What hedge funds are most similar to Safe Harbor Family Capital, LLC?

The funds with the most similar 13F portfolios to Safe Harbor Family Capital, LLC are Gross & Hartman Investments, SWAN, Tepp RIA,, based on overlapping conviction holdings in the latest SEC filings.

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 Safe Harbor Family ,

13F Portfolio OverlapQ1 2026Safe Harbor Family , portfolio →

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Most similar hedge funds by 13F overlap

Safe Harbor Family Capital, LLC is an institutional investor managing $128M across 55 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 Family , are Gross & Hartman Investments, SWAN, Tepp RIA,, with shared positions in $KKR, $ALPS, $MAR, $EQIX, $EPAM, $PLD. The full ranking of 25 similar funds is below.

#1Gross & Hartman Investments LLCSmart money

Substantial overlap · 15 shared positions

$KKR $ALPS $MAR $EQIX $EPAM $PLD

$192M

72 positions

#2SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$272M

554 positions

#3Tepp RIA, LLCActive

Notable overlap · 3 shared positions

$KKR $EPAM $MAR

$128M

41 positions

#4Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$587M

73 positions

#5Elevation Advisory Partners LLCActive

Notable overlap · 3 shared positions

$KKR $MKL $PM

$107M

97 positions

#6White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$KKR $MAR $PM $MKL

$721M

145 positions

#7Naviter Wealth, LLCPassive

Notable overlap · 6 shared positions

$ALPS $PLD $EQIX $AMT $WELL $DLR

$801M

271 positions

#8One Day In July LLCActive

Notable overlap · 4 shared positions

$KKR $EPAM $MAR $MKL

$1.2B

153 positions

#9PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $PM $MAR

$177M

77 positions

#10Berkeley Capital Partners, LLCActive

Notable overlap · 5 shared positions

$KKR $ALPS $MKL $MAR $PM

$431M

184 positions

#11HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $MAR $ALPS

$238M

142 positions

#12VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $MKL $MAR

$335M

505 positions

#13Adelante Capital Management LLCActive

Notable overlap · 15 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$1.5B

42 positions

#14LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$ALPS $MAR $PSA

$192M

113 positions

#15CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Notable overlap · 13 shared positions

$EQIX $PLD $VTR $DLR $WELL $AMT

$9.7B

79 positions

#16Ballast, Inc.Active

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$432M

133 positions

#17Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$ALPS $MKL $MAR

$286M

80 positions

#18APG Asset Management US Inc.Smart money

Notable overlap · 14 shared positions

$EQIX $PLD $VTR $DLR $WELL $HR

$13.0B

59 positions

#19Land & Buildings Investment Management, LLCActive

Notable overlap · 7 shared positions

$MAR $EQIX $PLD $VTR $DLR $AHR

$591M

20 positions

#20CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 11 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$6.7B

96 positions

#21Vert Asset Management LLCActive

Notable overlap · 11 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$315M

45 positions

#22Presima Securities ULCActive

Notable overlap · 11 shared positions

$EQIX $PLD $VTR $DLR $AMT $BRX

$178M

48 positions

#23COHEN & STEERS, INC.Passive

Notable overlap · 11 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$58M

442 positions

#24LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive

Notable overlap · 11 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$2.5B

48 positions

#25DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 10 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$9.6B

148 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.