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Hedge Funds Similar to Harpswell Advisors,

13F Portfolio OverlapQ1 2026Harpswell Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Harpswell Capital Advisors, LLC is an institutional investor managing $134M across 36 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 Harpswell Advisors, are Prime Buchholz, Sellwood Investment Partners, Farrell Financial, with shared positions in $AFRM, $DOV, $SCHW, $WT, $MKL, $UNIT. The full ranking of 25 similar funds is below.

#1Prime Buchholz LLCActive
Substantial overlap · 3 shared positions
$AFRM$DOV$SCHW
$191M
22 positions
#2Sellwood Investment Partners LLCSmart money
Notable overlap · 3 shared positions
$AFRM$DOV$SCHW
$254M
59 positions
#3Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$AFRM$WT$MKL$SCHW
$167M
76 positions
#4Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$DOV$MKL$SCHW
$374M
86 positions
#5Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$DOV$WT$MKL$SCHW
$90M
65 positions
#6Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$MKL$UNIT
$127M
57 positions
#7Global Endowment Management, LPActive
Some overlap · 3 shared positions
$DOV$SCHW$WT
$896M
126 positions
#8Addison Capital CoPassive
Some overlap · 3 shared positions
$DOV$WT$SCHW
$562M
182 positions
#9Investments & Financial Planning, LLCSmart money
Some overlap · 3 shared positions
$DOV$UNIT$SCHW
$184M
36 positions
#10CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money
Some overlap · 3 shared positions
$DOV$SCHW$AFRM
$6.3B
64 positions
#11MYECFO, LLCActive
Some overlap · 4 shared positions
$DOV$MKL$AFRM$SCHW
$239M
66 positions
#12HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$MKL$WT$SCHW
$238M
142 positions
#13BIP Wealth, LLCActive
Some overlap · 4 shared positions
$DOV$MKL$WT$UNIT
$2.5B
453 positions
#14Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$DOV$MKL$SCHW$WT
$269M
506 positions
#15Creekside PartnersPassive
Some overlap · 4 shared positions
$MKL$DOV$UNIT$SCHW
$243M
183 positions
#16Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$UNIT$WT
$454M
99 positions
#17Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$MKL$DOV$WT$SCHW
$89M
81 positions
#18Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$MKL$UNIT$WT$SCHW$DOV
$950M
192 positions
#19Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$MKL$UNIT$WT$SCHW$AFRM
$365M
111 positions
#20BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$AFRM$MKL$SCHW
$259M
33 positions
#21LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$WT$UNIT
$595M
360 positions
#22Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$UNIT$WT$SCHW
$473M
582 positions
#23FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$MKL$UNIT$WT$SCHW
$293M
105 positions
#24Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MKL$UNIT$DOV
$191M
88 positions
#25Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$MKL$SCHW
$151M
114 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.