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Hedge Funds Similar to S Harris Financial Group,

13F Portfolio OverlapQ1 2026S Harris Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

S Harris Financial Group, LLC is an institutional investor managing $110M across 107 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 S Harris Financial Group, are NORTHLAND SECURITIES,, ACCESS FINANCIAL SERVICES,, Mach-1 Financial Group,, with shared positions in $SNOW, $COF, $AMAT, $DE, $VLO, $KLAC. The full ranking of 25 similar funds is below.

#1NORTHLAND SECURITIES, INC.Active
Notable overlap · 4 shared positions
$SNOW$COF$AMAT$DE
$105M
107 positions
#2ACCESS FINANCIAL SERVICES, INC.Active
Notable overlap · 3 shared positions
$SNOW$VLO$KLAC
$282M
95 positions
#3Mach-1 Financial Group, LLCPassive
Notable overlap · 3 shared positions
$SNOW$MS$KLAC
$284M
161 positions
#4BCM ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$DE$VLO
$507M
78 positions
#5Armor Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$DE$VLO
$278M
160 positions
#6Cranbrook Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SNOW$NOW$AMAT$DE
$492M
385 positions
#7Scott Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$MS$BAC
$493M
58 positions
#8MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$BA$KLAC
$508M
88 positions
#9American TrustActive
Notable overlap · 4 shared positions
$SNOW$MS$KLAC$DE
$1.1B
313 positions
#10Planned Solutions, Inc.Active
Notable overlap · 3 shared positions
$SNOW$AMAT$BAC
$306M
139 positions
#11BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$SNOW$AMAT$KLAC
$510M
85 positions
#12Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$SNOW$DE$VLO
$931M
518 positions
#13ACORN CREEK CAPITAL LLCActive
Notable overlap · 3 shared positions
$SNOW$DHR$MS
$280M
84 positions
#14True Link Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$MS$NOW$ALL
$1.6B
418 positions
#15Clarity Asset Management, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$MS$DE$NOW
$198M
290 positions
#16Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$SNOW$BAC$DE
$346M
77 positions
#17Silver Coast Investments LLCActive
Notable overlap · 6 shared positions
$SNOW$MS$VLO$AMAT$LIN$DE
$313M
119 positions
#18CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$SNOW$BAC$BA
$121M
54 positions
#19PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive
Notable overlap · 5 shared positions
$SNOW$MS$DHR$COF$BAC
$349M
112 positions
#20PURE PORTFOLIOS HOLDINGS LLC
Notable overlap · 3 shared positions
$SNOW$NOW$BA
$332M
104 positions
#21Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$SNOW$MS$LIN$NOW$WM
$353M
78 positions
#22PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$SNOW$AMAT$DE
$198M
106 positions
#23Neumann Capital Management, LLCActive
Notable overlap · 5 shared positions
$SNOW$BAC$NOW$ALL$VLO
$340M
102 positions
#24DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Notable overlap · 3 shared positions
$SNOW$AMAT$BA
$383M
77 positions
#25MBM WEALTH CONSULTANTS, LLCPassive
Notable overlap · 3 shared positions
$SNOW$VLO$WM
$436M
387 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.