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 Harbour Wealth Group,

13F Portfolio OverlapQ1 2026Harbour Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Harbour Wealth Management Group, Inc. is an institutional investor managing $133M across 89 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 Harbour Wealth Group, are Financial Harvest,, SAGE PRIVATE WEALTH GROUP,, Elwood & Goetz Wealth Advisory Group,, with shared positions in $IAU, $WT, $INTC, $KO, $AMD, $MSI. The full ranking of 25 similar funds is below.

#1Financial Harvest, LLCActive

Notable overlap · 5 shared positions

$IAU $WT $INTC $KO $AMD

$170M

57 positions

#2SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 10 shared positions

$IAU $MSI $TJX $ETN $MPC $INTC

$199M

97 positions

#3Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$IAU $WT $KO

$589M

138 positions

#4Evanson Asset Management, LLCActive

Notable overlap · 3 shared positions

$PHYS $WT $IAU

$1.9B

321 positions

#5Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$IAU $INTC $ETN $TJX

$91M

36 positions

#6Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $PHYS $SHW

$243M

90 positions

#7MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $WT $JHG $MPC

$260M

146 positions

#8Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$IAU $KO $DRI $AMD

$341M

113 positions

#9CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $TJX $AMD

$293M

1,255 positions

#10FULCRUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$PHYS $JHG $WT

$121M

72 positions

#11Capital Wealth Alliance, LLCActive

Notable overlap · 3 shared positions

$PHYS $BITB $YMM

$221M

93 positions

#12Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $TT $MSI

$348M

202 positions

#13Bowman & Co S.C.

Notable overlap · 12 shared positions

$JHG $WT $MSI $TT $ETN $TJX

$237M

118 positions

#14Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $BITB $AMD

$169M

68 positions

#15Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $DRI $AMD

$144M

106 positions

#16Valued Retirements, Inc.Passive

Notable overlap · 3 shared positions

$PHYS $IAU $WT

$102M

90 positions

#17First Financial Group CorpActive

Notable overlap · 4 shared positions

$WT $JHG $IAU $SHW

$122M

80 positions

#18MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$PHYS $JHG $IAU

$144M

99 positions

#19Arlington Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $PHYS $AMD $SHW

$177M

111 positions

#20LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $NXPI $AMD

$135M

83 positions

#21Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $PHYS $TJX

$716M

325 positions

#22Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $IAU $JHG $KO

$477M

70 positions

#23Meridian Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$IAU $ETN $MPC $TT $KO $AMD

$756M

202 positions

#24FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $ETN $TJX $KO

$1.2B

150 positions

#25Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$IAU $WT $KO $TJX

$931M

518 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.