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 HARRELL INVESTMENT PARTNERS,

13F Portfolio OverlapQ1 2026HARRELL INVESTMENT PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

HARRELL INVESTMENT PARTNERS, LLC is an institutional investor managing $461M across 144 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 HARRELL INVESTMENT PARTNERS, are Phoenix Wealth Advisors, Comprehensive Financial Consultants Institutional,, Winthrop Partners - WNY,, with shared positions in $ETN, $ADI, $MPC, $CME, $MSI, $CB. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Substantial overlap · 16 shared positions

$ETN $ADI $MPC $CME $MSI $CB

$253M

126 positions

#2Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 14 shared positions

$ETN $ADI $CME $MPC $MSI $CB

$337M

193 positions

#3Winthrop Partners - WNY, LLCPassive

Notable overlap · 13 shared positions

$MSI $ETN $ADI $CME $MPC $CB

$188M

87 positions

#4Clear Trail Advisors, LLCPassive

Notable overlap · 13 shared positions

$ETN $MSI $CME $MPC $CB $DRI

$601M

149 positions

#5Tulsa Wealth Advisors, INCActive

Notable overlap · 18 shared positions

$ETN $MSI $MPC $ADI $CME $CB

$570M

150 positions

#6Scissortail Wealth Management, LLCPassive

Notable overlap · 13 shared positions

$MPC $CME $ADI $CB $ETN $MSI

$498M

115 positions

#7Wealth Intelligence, LLCActive

Notable overlap · 12 shared positions

$ETN $CME $MPC $CB $JCI $MSI

$208M

58 positions

#8CrossGen Wealth, LLCPassive

Notable overlap · 10 shared positions

$ETN $MSI $MPC $CME $CB $JCI

$114M

200 positions

#9Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 14 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$224M

71 positions

#10Bowman & Co S.C.

Notable overlap · 12 shared positions

$MSI $ETN $ADI $CB $CME $MPC

$237M

118 positions

#11Invera Wealth Advisors, LLCPassive

Notable overlap · 11 shared positions

$JCI $CMI $ETN $TT $MPC $CB

$156M

98 positions

#12Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

$MSI $ETN $CME $CB $JCI $TT

$1.1B

944 positions

#13TMB Capital Partners, LLCPassive

Notable overlap · 11 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$297M

176 positions

#14CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 9 shared positions

$ETN $ADI $JCI $O $CMI $TT

$758M

179 positions

#15Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$ADI $ETN $CB $MPC $JCI $VZ

$202M

157 positions

#16Cartenna Capital, LPPassive

Notable overlap · 4 shared positions

$ETN $ADI $MSI $TT

$2.7B

47 positions

#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$MSI $ETN $ADI $WFC

$1.2B

103 positions

#18Core Alternative CapitalPassive

Some overlap · 6 shared positions

$CME $CB $APD $O $VZ $NEE

$339M

205 positions

#19Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$CME $CMI $ETN $VZ $NEE $UNP

$215M

125 positions

#20Harbour Wealth Management Group, Inc.Passive

Some overlap · 8 shared positions

$MSI $ETN $TT $MPC $APD $CME

$133M

89 positions

#21Aspire Growth Partners LLCActive

Some overlap · 7 shared positions

$MPC $TT $ETN $ADI $MSI $CME

$146M

121 positions

#22NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$ADI $CB $ETN $ANET $NEE $UNP

$367M

141 positions

#23CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 12 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$914M

270 positions

#24Kesler, Norman & Wride, LLCPassive

Some overlap · 5 shared positions

$ADI $CB $APD $NEE $UNP

$581M

245 positions

#25Albar Capital Partners LLPActive

Some overlap · 5 shared positions

$ADI $CMI $APD $JCI $TT

$618M

36 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.