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Hedge Funds Similar to Harbor Group,

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

Harbor Group, Inc. is an institutional investor managing $692M across 116 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 Harbor Group, are Parkshore Wealth ,, Allegiance Financial Group Advisory Services, New England Financial Advisors, with shared positions in $AMN, $GE, $GEV, $CSX, $LMT, $BRZE. The full ranking of 25 similar funds is below.

#1Parkshore Wealth Management, Inc.Smart money
Notable overlap · 6 shared positions
$AMN$GE$GEV$CSX$LMT$BRZE
$299M
69 positions
#2Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 4 shared positions
$AMN$GE$GEV$NOW
$503M
198 positions
#3New England Capital Financial Advisors LLCSmart money
Notable overlap · 5 shared positions
$AMN$T$GE$UNH$GEV
$365M
425 positions
#4EAGLE WEALTH STRATEGIES LLCSmart money
Notable overlap · 4 shared positions
$AMN$T$AMD$VZ
$228M
114 positions
#5POINCIANA ADVISORS GROUP, LLCActive
Notable overlap · 3 shared positions
$AMN$GE$T
$127M
130 positions
#6WMG Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$T$BRZE$VZ
$240M
100 positions
#7RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$AMD$MDY$NOW
$296M
80 positions
#8KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$GE$UNH
$522M
97 positions
#9CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$AMN$UNH$SE
$334M
70 positions
#10Fort Vancouver Investment Management, LLCActive
Notable overlap · 4 shared positions
$AMN$SE$NOW$GEV
$197M
59 positions
#11Plancorp, LLCActive
Notable overlap · 3 shared positions
$AMN$SE$NOW
$3.5B
378 positions
#12Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$T$BRZE
$143M
50 positions
#13Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$SE$MDY$INTU
$2.2B
79 positions
#14Unison Advisors LLCSmart money
Notable overlap · 3 shared positions
$AMN$AMD$VZ
$1.3B
175 positions
#15ENZI WEALTHActive
Notable overlap · 3 shared positions
$AMN$AMD$LMT
$288M
71 positions
#16Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$BRZE$NOW
$718M
278 positions
#17Private Wealth Management Group, LLCPassive
Notable overlap · 3 shared positions
$AMN$NOW$VZ
$381M
1,426 positions
#18Creative Capital Management Investments LLCActive
Notable overlap · 3 shared positions
$AMN$GE$BRZE
$348M
324 positions
#19Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$T$GE
$1.8B
209 positions
#20Truepoint, Inc.Active
Notable overlap · 6 shared positions
$AMN$BRZE$SE$GE$MDY$GEV
$4.5B
148 positions
#21Nvest Wealth Strategies, Inc.Active
Notable overlap · 3 shared positions
$AMN$GE$GEV
$143M
395 positions
#22Marquette Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$MDY$VZ
$669M
795 positions
#23BetterWealth, LLCSmart money
Notable overlap · 4 shared positions
$AMN$ADI$BRZE$AMD
$510M
85 positions
#24True Wealth Design, LLCActive
Notable overlap · 4 shared positions
$AMN$GE$GEV$LMT
$360M
2,699 positions
#25Avondale Wealth ManagementActive
Notable overlap · 5 shared positions
$AMN$SE$AMD$GEV$GE
$203M
71 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.