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Hedge Funds Similar to HARBOR INVESTMENT ADVISORY

13F Portfolio OverlapQ3 2026HARBOR INVESTMENT ADVISORY portfolio →
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Most similar hedge funds by 13F overlap

HARBOR INVESTMENT ADVISORY, LLC is an institutional investor managing $1.5B across 1,437 U.S. equity positions as of Q3 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 Asset Advisors Investment, Platform Wealth, First Fiduciary Investment Counsel, with shared positions in $MAR, $AMGN, $BLK, $SBUX, $ASML, $GLDM. The full ranking of 25 similar funds is below.

#1Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$MAR$AMGN$BLK
$1.1B
108 positions
#2Platform Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$BLK$SBUX
$273M
57 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$MAR$AMGN$BLK
$529M
75 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$MAR$BLK$AMGN$ASML
$1.3B
73 positions
#5Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$MAR$GLDM$KLAC
$236M
121 positions
#6A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MAR$GLDM$AMGN$SBUX
$153M
76 positions
#7Camarda Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MAR$SBUX$KLAC$SNDK$ASML
$331M
122 positions
#8Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$BLK$CRWD$ASML
$2.7B
206 positions
#9OMC Financial Services LTDActive
Some overlap · 3 shared positions
$MAR$AMGN$CRWD
$175M
31 positions
#10Westwind CapitalPassive
Some overlap · 3 shared positions
$MAR$KLAC$SNDK
$426M
87 positions
#11CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 3 shared positions
$MAR$SBUX$ASML
$119M
77 positions
#12LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$CRWD$ASML
$213M
124 positions
#13Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$GLDM$AMGN$BLK$KLAC
$1.8B
529 positions
#14China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$GLDM$AMGN$KLAC$SNDK$ASML
$1.7B
513 positions
#15TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$MAR$KLAC$BAH
$217M
114 positions
#16PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 3 shared positions
$MAR$CRWD$SBUX
$791M
190 positions
#17Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MAR$CRWD$MKL
$283M
103 positions
#18Bridgewater Advisors Inc.Passive
Some overlap · 3 shared positions
$MAR$GLDM$KLAC
$1.8B
478 positions
#19Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$BLK$CRWD$ASML
$170M
79 positions
#20Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$MAR$AMGN$BLK$SBUX
$149M
116 positions
#21Quantum Financial Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$AMGN$KLAC$SNDK
$1.0B
251 positions
#22Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MAR$SBUX$MKL$BLK
$570M
138 positions
#23American Money Management, LLCPassive
Some overlap · 3 shared positions
$MAR$BLK$ASML
$700M
174 positions
#24MidFirst BankPassive
Some overlap · 5 shared positions
$AMGN$BLK$CRWD$SBUX$KLAC
$1.4B
943 positions
#25Carl P. Sherr & Co., LLCPassive
Slight overlap · 4 shared positions
$MAR$AMGN$BLK$SBUX
$239M
134 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.