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Hedge Funds Similar to Harvest Investment Services,

13F Portfolio OverlapQ1 2026Harvest Investment Services, portfolio →
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Most similar hedge funds by 13F overlap

Harvest Investment Services, LLC is an institutional investor managing $547M across 346 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 Harvest Investment Services, are QP WEALTH ,, Dorsey Wright & Associates, RoundAngle Advisors, with shared positions in $PLTR, $HWM, $WDC, $CW, $VSAT, $SSRM. The full ranking of 25 similar funds is below.

#1QP WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$PLTR$HWM$WDC$CW$VSAT$SSRM
$58M
65 positions
#2Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$PLTR$HWM$APH$CW$SLV
$807M
158 positions
#3RoundAngle Advisors LLCPassive
Some overlap · 4 shared positions
$SLV$AGQ$PLTR$WT
$134M
60 positions
#4KINGDON CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$AER$HWM$VSEC$WELL
$911M
67 positions
#5ROI Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SLV$FITB$COKE
$167M
66 positions
#6COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$HWM$APH$PLTR$WWD
$2.4B
303 positions
#7Rockport Wealth LLCActive
Some overlap · 4 shared positions
$SLV$FITB$PSLV$WT
$549M
101 positions
#8Cavalier Investments, LLCSmart money
Some overlap · 4 shared positions
$HWM$SLV$WDC$PLTR
$3.7B
112 positions
#9LaFleur & Godfrey LLCActive
Some overlap · 4 shared positions
$PLTR$APH$CW$WWD
$803M
141 positions
#10Telligent Fund, LPActive
Some overlap · 3 shared positions
$PLTR$HWM$APH
$94M
24 positions
#11Verde Capital ManagementActive
Some overlap · 3 shared positions
$SLV$PLTR$WELL
$468M
69 positions
#12ABBINGTON INVESTMENT GROUPActive
Some overlap · 4 shared positions
$SLV$AGQ$HL$PSLV
$172M
51 positions
#13RIA Advisory Group LLCPassive
Some overlap · 4 shared positions
$SLV$AGQ$PSLV$PLTR
$421M
145 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$SLV$APH$WT
$477M
70 positions
#15KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$PLTR$APH$AGQ$WT
$123M
99 positions
#16Dedeker Financial LLCPassive
Some overlap · 4 shared positions
$PLTR$AGQ$WDC$SLV
$115M
50 positions
#17APIS CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$SSRM$CELC$WDC
$648M
52 positions
#18ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$HWM$PLTR$APH
$482M
38 positions
#19Corient IA LLCPassive
Some overlap · 4 shared positions
$HWM$CASY$PLTR$CW
$106M
279 positions
#20BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$SLV$PSLV$AGQ$PLTR
$402M
108 positions
#21Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$PLTR$AGQ$SLV$WT$APH
$154M
545 positions
#22Aubrey Capital Management LtdPassive
Some overlap · 4 shared positions
$LAUR$IDCC$WWD$SNEX
$186M
50 positions
#23Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$SLV$AGQ$WT
$153M
96 positions
#24AXIOM INVESTORS LLC /DEActive
Some overlap · 5 shared positions
$APH$HWM$CW$AER$CASY
$9.0B
121 positions
#25RHL GROUP, LLCActive
Some overlap · 3 shared positions
$PLTR$AGQ$WDC
$117M
240 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.