$MRVL
$4.5B
61 positions
#5Mengis Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PWR$MRVL$DELL$EMR$CMI
$658M
218 positions
#6Robbins FarleyPassive
Some overlap · 4 shared positions
$PWR$CRWD$ETN$DELL
$260M
157 positions
#7KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PWR$ETN$MRVL$DELL
$165M
96 positions
#8Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 3 shared positions
$PWR$KKR$MRVL
$144M
40 positions
#9AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$PWR$ETN$EMR
$424M
86 positions
#10Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$PWR$CRWD$ETN
$1.6B
184 positions
#11FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$PWR$C$EMR$PSX
$203M
109 positions
#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$78M
44 positions
#13Citizens Business BankActive
Some overlap · 3 shared positions
$PWR$MRVL$DELL
$664M
139 positions
#14SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 6 shared positions
$WMB$VLO$EQIX$IRM$CRWD$PSX
$530M
308 positions
#15Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$PWR$CRWD$MRVL
$314M
185 positions
#16SFE Investment CounselPassive
Some overlap · 5 shared positions
$PWR$BX$ETN$MRVL$CMI
$742M
152 positions
#17Mirador Capital Partners LPPassive
Some overlap · 6 shared positions
$BX$KKR$DELL$CRWD$C$PSX
$817M
218 positions
#18Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$ETN$CMI
$102M
68 positions
#19Richard C. Young & CO., LTD.Passive
Some overlap · 6 shared positions
$WMB$VLO$DELL$EMR$CMI$PSX
$1.4B
101 positions
#20Alpha Financial Partners, LLCActive
Some overlap · 3 shared positions
$PWR$ETN$CMI
$190M
118 positions
#21AGF MANAGEMENT LTDPassive
Some overlap · 5 shared positions
$PWR$ETN$MRVL$VLO$DELL
$25.8B
656 positions
#22DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$PWR$ETN$CMI
$124M
100 positions
#23Strong Tower Advisory ServicesPassive
Some overlap · 3 shared positions
$PWR$ETN$CMI
$558M
94 positions
#24Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$PWR$CRWD$ETN$MRVL
$442M
84 positions
#25Visionary Wealth AdvisorsPassive
Some overlap · 3 shared positions
$PWR$EMR$PSX
$2.5B
666 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.