What hedge funds are most similar to HARBOUR INVESTMENT MANAGEMENT LLC?

The funds with the most similar 13F portfolios to HARBOUR INVESTMENT MANAGEMENT LLC are Stack Financial, Somerset, BRADY FAMILY WEALTH, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to HARBOUR INVESTMENT

13F Portfolio OverlapQ2 2026HARBOUR INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

HARBOUR INVESTMENT MANAGEMENT LLC is an institutional investor managing $194M across 108 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 HARBOUR INVESTMENT are Stack Financial, Somerset, BRADY FAMILY WEALTH, with shared positions in $WM, $PCAR, $SYK, $LHX, $NEE, $PSX. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Notable overlap · 10 shared positions

$WM $PCAR $SYK $LHX $NEE $PSX

$1.3B

54 positions

#2Somerset Trust CoPassive

Notable overlap · 8 shared positions

$LHX $NEE $BLK $ADP $ABT $APD

$354M

186 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$SYK $BLK $APD $ABT $PSX $ADP

$346M

113 positions

#4Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$SBUX $BLK $SYK $SNA $ABT $DHR

$856M

89 positions

#5Smart Portfolios, LLC

Notable overlap · 8 shared positions

$SYK $BLK $APD $SBUX $PSX $PEP

$100M

99 positions

#6Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 8 shared positions

$SYK $ADP $ABT $SBUX $PEP $DHR

$562M

84 positions

#7OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$WM $NEE $APD $BLK $PSX $PEP

$183M

31 positions

#8DILLON & ASSOCIATES INCActive

Notable overlap · 9 shared positions

$SYK $ADP $APD $ABT $DHR $NEE

$817M

80 positions

#9Hamrick Investment Counsel, llcPassive

Notable overlap · 6 shared positions

$SBUX $WM $SYK $DHR $UPS $CL

$151M

184 positions

#10Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $NEE $ADP $ABT $DHR $PEP

$965M

177 positions

#11WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$SYK $NEE $ADP $ABT $PEP $DHR

$947M

155 positions

#12Paradiem, LLCPassive

Notable overlap · 6 shared positions

$PCAR $NEE $ADP $SYK $ABT $CL

$464M

68 positions

#13DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$SBUX $WM $SYK $APD $DHR

$124M

100 positions

#14Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$LHX $BLK $NEE $APD $PSX $SYK

$631M

271 positions

#15Clark & Stuart, IncPassive

Notable overlap · 8 shared positions

$SYK $ADP $ABT $PEP $APD $UPS

$159M

57 positions

#16Wilson & Boucher Capital Management, LLC

Notable overlap · 6 shared positions

$SYK $NVO $NEE $ABT $SBUX $PEP

$151M

114 positions

#17HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$WM $ADP $NEE $ABT $PEP $BMY

$321M

107 positions

#18Long Road Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$SBUX $SYK $ADP $APD $PEP

$271M

80 positions

#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 6 shared positions

$NEE $ADP $BLK $WM $SYK $SBUX

$152M

84 positions

#20SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$LHX $NEE $ADP $APD $PEP $KMB

$205M

55 positions

#21MeadowBrook Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$SYK $ADP $BLK $SBUX $LHX $KMB

$126M

196 positions

#22Palisade Asset Management, LLCPassive

Notable overlap · 7 shared positions

$ADP $LHX $ABT $BLK $SYK $PEP

$1.1B

204 positions

#23Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$WM $BLK $ABT $SNA $PEP $BMY

$455M

57 positions

#24Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$WM $ADP $APD $PEP $BMY $KMB

$199M

38 positions

#25VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$NEE $NVO $PSX $SHEL $PEP $BMY

$1.1B

146 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.