How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Financial Harvest,

13F Portfolio OverlapQ1 2026Financial Harvest, portfolio →

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Most similar hedge funds by 13F overlap

Financial Harvest, LLC is an institutional investor managing $170M across 57 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 Financial Harvest, are PROFESSIONAL FINANCIAL SOLUTIONS /ADV, Pillar Financial Advisors,, MAINSTAY /ADV, with shared positions in $IAU, $LMT, $NKE, $FITB, $DOV, $WT. The full ranking of 25 similar funds is below.

#1PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive

Substantial overlap · 3 shared positions

$IAU $LMT $NKE

$112M

38 positions

#2Pillar Financial Advisors, LLCActive

Substantial overlap · 4 shared positions

$IAU $NKE $FITB $DOV

$171M

106 positions

#3MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 3 shared positions

$IAU $WT $IBM

$1.3B

143 positions

#4BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money

Substantial overlap · 4 shared positions

$IAU $WT $DIS $DOV

$148M

32 positions

#5CARL STUART INVESTMENT ADVISOR, INCActive

Substantial overlap · 3 shared positions

$IAU $ADP $AMD

$229M

27 positions

#6CURIO WEALTH, LLCActive

Notable overlap · 6 shared positions

$IAU $LMT $NKE $IBM $AMD $SE

$293M

1,255 positions

#7Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $INTC $AFL

$91M

36 positions

#8Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$IAU $KO $IBM $AMD

$341M

113 positions

#9Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$IAU $WT $LMT $IBM $KO

$589M

138 positions

#10Harbour Wealth Management Group, Inc.Passive

Notable overlap · 5 shared positions

$IAU $WT $INTC $KO $AMD

$133M

89 positions

#11WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $WT $SE

$508M

107 positions

#12GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $WT $ADP

$584M

85 positions

#13SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $INTC $AFL

$199M

97 positions

#14Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $NKE $KO

$175M

53 positions

#15Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $AMD $SE

$169M

68 positions

#16West Family Investments, Inc.Passive

Notable overlap · 4 shared positions

$IAU $DOV $MCD $KO

$285M

259 positions

#17RAM Investment Partners, LLCActive

Notable overlap · 4 shared positions

$IAU $NKE $AMD $DOV

$569M

121 positions

#18Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $SE $NKE $WT

$337M

117 positions

#19Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$IAU $WT $SE $KO $DOV $LMT

$90M

65 positions

#20LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $NKE $MCD $AMD

$135M

83 positions

#21PINNEY & SCOFIELD, INC.Active

Notable overlap · 4 shared positions

$IAU $NKE $IBM $SE

$185M

243 positions

#22Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $IAU $KO $NKE $SE

$477M

70 positions

#23Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 6 shared positions

$IAU $NKE $WT $KO $SE $DIS

$931M

518 positions

#24STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive

Notable overlap · 3 shared positions

$IAU $IBM $WT

$128M

62 positions

#25MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $WT $IBM $MCD

$260M

146 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.