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 Harvest Portfolios Group

13F Portfolio OverlapQ1 2026Harvest Portfolios Group portfolio →

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Most similar hedge funds by 13F overlap

Harvest Portfolios Group Inc. is an institutional investor managing $6.1B across 260 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 Portfolios Group are SECTORAL ASSET, CANTOR FITZGERALD, L. P., Bellevue Group AG, with shared positions in $UNH, $AMGN, $ABT, $BMY, $ISRG, $SYK. The full ranking of 25 similar funds is below.

#1SECTORAL ASSET MANAGEMENT INCActive

Notable overlap · 11 shared positions

$UNH $AMGN $ABT $BMY $ISRG $SYK

$121M

77 positions

#2CANTOR FITZGERALD, L. P.Active

Notable overlap · 5 shared positions

$MSTR $AMD $UNH $CRCL $PLTR

$6.8B

259 positions

#3Bellevue Group AGActive

Notable overlap · 10 shared positions

$AMGN $ABT $ISRG $SYK $BSX $MDT

$4.2B

155 positions

#4Belvedere Trading LLCActive

Notable overlap · 4 shared positions

$MSTR $AMD $PLTR $COIN

$84.4B

731 positions

#5Faithward Advisors, LLCPassive

Notable overlap · 4 shared positions

$MSTR $PLTR $BMY $AMGN

$701M

261 positions

#6Rhenman & Partners Asset Management ABPassive

Notable overlap · 8 shared positions

$UNH $ABT $ISRG $SYK $ELV $TMO

$810M

86 positions

#7SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$AMD $PLTR $ABT $ISRG $SYK $REGN

$1.3B

158 positions

#8McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$PLTR $AMD $ISRG $SYK $TMO $AMGN

$885M

121 positions

#9Clear Street Group Inc.Active

Some overlap · 6 shared positions

$AMD $PLTR $COIN $CRCL $UNH $MSTR

$24.6B

1,113 positions

#10Rakuten Securities, Inc.Passive

Some overlap · 6 shared positions

$PLTR $UNH $MSTR $COIN $CRCL $AMD

$241M

879 positions

#11Telligent Fund, LPActive

Some overlap · 3 shared positions

$MSTR $PLTR $AMD

$94M

24 positions

#12First Eagle Investment Management, LLCActive

Some overlap · 3 shared positions

$MSTR $ELV $MDT

$75.6B

425 positions

#13Marex Group plcPassive

Some overlap · 4 shared positions

$MSTR $UNH $RDDT $CRCL

$15.8B

1,007 positions

#14Southpoint Capital Advisors LPActive

Some overlap · 6 shared positions

$AMD $COIN $ZTS $DHR $TMO $CRCL

$4.9B

41 positions

#15MADDEN SECURITIES CorpPassive

Some overlap · 5 shared positions

$MSTR $PLTR $ISRG $TMO $ENB

$333M

113 positions

#16ParaFi Capital LPActive

Some overlap · 3 shared positions

$MSTR $CRCL $COIN

$462M

22 positions

#17ELLERSON GROUP INC /ADVPassive

Some overlap · 6 shared positions

$PLTR $AMGN $DHR $TMO $REGN $ISRG

$153M

61 positions

#18ARK Investment Management LLCActive

Some overlap · 4 shared positions

$PLTR $AMD $COIN $CRCL

$12.9B

182 positions

#19Nikko Asset Management Americas, Inc.Active

Some overlap · 4 shared positions

$PLTR $AMD $COIN $CRCL

$7.1B

186 positions

#20Pictet & Cie (Europe) SAActive

Some overlap · 7 shared positions

$UNH $ISRG $SYK $DHR $ZTS $BSX

$4.7B

207 positions

#21SECTOR GAMMA ASActive

Some overlap · 6 shared positions

$UNH $BMY $AMGN $ABT $ELV $MDT

$423M

42 positions

#22Aspiring Ventures, LLCSmart money

Some overlap · 4 shared positions

$MSTR $PLTR $AMD $DHR

$330M

92 positions

#23Generali Investments, Management Co LLCActive

Some overlap · 8 shared positions

$PLTR $ISRG $AMD $SYK $AMGN $DHR

$430M

162 positions

#24AIMZ Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$UNH $AZN $AMGN $BMY $SYK $REGN

$324M

139 positions

#25Optiver Holding B.V.Active

Some overlap · 5 shared positions

$PLTR $AMD $AZN $COIN $NVS

$289.5B

2,301 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.