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Hedge Funds Similar to Safe Harbor Fiduciary

13F Portfolio OverlapQ2 2026Safe Harbor Fiduciary portfolio →
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Most similar hedge funds by 13F overlap

Safe Harbor Fiduciary, LLC is an institutional investor managing $128M across 61 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 Safe Harbor Fiduciary are Twin Lakes, KWMG, Aull & Monroe Investment, with shared positions in $STX, $LHX, $SCHW, $TJX, $AFL, $MO. The full ranking of 25 similar funds is below.

#1Twin Lakes Capital Management, LLCActive
Notable overlap · 3 shared positions
$STX$LHX$SCHW
$262M
208 positions
#2KWMG, LLCPassive
Notable overlap · 4 shared positions
$STX$TJX$AFL$MO
$1.4B
153 positions
#3Aull & Monroe Investment Management CorpPassive
Notable overlap · 5 shared positions
$STX$DE$DUK$CBOE$PEP
$239M
126 positions
#4Riverview Trust CoActive
Notable overlap · 3 shared positions
$STX$DE$PEP
$84M
166 positions
#5MWA Asset ManagementPassive
Notable overlap · 3 shared positions
$STX$DE$TJX
$221M
129 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$LHX$TJX$DE$DUK$PEP
$767M
184 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$STX$LHX$FCX$TGT
$229M
166 positions
#8EXCHANGE TRADED CONCEPTS, LLCPassive
Some overlap · 3 shared positions
$STX$DUK$MO
$21.9B
1,580 positions
#9SMITH SHELLNUT WILSON LLC /ADVPassive
Some overlap · 3 shared positions
$STX$AFL$PEP
$268M
161 positions
#10Tumwater Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$STX$SCHW$FCX
$277M
33 positions
#11Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$SCHW$LHX$DUK$FCX$DE
$362M
116 positions
#12WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$STX$DE$LHX$MO
$97M
110 positions
#13SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$STX$LHX$MO
$200M
89 positions
#14Leisure Capital ManagementActive
Some overlap · 3 shared positions
$STX$MNST$DE
$320M
157 positions
#15Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$DE$SCHW$TJX$MNST$PEP
$149M
116 positions
#16HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$SCHW$DUK
$410M
53 positions
#17Stack Financial Management, IncActive
Some overlap · 4 shared positions
$LHX$DUK$CBOE$PEP
$1.3B
54 positions
#18Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$STX$TJX$DE$FCX
$500M
110 positions
#19Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$LHX$SCHW$AFL$MO$PEP
$658M
152 positions
#20CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$STX$FCX$PEP
$1.3B
88 positions
#21Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DE$MNST$TJX
$284M
73 positions
#22Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$STX$DE$MO
$955M
337 positions
#23FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$TJX$DE$SCHW
$118M
56 positions
#24Harrington Investments, INCPassive
Some overlap · 3 shared positions
$TJX$SCHW$DE
$206M
82 positions
#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$DE$DUK$PEP
$8.0B
1,334 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.