What hedge funds are most similar to Harvest Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Harvest Investment Advisors, LLC are EDGAR LOMAX /VA, UNITED BANK, BERKSHIRE ASSET /PA, based on overlapping conviction holdings in the latest SEC filings.

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 Investment Advisors,

13F Portfolio OverlapQ4 2025Harvest Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Harvest Investment Advisors, LLC is an institutional investor managing $176M across 57 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Harvest Investment Advisors, are EDGAR LOMAX /VA, UNITED BANK, BERKSHIRE ASSET /PA, with shared positions in $MS, $GD, $TGT, $AMGN, $BMY, $ABT. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$MS $GD $TGT $AMGN $BMY $ABT

$1.4B

56 positions

#2UNITED BANKActive

Notable overlap · 7 shared positions

$GD $AMGN $ABT $HSY $GILD $LMT

$781M

121 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$PNC $HSY $KMI $BMY $ABT $LMT

$2.3B

264 positions

#4OmniStar Financial Group, Inc.Passive

Some overlap · 7 shared positions

$MS $TGT $BMY $GILD $LMT $HON

$193M

108 positions

#5Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$GD $AMGN $PNC $TGT $LMT $ABT

$170M

82 positions

#6Palisade Asset Management, LLCActive

Some overlap · 6 shared positions

$GD $AMGN $LHX $TGT $ABT $HSY

$996M

195 positions

#7Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$MS $AMGN $KMI $BMY $GILD $LMT

$613M

247 positions

#8EQUITY INVESTMENT CORPActive

Some overlap · 6 shared positions

$PNC $TGT $DG $HSY $HIG $GPC

$5.1B

71 positions

#9Insight Inv LLCPassive

Some overlap · 5 shared positions

$MS $GD $AMGN $ALL $PNC

$183M

104 positions

#10Miramar Capital, LLCPassive

Some overlap · 6 shared positions

$GD $HSY $BMY $ABT $LMT $GPC

$449M

56 positions

#11Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$MS $AMGN $PNC $TGT $LMT $WMB

$165M

86 positions

#12Ipsen Advisor Group LLCPassive

Some overlap · 7 shared positions

$MS $HSY $AMGN $LYB $LMT $BMY

$143M

104 positions

#13O'Domhnaill Enterprises, Inc.Passive

Some overlap · 6 shared positions

$WMB $GD $HSY $GILD $LMT $HII

$124M

55 positions

#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NTRS $HSY $KMI $GILD $LMT $HON

$6.4B

290 positions

#15Altrius Capital Management IncPassive

Some overlap · 6 shared positions

$GD $NXPI $GILD $GNTX $LMT $LYB

$503M

87 positions

#16Atlas Wealth LLCPassive

Some overlap · 5 shared positions

$MS $SYF $PNC $LMT $AMGN

$334M

115 positions

#17IAM Advisory, LLCActive

Some overlap · 7 shared positions

$LHX $AMGN $LMT $HON $BMY $PNC

$446M

95 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$MS $AMGN $PNC $TGT $LMT

$1.1B

105 positions

#19JGP Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $AMGN $LHX $PNC $ABT

$961M

223 positions

#20Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $PNC $BMY $ALL $GPC $HSY

$308M

137 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$AMGN $HSY $KMI $LMT $HON $BMY

$480M

133 positions

#22FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$MS $ABT $LMT $AMGN $HON $PNC

$1.2B

384 positions

#23Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $AMGN $ABT $LMT $HON

$353M

78 positions

#24HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$AMGN $PNC $HSY $LMT $HON $HII

$351M

81 positions

#25Meadowbrook Advisors Group, LLCPassive

Some overlap · 5 shared positions

$MS $GD $AMGN $HSY $HON

$168M

136 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.