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Hedge Funds Similar to HARBOR INVESTMENT ADVISORY,

13F Portfolio OverlapQ1 2026HARBOR INVESTMENT ADVISORY, portfolio →
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Most similar hedge funds by 13F overlap

HARBOR INVESTMENT ADVISORY, LLC is an institutional investor managing $1.4B across 1,315 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 HARBOR INVESTMENT ADVISORY, are AMI INVESTMENT, Compass Financial Group, /SD, PGIM Custom Harvest, with shared positions in $MAR, $SCHW, $BAC, $SNOW, $MKL, $GLDM. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$MAR$SCHW$BAC
$445M
77 positions
#2Compass Financial Group, INC/SDActive
Notable overlap · 3 shared positions
$MAR$SNOW$MKL
$715M
105 positions
#3PGIM Custom Harvest LLCActive
Notable overlap · 3 shared positions
$MAR$SCHW$GLDM
$6.4B
276 positions
#4Junk Investment Group, LLCPassive
Notable overlap · 3 shared positions
$MAR$MKL$AMGN
$191M
88 positions
#5Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$MAR$SCHW$SNOW$GEV
$543M
103 positions
#6RCW Management, LLCPassive
Notable overlap · 3 shared positions
$MAR$GLDM$SCHW
$98M
68 positions
#7Osbon Capital Management LLCPassive
Notable overlap · 3 shared positions
$MAR$AMGN$SNOW
$123M
493 positions
#8Beacon Capital Management, Inc.Active
Notable overlap · 4 shared positions
$MAR$SCHW$SNOW$JHG
$1.8B
57 positions
#9Vermillion Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$MAR$SCHW$GLDM
$255M
1,563 positions
#10Magnolia Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MAR$SCHW$MS
$172M
212 positions
#11SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$MAR$SCHW$GEV$MKL
$272M
554 positions
#12Madden Advisory Services, Inc.Passive
Notable overlap · 4 shared positions
$MAR$SCHW$SNOW$GLDM
$254M
108 positions
#13FORONJY FINANCIAL LLCPassive
Notable overlap · 4 shared positions
$MAR$GLDM$GEV$AMGN
$241M
97 positions
#14ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 3 shared positions
$MAR$MS$SNOW
$138M
59 positions
#15Richmond Brothers, Inc.Smart money
Notable overlap · 3 shared positions
$MAR$SCHW$SNOW
$150M
36 positions
#16Silicon Valley Capital PartnersActive
Notable overlap · 4 shared positions
$MAR$SCHW$SNOW$BAC
$1.0B
454 positions
#17Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MAR$MS$AMGN
$358M
716 positions
#18WBH ADVISORY INCPassive
Some overlap · 5 shared positions
$MAR$GLDM$SNOW$MKL$MS
$1.3B
350 positions
#19Bulwark Capital CorpActive
Some overlap · 5 shared positions
$MAR$JHG$GLDM$SNOW$MS
$162M
100 positions
#20PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MAR$GLDM$SCHW
$338M
107 positions
#21Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$MAR$AMGN$GLDM
$153M
344 positions
#22LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$MAR$SCHW$MKL$AMGN
$182M
136 positions
#23Curtis Advisory Group, LLCActive
Some overlap · 3 shared positions
$MAR$JHG$AMGN
$464M
118 positions
#24Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$SCHW$MS
$151M
97 positions
#25FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$AMGN$SCHW$BAC
$242M
73 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.