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 Harfst & Associates,

13F Portfolio OverlapQ1 2026Harfst & Associates, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Harfst & Associates, Inc. is an institutional investor managing $560M across 121 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 Harfst & Associates, are Stiles Financial Services, Consolidated Planning, Rafferty Asset ,, with shared positions in $AMAT, $LRCX, $AMD, $MPWR, $CMI, $NTRS. The full ranking of 25 similar funds is below.

#1Stiles Financial Services IncPassive

Some overlap · 8 shared positions

$AMAT $LRCX $AMD $MPWR $CMI $NTRS

$327M

177 positions

#2Consolidated Planning CorpActive

Some overlap · 6 shared positions

$BAH $LAD $LRCX $KLAC $APH $MS

$617M

144 positions

#3Rafferty Asset Management, LLCActive

Some overlap · 7 shared positions

$USB $AMAT $LRCX $AMD $MPWR $KLAC

$24.6B

1,057 positions

#4Karani Asset Management LLCPassive

Some overlap · 7 shared positions

$AMAT $LRCX $AMD $CMI $KLAC $TXN

$122M

54 positions

#5Palmer Knight CoPassive

Some overlap · 4 shared positions

$RJF $AMAT $TXN $AME

$205M

32 positions

#6Progressive Investment Management CorpActive

Some overlap · 7 shared positions

$AMAT $LRCX $AMD $KLAC $FAST $APH

$379M

58 positions

#7ProCore Advisors, LLCActive

Some overlap · 4 shared positions

$BAH $AMAT $AMD $LRCX

$65M

73 positions

#8BARNES PETTEY FINANCIAL ADVISORS, LLCPassive

Some overlap · 4 shared positions

$RJF $BAH $AMAT $MKL

$229M

156 positions

#9NCM Capital Management, LLCPassive

Some overlap · 4 shared positions

$BAH $USB $AMD $MS

$279M

185 positions

#10Capital Advantage, Inc.Active

Some overlap · 4 shared positions

$BAH $USB $AMD $SCHW

$765M

145 positions

#11National Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$BAH $LRCX $USB $AMAT

$269M

215 positions

#12Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$AMAT $LRCX $AMD $MPWR $KLAC $MS

$145M

69 positions

#13Asset One Wealth Management LLCPassive

Some overlap · 5 shared positions

$BAH $USB $AMAT $AMD $CMI

$904M

336 positions

#14Northwest Bancshares, Inc.Active

Some overlap · 6 shared positions

$USB $AMAT $LRCX $CMI $MS $IBKR

$502M

168 positions

#15McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$AMAT $LRCX $AMD $CMI $SCHW $MS

$885M

121 positions

#16Greenline Wealth Management LLCPassive

Some overlap · 3 shared positions

$BAH $USB $AMD

$87M

94 positions

#17ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$AMAT $LRCX $AMD $KLAC $APH $TXN

$331M

183 positions

#18Alecta Tjanstepension OmsesidigtActive

Some overlap · 7 shared positions

$AMAT $AMD $KLAC $APH $TXN $MS

$20.5B

78 positions

#19Transcendent Capital Group LLCPassive

Some overlap · 5 shared positions

$BAH $USB $SCHW $TXN $AMAT

$219M

112 positions

#20Horizon Investment Services, LLCPassive

Some overlap · 6 shared positions

$AMAT $LRCX $KLAC $NTRS $SCHW $APH

$288M

137 positions

#21SGL Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$USB $AMD $AMAT $CMI $SCHW $TXN

$266M

126 positions

#22Curat Global, LLCPassive

Some overlap · 6 shared positions

$AMAT $LRCX $CMI $KLAC $APH $TXN

$102M

265 positions

#23ProShare Advisors LLCActive

Some overlap · 6 shared positions

$AMAT $LRCX $AMD $KLAC $FAST $TXN

$67.5B

1,865 positions

#24Knollwood Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMD $KLAC $MPWR $AMAT $APH

$992M

303 positions

#25SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 3 shared positions

$BAH $USB $SCHW

$222M

135 positions

Compare Harfst & Associates,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Harfst & Associates,’s holdings

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.