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Hedge Funds Similar to Granite Harbor Advisors

13F Portfolio OverlapQ2 2026Granite Harbor Advisors portfolio →
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Most similar hedge funds by 13F overlap

Granite Harbor Advisors, Inc. is an institutional investor managing $253M across 132 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Granite Harbor Advisors are HOWE & RUSLING, BRIGHT ROCK, PIONEER BANK N A, with shared positions in $ELV, $APH, $NEE, $HON, $HONA, $MCD. The full ranking of 25 similar funds is below.

#1HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$ELV$APH$NEE$HON$HONA$MCD
$1.7B
479 positions
#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APH$ELV$NEE$LIN
$499M
73 positions
#3PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$APH$NEE$HON$HONA$MCD
$441M
87 positions
#4MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$APH$EMR$HON$HONA
$1.3B
81 positions
#5Midway Capital Research & ManagementActive
Some overlap · 4 shared positions
$APH$NEE$MCD$PFE
$126M
114 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$APH$NEE$MCD$PFE
$513M
70 positions
#7Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$ELV$NEE$EMR$MCD
$354M
55 positions
#8Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$APH$NEE$EMR$MCD$LIN
$686M
532 positions
#9ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$APH$HON$HONA$MCD
$1.9B
88 positions
#10HENDLEY & CO INCActive
Some overlap · 4 shared positions
$APH$HON$HONA$LIN
$283M
47 positions
#11J. Stern & Co. LLPActive
Some overlap · 5 shared positions
$APH$HON$HONA$MCD$LIN
$1.1B
51 positions
#12BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$NEE$APH$HON$HONA$LIN
$683M
180 positions
#13Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$APH$NEE$MCD$LIN
$170M
111 positions
#14Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$APH$HONA$MCD$LIN
$649M
136 positions
#15First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$APH$NEE$MCD
$1.4B
73 positions
#16RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 3 shared positions
$APH$NEE$MCD
$794M
188 positions
#17Tandem Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$APH$NEE$MCD
$1.5B
68 positions
#18HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$NEE$EMR$HON$HONA$MCD
$321M
107 positions
#19LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$NEE$EMR$HON$HONA$MCD
$573M
129 positions
#20DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$APH$NEE$MCD
$1.8B
269 positions
#21FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 5 shared positions
$NEE$EMR$HON$HONA$MCD
$492M
156 positions
#22Wilian Securities, LLCPassive
Some overlap · 3 shared positions
$APH$NEE$LIN
$169M
89 positions
#23NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 3 shared positions
$APH$NEE$LIN
$832M
124 positions
#24DAVIS R M INCActive
Some overlap · 3 shared positions
$APH$NEE$LIN
$6.3B
280 positions
#25Stone Summit Wealth LLCPassive
Some overlap · 3 shared positions
$APH$NEE$LIN
$394M
144 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.