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Hedge Funds Similar to Safe Harbor Fiduciary,

13F Portfolio OverlapQ1 2026Safe Harbor Fiduciary, portfolio →
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Most similar hedge funds by 13F overlap

Safe Harbor Fiduciary, LLC is an institutional investor managing $105M across 56 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 Safe Harbor Fiduciary, are Delta Global, Stack Financial ,, PRING TURNER GROUP, with shared positions in $SCHW, $PNC, $BAC, $AMD, $PANW, $AGQ. The full ranking of 25 similar funds is below.

#1Delta Global Management LPPassive
Notable overlap · 5 shared positions
$SCHW$PNC$BAC$AMD$PANW
$1.2B
154 positions
#2Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$AGQ$LHX$DUK$CBOE$KO
$1.4B
52 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$SCHW$AGQ$BAC
$166M
72 positions
#4Game Creek Capital, LPPassive
Notable overlap · 5 shared positions
$AGQ$LHX$AMD$BAC$VZ
$301M
93 positions
#5Twin Lakes Capital Management, LLCActive
Notable overlap · 3 shared positions
$STX$SCHW$LHX
$220M
219 positions
#6Ted Buchan & CoPassive
Notable overlap · 3 shared positions
$SCHW$AGQ$PNC
$275M
88 positions
#7PROVIDENT TRUST COSmart money
Some overlap · 4 shared positions
$SCHW$PNC$TJX$TMO
$4.8B
22 positions
#8IAM Advisory, LLCActive
Some overlap · 5 shared positions
$AGQ$LHX$AMD$PNC$PANW
$446M
95 positions
#9HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$TJX$DUK
$407M
49 positions
#10Covea FinanceActive
Some overlap · 7 shared positions
$BAC$AWK$LHX$TJX$PANW$KO
$2.9B
146 positions
#11SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 5 shared positions
$SCHW$AMD$BAC$PDI$TMO
$277M
73 positions
#12Clearstead Trust, LLCPassive
Some overlap · 6 shared positions
$AGQ$STX$TJX$PANW$AMD$TMO
$613M
981 positions
#13Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$LHX$STX$BAC$FCX$KO$VZ
$223M
109 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$STX$DUK$CBOE$BAC$VZ
$215M
125 positions
#15Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$STX$AGQ$FCX$TMO
$200M
119 positions
#16ROCKLAND TRUST COActive
Some overlap · 5 shared positions
$AGQ$TJX$SCHW$TMO$VZ
$2.5B
308 positions
#17Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AGQ$DUK$BRZE
$130M
96 positions
#18TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$TJX$PNC$PANW$BAC$AWK
$3.0B
230 positions
#19COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 6 shared positions
$AMD$PANW$TJX$SCHW$LHX$TMO
$1.8B
140 positions
#20Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$TJX$SCHW$CBOE$AMD
$2.0B
162 positions
#21CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$STX$AMD$DUK$FCX$TMO
$1.0B
93 positions
#22Variant Private Wealth, LLCActive
Some overlap · 3 shared positions
$AGQ$AMD$SCHW
$83M
38 positions
#23VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$AGQ$BAC$SCHW$PANW
$180M
159 positions
#24SIG BROKERAGE, LPPassive
Some overlap · 4 shared positions
$SCHW$AMD$BAC$KO
$3.8B
769 positions
#25HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$SCHW$BAC$AMD$KO
$122M
75 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.