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 Wealth Advisors,

13F Portfolio OverlapQ4 2025Safe Harbor Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Safe Harbor Wealth Advisors, LLC is an institutional investor managing $103M across 96 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Safe Harbor Wealth Advisors, are Mattson Financial Services,, Paladin Wealth,, Gradient Investments, with shared positions in $JHG, $MS, $TGT, $MDT, $ARKO, $KO. The full ranking of 25 similar funds is below.

#1Mattson Financial Services, LLCPassive

Substantial overlap · 20 shared positions

$JHG $MS $TGT $MDT $ARKO $KO

$419M

232 positions

#2Paladin Wealth, LLCPassive

Notable overlap · 18 shared positions

$JHG $GLDM $MS $TGT $ETN $MDT

$145M

125 positions

#3Gradient Investments LLCPassive

Notable overlap · 18 shared positions

$JHG $GLDM $MS $TGT $KO $MDT

$6.5B

420 positions

#4Brown Financial AdvisorsPassive

Notable overlap · 17 shared positions

$JHG $GLDM $MS $TGT $UNH $MDT

$264M

209 positions

#5Asio Capital, LLCActive

Notable overlap · 8 shared positions

$JHG $UNH $LOW $COP $LRCX $APH

$712M

110 positions

#6CONNORS INVESTOR SERVICES INCActive

Notable overlap · 8 shared positions

$MS $LOW $MDT $ETN $KO $ABT

$1.1B

149 positions

#7Buck Wealth Strategies, LLCActive

Notable overlap · 5 shared positions

$JHG $GLDM $MS $KO $UNH

$810M

166 positions

#8EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$MS $TGT $KO $SBUX $UNH $ABT

$1.4B

56 positions

#9Haverford Trust CoActive

Some overlap · 6 shared positions

$JHG $LOW $ETN $KO $MDT $MCD

$10.9B

419 positions

#10ALBION FINANCIAL GROUP /UTActive

Some overlap · 7 shared positions

$JHG $COP $PWR $SBUX $APH $MS

$1.5B

737 positions

#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$JHG $ABT $KO $ETN $MCD $ECL

$367M

141 positions

#12Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$MS $LOW $TGT $MDT $UNH $COP

$9.8B

213 positions

#13Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $LOW $MDT $KO $SBUX $MCD

$272M

95 positions

#14Persium Advisors, LLCActive

Some overlap · 7 shared positions

$MDT $LRCX $MCD $UNH $ABT $COP

$127M

60 positions

#15William B. Walkup & Associates, Inc.Active

Some overlap · 7 shared positions

$MS $LOW $UNH $COP $ABT $MCD

$167M

163 positions

#16Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$JHG $MDT $KO $UNH $APH $MS

$477M

70 positions

#17KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LOW $MCD $ABT $KO $ECL $APH

$1.4B

221 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MS $LOW $KO $SBUX $MCD $ABT

$353M

78 positions

#19New England Research & Management, Inc.Passive

Some overlap · 7 shared positions

$KO $URI $MCD $MS $ABT $PANW

$237M

143 positions

#20Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 6 shared positions

$JHG $COP $PWR $LOW $ETN $URI

$407M

601 positions

#21Financial & Tax Architects, LLCPassive

Some overlap · 6 shared positions

$LOW $MDT $KO $MCD $ABT $ECL

$448M

108 positions

#22Unified Investment ManagementPassive

Some overlap · 5 shared positions

$JHG $URI $COP $PANW $PWR

$98M

134 positions

#23Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$MS $KO $MDT $MCD $UNH $ECL

$168M

136 positions

#24Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$ETN $MCD $LOW $PANW $ABT $APH

$568M

460 positions

#25Norway Savings BankPassive

Some overlap · 6 shared positions

$MS $LOW $ABT $COP $APH $PANW

$211M

103 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.