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 ,, Clark & Stuart,, Ramsay, Stattman, Vela & Price,, 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 OverlapQ1 2026HARBOUR INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

HARBOUR INVESTMENT MANAGEMENT LLC is an institutional investor managing $184M across 101 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 HARBOUR INVESTMENT are Stack Financial ,, Clark & Stuart,, Ramsay, Stattman, Vela & Price,, with shared positions in $WM, $LHX, $PCAR, $SYK, $NEE, $KO. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Notable overlap · 10 shared positions

$WM $LHX $PCAR $SYK $NEE $KO

$1.4B

52 positions

#2Clark & Stuart, IncActive

Notable overlap · 9 shared positions

$SYK $ADP $APD $KO $ABT $HSY

$148M

49 positions

#3Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$SYK $KO $ADP $ABT $SBUX $APD

$506M

79 positions

#4Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $NEE $ADP $ABT $COP $DHR

$936M

168 positions

#5MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$NEE $KO $ADP $ABT $SYK $APD

$409M

127 positions

#6Somerset Trust CoPassive

Some overlap · 6 shared positions

$LHX $NEE $ADP $ABT $APD $PSX

$326M

174 positions

#7MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $LHX $ADP $WM $ABT $PSX

$835M

170 positions

#8MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$PCAR $SYK $KO $ADP $APD

$1.2B

81 positions

#9Brookmont Capital ManagementActive

Some overlap · 6 shared positions

$LHX $WM $ABT $SHEL $COP $UPS

$179M

59 positions

#10EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$NEE $SBUX $KO $ABT $COP $BMY

$1.4B

56 positions

#11Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$LHX $NEE $APD $SYK $ABT $PSX

$581M

245 positions

#12Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$LHX $NEE $KO $PSX $BMY $UPS

$223M

109 positions

#13Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$SBUX $SYK $SNA $ABT $HSY $DHR

$821M

85 positions

#14InvesTrustPassive

Some overlap · 7 shared positions

$ADP $APD $KO $SHEL $SBUX $BMY

$238M

91 positions

#15MASTER'S WEALTH MANAGEMENT INC.Active

Some overlap · 8 shared positions

$NEE $HSY $SNA $PSX $WM $DDOG

$295M

82 positions

#16Paradiem, LLCPassive

Some overlap · 5 shared positions

$PCAR $SYK $NEE $ABT $ADP

$454M

70 positions

#17Enhancing Capital LLCPassive

Some overlap · 6 shared positions

$WM $NEE $LHX $COP $BMY $KO

$135M

86 positions

#18BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$SYK $ABT $ADP $APD $PSX $SBUX

$321M

110 positions

#19Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$SYK $NEE $KO $WM $APD $JHG

$336M

46 positions

#20Monte Financial Group, LLCPassive

Some overlap · 6 shared positions

$SBUX $ADP $ABT $APD $HSY $UPS

$282M

100 positions

#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 6 shared positions

$SYK $NEE $ADP $ABT $DHR $KO

$2.1B

122 positions

#22HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$WM $ADP $NEE $JHG $ABT $KO

$280M

107 positions

#23HFR Wealth Management, LLCActive

Some overlap · 5 shared positions

$WM $NEE $ADP $APD $DHR

$407M

49 positions

#24Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 5 shared positions

$SYK $NEE $KO $ADP $CHKP

$974M

782 positions

#25Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$WM $NEE $KO $COP $APD

$218M

69 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.