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Hedge Funds Similar to Pine Harbor Wealth

13F Portfolio OverlapQ2 2026Pine Harbor Wealth portfolio →
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Most similar hedge funds by 13F overlap

Pine Harbor Wealth Management, LLC is an institutional investor managing $373M across 112 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 Pine Harbor Wealth are PARTHENON, Novak & Powell Financial Services, Verus Financial Partners, with shared positions in $DOV, $SYK, $PM, $PNC, $DUK, $TXN. The full ranking of 25 similar funds is below.

#1PARTHENON LLCActive
Some overlap · 4 shared positions
$DOV$SYK$PM$PNC
$967M
129 positions
#2Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$PM$PNC$DUK$TXN
$212M
171 positions
#3Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$DOV$PM$DUK$NSC$TJX
$1.2B
127 positions
#4CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$DOV$PM$NSC$TJX$VLO
$5.2B
56 positions
#5MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 3 shared positions
$DOV$SYK$PM
$130M
80 positions
#6Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$SYK$DUK
$170M
121 positions
#7MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$SYK$TXN
$1.3B
81 positions
#8Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$TFC$PNC$TXN
$241M
98 positions
#9Stack Financial Management, IncActive
Some overlap · 3 shared positions
$DOV$SYK$DUK
$1.3B
54 positions
#10LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$DOV$PM$DUK$TXN
$2.5B
117 positions
#11Addison Capital CoActive
Some overlap · 4 shared positions
$DOV$PM$ROK$LNG
$610M
184 positions
#12GeoWealth Management, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$TXN$TJX
$3.2B
882 positions
#13HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 4 shared positions
$DOV$ROK$NSC$PNC
$209M
83 positions
#14Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$DOV$TFC$PM$DUK$NSC
$345M
186 positions
#15Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$SYK$TXN
$215M
84 positions
#16UNITED BANKActive
Some overlap · 3 shared positions
$DOV$SYK$TXN
$853M
130 positions
#17Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$TFC$NSC
$1.2B
2,116 positions
#18CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$DOV$DUK$NSC$TJX$VLO
$6.9B
64 positions
#19Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$SYK$TFC$PM$DUK
$494M
102 positions
#20Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$SYK$PM$PNC$DUK$TXN
$637M
146 positions
#21Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$DOV$ROK$DUK$TXN
$885M
136 positions
#22GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$SYK$TFC$PNC$DUK
$1.2B
611 positions
#23Beacon Financial Strategies CORPActive
Slight overlap · 4 shared positions
$DOV$TFC$DUK$TXN
$203M
240 positions
#24Ballast Financial Advisors LLCActive
Slight overlap · 3 shared positions
$DOV$IONQ$TJX
$106M
71 positions
#25Lynx Investment AdvisoryPassive
Slight overlap · 3 shared positions
$DOV$TFC$PNC
$305M
230 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.