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Hedge Funds Similar to Good Harbor Advisors,

13F Portfolio OverlapQ1 2026Good Harbor Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Good Harbor Advisors, Inc. is an institutional investor managing $102M across 87 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 Good Harbor Advisors, are FIDELIS iM,, McCarthy Asset ,, Winter & Associates,, with shared positions in $HUM, $BRZE, $WT, $COP, $MDY, $GE. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money
Notable overlap · 4 shared positions
$HUM$BRZE$WT$COP
$264M
25 positions
#2McCarthy Asset Management, Inc.
Notable overlap · 3 shared positions
$HUM$BRZE$COP
$192M
27 positions
#3Winter & Associates, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$WT$COP$MDY
$114M
84 positions
#4Reality Financial Planning Services, LLCSmart money
Notable overlap · 3 shared positions
$HUM$WT$BRZE
$104M
20 positions
#5Wingate Wealth Advisors, Inc.Passive
Notable overlap · 6 shared positions
$HUM$WT$BRZE$GE$VZ$UNP
$187M
121 positions
#6Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$HUM$BRZE$DHR$GE
$255M
70 positions
#7Kastel Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$HUM$BRZE$COP$DHR
$163M
55 positions
#8SimpliFi, Inc.Smart money
Notable overlap · 4 shared positions
$HUM$WT$VZ$BRZE
$238M
43 positions
#9Good Steward Wealth Advisors,LLCPassive
Notable overlap · 8 shared positions
$BRZE$COP$NEE$UNP$SO$PFE
$156M
68 positions
#10Joseph Group Capital ManagementPassive
Notable overlap · 3 shared positions
$BRZE$WT$HUM
$400M
379 positions
#11McClarren Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$HUM$BRZE$UNP
$169M
79 positions
#12RATIONAL ADVISORS, INC.Active
Notable overlap · 4 shared positions
$WT$HUM$NEE$SO
$980M
179 positions
#13Professional Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$WT$UNP
$491M
137 positions
#14Provenance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$HUM$BRZE$PFE
$945M
412 positions
#15White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$BRZE$COP$HUM$DHR
$721M
145 positions
#16Wolfstich Capital, LLCActive
Notable overlap · 5 shared positions
$HUM$WT$BDX$CLX$VZ
$114M
45 positions
#17CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$HUM$WT$UNP$DHR$CB
$184M
66 positions
#18RESOLUTE CAPITAL, LLCActive
Notable overlap · 5 shared positions
$BRZE$WT$SO$DHR$HUM
$247M
57 positions
#19SYKON CAPITAL LLCActive
Notable overlap · 4 shared positions
$BRZE$WT$BDX$PFE
$300M
88 positions
#20Intelligent Financial StrategiesSmart money
Notable overlap · 5 shared positions
$BRZE$HUM$COP$MDY$UNP
$192M
62 positions
#21BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$HUM$BRZE$DHR$NEE$SO
$689M
134 positions
#22Yoder Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$HUM$WT$VZ
$219M
124 positions
#23Ruggaard & Associates LLCPassive
Notable overlap · 4 shared positions
$WT$BRZE$COP$ELV
$252M
122 positions
#24CWS Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$BRZE$HUM$COP$SO$MDY
$390M
157 positions
#25Trust Point Inc.Active
Notable overlap · 3 shared positions
$HUM$WT$NEE
$1.2B
521 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.