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Hedge Funds Similar to HARMONY ASSET

13F Portfolio OverlapQ1 2026HARMONY ASSET portfolio →
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Most similar hedge funds by 13F overlap

HARMONY ASSET MANAGEMENT LLC is an institutional investor managing $327M across 195 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 HARMONY ASSET are OPTIONS SOLUTIONS,, Caldwell Investment Ltd., First Washington, with shared positions in $CBOE, $CME, $MU, $IBM, $BAC, $ICE. The full ranking of 25 similar funds is below.

#1OPTIONS SOLUTIONS, LLCActive
Notable overlap · 4 shared positions
$CBOE$CME$MU$IBM
$186M
74 positions
#2Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$CBOE$BAC$ICE
$255M
57 positions
#3First Washington CORPActive
Some overlap · 7 shared positions
$CBOE$CME$ANET$BAC$MU$ICE
$353M
50 positions
#4Tripletail Wealth Management, LLCPassive
Some overlap · 7 shared positions
$IBM$VRT$PANW$KMI$ANET$MU
$73M
255 positions
#5IBEX WEALTH ADVISORSPassive
Some overlap · 7 shared positions
$CME$PANW$VRT$KMI$ANET$MU
$1.1B
203 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$CBOE$CME$IBM$BAC
$215M
125 positions
#7Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$PANW$IBM$VRT$ANET$BAC$MU
$160M
124 positions
#8Game Creek Capital, LPPassive
Some overlap · 6 shared positions
$IBM$NOW$GNRC$VRT$BAC$MU
$301M
93 positions
#9TCW GROUP INCActive
Some overlap · 6 shared positions
$PANW$IBM$NOW$VRT$ANET$ICE
$13.3B
629 positions
#10Kessler Investment Group, LLCPassive
Some overlap · 6 shared positions
$IBM$FCX$GNRC$VRT$ANET$BAC
$211M
79 positions
#11KKM Financial LLCPassive
Some overlap · 5 shared positions
$IBM$PANW$CME$FCX$MU
$563M
168 positions
#12Mirabaud Asset Management LtdPassive
Some overlap · 4 shared positions
$CME$PANW$IBM$FCX
$121M
32 positions
#13Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$CBOE$CME$PANW$VRT$ANET
$552M
93 positions
#14Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$CBOE$PANW$CME$KMI$ANET
$351M
124 positions
#15Goodman Advisory Group, LLCPassive
Some overlap · 4 shared positions
$CBOE$PANW$ANET$MU
$385M
184 positions
#16PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$CBOE$CME$ICE
$193M
112 positions
#17Embree Financial GroupPassive
Some overlap · 4 shared positions
$CME$CBOE$BAC$OKE
$849M
265 positions
#18SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$CME$FCX$VRT$ANET$MU
$688M
180 positions
#19BEARING POINT CAPITAL, LLCPassive
Some overlap · 4 shared positions
$CME$PANW$FCX$BAC
$638M
166 positions
#20Oak Grove Capital LLCSmart money
Some overlap · 5 shared positions
$IBM$VRT$KMI$MU$NOW
$1.2B
92 positions
#21Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$PANW$NOW$VRT$ANET$MU
$172M
76 positions
#22E. Ohman J:or Asset Management ABActive
Some overlap · 4 shared positions
$IBM$CBOE$PANW$NOW
$3.8B
477 positions
#23NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$PANW$NOW$VRT$BAC$ICE
$1.3B
161 positions
#24EagleClaw Capital Managment, LLCActive
Some overlap · 4 shared positions
$CME$PANW$FCX$ICE
$714M
145 positions
#25AXS Investments LLCActive
Some overlap · 5 shared positions
$IBM$PANW$VRT$MU$NOW
$248M
189 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.