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Hedge Funds Similar to Harbor Asset Planning,

13F Portfolio OverlapQ1 2026Harbor Asset Planning, portfolio →
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Most similar hedge funds by 13F overlap

Harbor Asset Planning, Inc. is an institutional investor managing $119M across 420 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 Harbor Asset Planning, are Advisors Wealth ,, VISTA INVESTMENT, Wheelhouse Advisory Group, with shared positions in $MAR, $AMN, $HUM, $UNIT, $KKR, $FSCO. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MAR$AMN$HUM$UNIT$KKR
$745M
219 positions
#2VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$MAR$FSCO$WT
$301M
176 positions
#3Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$MAR$AMN$HUM$KKR
$302M
51 positions
#4John A. Wolfe & Associates, Inc.Active
Some overlap · 4 shared positions
$MAR$AMN$UNIT$KKR
$65M
42 positions
#5Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MAR$REGN$HUM$WT$DHR
$118M
73 positions
#6CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$MAR$FSCO$AMN$ED
$157M
130 positions
#7CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$MAR$REGN$UNIT$WT$KKR
$149M
96 positions
#8Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$FSCO$HUM
$254M
108 positions
#9LAM GROUP, INC.Passive
Some overlap · 3 shared positions
$MAR$AMN$UNIT
$182M
136 positions
#10Certified Advisory CorpPassive
Some overlap · 5 shared positions
$AMN$MAR$REGN$XYZ$KKR
$1.1B
318 positions
#11Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MAR$REGN$HUM$WT
$170M
48 positions
#12WMG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MAR$AMN$WT
$240M
100 positions
#13ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 4 shared positions
$MAR$REGN$HUM$KKR
$138M
59 positions
#14Platform Wealth Management, LLC
Some overlap · 3 shared positions
$MAR$AMN$DHR
$376M
60 positions
#15CVA Family Office, LLCPassive
Some overlap · 4 shared positions
$MAR$AMN$HUM$KKR
$950M
1,838 positions
#16THRYVE WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MAR$OKTA$WT
$150M
43 positions
#17Wealth Group LtdSmart money
Some overlap · 4 shared positions
$MAR$REGN$HUM$DHR
$439M
94 positions
#18Wiser Wealth Management, IncSmart money
Some overlap · 3 shared positions
$MAR$REGN$HUM
$464M
58 positions
#19Anson Capital, Inc.Passive
Some overlap · 6 shared positions
$FSCO$REGN$HUM$WT$GSAT$KKR
$146M
90 positions
#20Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$MAR$OKTA$HUM
$253M
79 positions
#21Monetary Solutions, LtdActive
Some overlap · 6 shared positions
$OKTA$REGN$AMN$MAR$UNIT$KKR
$103M
318 positions
#22White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$HUM$UNIT$KKR$DHR
$721M
145 positions
#23ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 6 shared positions
$AMN$FSCO$MAR$WT$GSAT$KKR
$84M
65 positions
#24Bravias Capital Group, LLCActive
Some overlap · 4 shared positions
$MAR$REGN$WT$DHR
$153M
96 positions
#25Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$UNIT$KKR
$191M
88 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.