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Hedge Funds Similar to ADELL HARRIMAN & CARPENTER

13F Portfolio OverlapQ1 2026ADELL HARRIMAN & CARPENTER portfolio →
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Most similar hedge funds by 13F overlap

ADELL HARRIMAN & CARPENTER INC is an institutional investor managing $1.6B across 163 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 ADELL HARRIMAN & CARPENTER are Alpha Cubed Investments,, Richard C. Young & , LTD., Reliant Investment ,, with shared positions in $PWR, $PANW, $ETN, $CRWD, $KO, $WMB. The full ranking of 25 similar funds is below.

#1Alpha Cubed Investments, LLC
Notable overlap · 5 shared positions
$PWR$PANW$ETN$CRWD$KO
$2.9B
299 positions
#2Richard C. Young & CO., LTD.Active
Some overlap · 6 shared positions
$WMB$MU$VLO$IBM$EMR$PSX
$1.2B
93 positions
#3Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$PWR$ETN$IBM$CRWD
$207M
53 positions
#4CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$PANW$IBM
$60M
36 positions
#5AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$PWR$PANW$CRWD
$1.6B
96 positions
#6CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$WMB$PWR$PANW$ETN$KO
$1.1B
149 positions
#7Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$MU$VLO$PANW$IBM$CRWD$SHEL
$160M
124 positions
#8FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 5 shared positions
$PWR$KKR$C$EMR$PSX
$176M
104 positions
#9Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$PANW$MAIN$VLO$IRM$KO
$462M
106 positions
#10Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$PANW$PWR$MU$CRWD
$13.2B
70 positions
#11Stack Financial Management, IncActive
Some overlap · 4 shared positions
$PWR$EMR$PSX$KO
$1.4B
52 positions
#12Consolidated Investment Group LLCActive
Some overlap · 6 shared positions
$MU$PANW$WMB$C$ETN$EQIX
$922M
77 positions
#13New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$PWR$IBM$PANW$CRWD$KO
$237M
143 positions
#14Greater Midwest Financial Group, LLCPassive
Some overlap · 5 shared positions
$PANW$MU$ETN$CRWD$IBM
$186M
65 positions
#15Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$PANW$PWR$ETN$IBM$CRWD
$345M
78 positions
#16Longbow Finance SAPassive
Some overlap · 6 shared positions
$PANW$VLO$PWR$WMB$C$KO
$552M
55 positions
#17DigitalBridge Group, Inc.Active
Some overlap · 3 shared positions
$PWR$IRM$EQIX
$1.6B
64 positions
#18SFE Investment CounselPassive
Some overlap · 4 shared positions
$PANW$PWR$ETN$IBM
$635M
143 positions
#19Lynch Asset Management, Inc.Active
Some overlap · 5 shared positions
$PANW$ETN$IBM$CRWD$EMR
$298M
51 positions
#20LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$PWR$PANW$WMB$EMR$IBM
$677M
182 positions
#21Sun Financial IncPassive
Some overlap · 5 shared positions
$PWR$PANW$ETN$CRWD$EMR
$200M
159 positions
#22MARVIN & PALMER ASSOCIATES INCPassive
Some overlap · 3 shared positions
$PWR$VLO$C
$84M
21 positions
#23AMJ Financial Wealth ManagementPassive
Some overlap · 3 shared positions
$PWR$ETN$EMR
$424M
86 positions
#24Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$ETN$PANW$CRWD
$1.4B
170 positions
#25SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$WMB$VLO$EQIX$PSX$IRM
$507M
306 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.