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Hedge Funds Similar to Clear Harbor Asset ,

13F Portfolio OverlapQ1 2026Clear Harbor Asset , portfolio →
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Most similar hedge funds by 13F overlap

Clear Harbor Asset Management, LLC is an institutional investor managing $1.4B across 450 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 Clear Harbor Asset , are BANYAN ,, Capco Asset ,, PYA Waltman ,, with shared positions in $PH, $ROP, $MKL, $DHR, $HEI, $FLEX. The full ranking of 25 similar funds is below.

#1BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$PH$ROP$MKL$DHR
$232M
55 positions
#2Capco Asset Management, LLCSmart money
Some overlap · 3 shared positions
$ROP$MKL$DHR
$367M
27 positions
#3PYA Waltman Capital, LLCActive
Some overlap · 4 shared positions
$ROP$MKL$DHR$HEI
$361M
67 positions
#4Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$FLEX$IAU$CME$DOV
$266M
180 positions
#5Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$PH$AWK$DHR$ECL
$47.8B
191 positions
#6Triad Investment ManagementPassive
Some overlap · 3 shared positions
$ROP$DHR$HEI
$271M
51 positions
#7Fermata Advisors, LLCPassive
Some overlap · 4 shared positions
$FLEX$MKL$IAU$REGN
$444M
232 positions
#8FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$FLEX$NXT$AWK$DHR
$102M
56 positions
#9Manitou Investment Management Ltd.Smart money
Some overlap · 4 shared positions
$ROP$MKL$DHR$CME
$506M
52 positions
#10HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MKL$AWK$DHR$ECL$REGN
$2.5B
262 positions
#11R.P. Boggs & Co.Active
Some overlap · 5 shared positions
$ROP$DHR$REGN$HEI$IAU
$208M
24 positions
#12Pasadena Private Wealth, LLCPassive
Some overlap · 3 shared positions
$FLEX$MKL$REGN
$723M
277 positions
#13COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$FLEX$NXT$C
$2.4B
303 positions
#14Wealth High Governance Capital LtdaPassive
Some overlap · 3 shared positions
$PH$NXT$C
$333M
46 positions
#15Austin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FLEX$DOV$IAU
$440M
118 positions
#16EVOKE WEALTH, LLCActive
Some overlap · 3 shared positions
$FLEX$DOV$IAU
$5.6B
711 positions
#17Capstone Financial Advisors, Inc.Smart money
Some overlap · 4 shared positions
$FLEX$DHR$CME$DOV
$1.9B
187 positions
#18Running Oak Capital LLCPassive
Some overlap · 3 shared positions
$ROP$PH$LDOS
$741M
55 positions
#19Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$IAU$DHR$DOV
$578M
118 positions
#20NZS Capital, LLCActive
Some overlap · 3 shared positions
$ROP$DHR$HEI
$3.0B
58 positions
#21NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 5 shared positions
$ROP$NXT$DHR$DOV$REGN
$561M
76 positions
#22Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$MKL$IAU$DHR$REGN
$480M
160 positions
#23Guinness Atkinson Asset Management IncPassive
Some overlap · 3 shared positions
$ROP$DHR$CME
$200M
123 positions
#24Foresight Group Ltd Liability PartnershipPassive
Some overlap · 4 shared positions
$AWK$NXT$TRMB$ECL
$566M
59 positions
#25Tribune Investment Group LPActive
Some overlap · 3 shared positions
$PH$CNM$ECL
$261M
30 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.