What hedge funds are most similar to Private Harbour Investment Management & Counsel, LLC?

The funds with the most similar 13F portfolios to Private Harbour Investment Management & Counsel, LLC are DAHRING {-} CUSMANO, Financial Harvest,, SAGE PRIVATE WEALTH GROUP,, 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 Private Harbour Investment & Counsel,

13F Portfolio OverlapQ1 2026Private Harbour Investment & Counsel, portfolio →

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Most similar hedge funds by 13F overlap

Private Harbour Investment Management & Counsel, LLC is an institutional investor managing $91M across 36 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 Private Harbour Investment & Counsel, are DAHRING {-} CUSMANO, Financial Harvest,, SAGE PRIVATE WEALTH GROUP,, with shared positions in $IAU, $WEC, $SLV, $INTC, $AFL, $TJX. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $WEC $SLV

$163M

58 positions

#2Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $INTC $AFL

$170M

57 positions

#3SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 5 shared positions

$IAU $TJX $ETN $INTC $AFL

$199M

97 positions

#4Harbour Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $INTC $ETN $TJX

$133M

89 positions

#5GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$IAU $ETN $EPD

$212M

87 positions

#6FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $TJX $ETN $ABT

$1.2B

150 positions

#7CPR Investments Inc.Active

Notable overlap · 4 shared positions

$IAU $AGQ $SLV $LHX

$150M

51 positions

#8Ipsen Advisor Group LLCPassive

Notable overlap · 3 shared positions

$SLV $IAU $AGQ

$143M

104 positions

#9New Harbor Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $NEM

$567M

61 positions

#10Biltmore Family Office, LLCActive

Notable overlap · 5 shared positions

$IAU $ABT $SLV $TJX $AFL

$716M

325 positions

#11Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$IAU $LHX $WEC $TJX

$931M

518 positions

#12Sugar Maple Asset Management, LLCPassive

Notable overlap · 3 shared positions

$SLV $AGQ $ABT

$165M

84 positions

#13VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $TJX $ABT

$361M

123 positions

#14Grand Central Investment GroupActive

Notable overlap · 3 shared positions

$SLV $IAU $NEM

$135M

44 positions

#15Burton Enright WelchActive

Notable overlap · 3 shared positions

$IAU $INTC $SYK

$736M

134 positions

#16BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 4 shared positions

$SLV $IAU $AGQ $EPD

$402M

108 positions

#17Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $AGQ $AFL

$130M

96 positions

#18Kaydan Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $AGQ $SYK

$299M

109 positions

#19Ridge Creek Global, IncActive

Notable overlap · 4 shared positions

$IAU $ETN $SYK $NEM

$118M

85 positions

#20Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$SLV $AGQ $WCC

$153M

96 positions

#21Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive

Notable overlap · 3 shared positions

$IAU $SLV $NEM

$132M

408 positions

#22Wealth Quarterback LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $INTC

$254M

163 positions

#23Wealth Watch Advisors, INCPassive

Notable overlap · 4 shared positions

$IAU $SLV $AGQ $SYK

$239M

126 positions

#24GRANVILLE CAPITAL, INC.Active

Notable overlap · 4 shared positions

$SLV $AGQ $EPD $ETN

$191M

86 positions

#25Forest Hill Capital, LLCActive

Notable overlap · 3 shared positions

$SLV $NEM $EPD

$152M

19 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.