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Hedge Funds Similar to Harbor Asset Planning

13F Portfolio OverlapQ3 2026Harbor Asset Planning portfolio →
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Most similar hedge funds by 13F overlap

Harbor Asset Planning, Inc. is an institutional investor managing $133M across 416 U.S. equity positions as of Q3 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 Robeco Schweiz AG, Darwin Wealth, WEDGE L L P, with shared positions in $ADSK, $ADI, $DHR, $KKR, $STX, $DELL. The full ranking of 25 similar funds is below.

#1Robeco Schweiz AGActive
Slight overlap · 3 shared positions
$ADSK$ADI$DHR
$5.5B
135 positions
#2Darwin Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ADSK$ADI$KKR
$365M
777 positions
#3WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Slight overlap · 3 shared positions
$ADSK$STX$DELL
$5.7B
480 positions
#4Kingdom Financial Group LLC.Active
Slight overlap · 4 shared positions
$ED$STX$DELL$R
$391M
855 positions
#5Genus Capital Management Inc.Passive
Slight overlap · 4 shared positions
$ADI$STX$DELL$VZ
$1.0B
204 positions
#6Winthrop Partners - WNY, LLCPassive
Slight overlap · 5 shared positions
$ADI$DHR$KKR$VZ$APO
$202M
87 positions
#7Centennial Bank/AR/Passive
Slight overlap · 3 shared positions
$PHM$ED$STX
$311M
341 positions
#8Cumberland Partners LtdPassive
Slight overlap · 3 shared positions
$PHM$ADI$DELL
$1.5B
153 positions
#9ClearAlpha Technologies LPPassive
Slight overlap · 3 shared positions
$ADSK$STX$DHR
$58M
79 positions
#10Franchise GP LtdActive
Slight overlap · 4 shared positions
$ADI$STX$DELL$PHM
$236M
42 positions
#11LAZARD ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ADI$ED$DHR
$66.1B
1,935 positions
#12Saraza Management, LPActive
Slight overlap · 3 shared positions
$ADI$NU$STX
$251M
19 positions
#13Palestra Capital Management LLCActive
Slight overlap · 3 shared positions
$ADI$NU$STX
$2.9B
21 positions
#14McKinney Capital Management, LLCActive
Slight overlap · 4 shared positions
$PHM$DELL$ELV$VZ
$254M
87 positions
#15Argyle Capital Management, LLCPassive
Slight overlap · 4 shared positions
$PHM$DELL$VZ$PSX
$347M
138 positions
#16Johnson & White Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ADI$STX$VZ$PSX
$267M
117 positions
#17ADAPT Investment Managers SAActive
Slight overlap · 3 shared positions
$ADSK$DELL$VZ
$12.6B
133 positions
#18Richard C. Young & CO., LTD.Passive
Slight overlap · 4 shared positions
$ADI$DELL$VZ$PSX
$1.4B
101 positions
#19PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$ADI$STX$DELL
$389M
77 positions
#20Zweig-DiMenna Associates LLCPassive
Slight overlap · 3 shared positions
$ADI$STX$DELL
$1.1B
70 positions
#21Gunderson Capital Management Inc.Active
Slight overlap · 3 shared positions
$ADI$STX$DELL
$359M
54 positions
#22DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$ADSK$DHR$ELV
$121M
100 positions
#23American State Bank (Iowa)Passive
Slight overlap · 3 shared positions
$ED$STX$DELL
$247M
139 positions
#24TIGER GLOBAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$NU$STX$DHR$APO
$24.0B
46 positions
#25Hurlow Wealth Management Group, Inc.Active
Slight overlap · 3 shared positions
$ADI$ED$ELV
$481M
125 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.