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 Bull Harbor

13F Portfolio OverlapQ2 2026Bull Harbor portfolio →

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Most similar hedge funds by 13F overlap

Bull Harbor Capital LLC is an institutional investor managing $513M across 552 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bull Harbor are Essential Partners, Caerus Investment Advisors, FAMILY WEALTH PARTNERS, with shared positions in $FIX, $JBHT, $WDC, $EIX, $CB, $BMY. The full ranking of 25 similar funds is below.

#1Essential Partners LLCPassive

Notable overlap · 18 shared positions

$FIX $JBHT $WDC $EIX $CB $BMY

$217M

2,853 positions

#2Caerus Investment Advisors, LLCPassive

Notable overlap · 15 shared positions

$FIX $WDC $JBHT $EIX $BMY $CB

$300M

339 positions

#3FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 13 shared positions

$FIX $WDC $JBHT $CNC $BMY $PCG

$326M

109 positions

#4Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 11 shared positions

$FIX $WDC $BMY $CNC $EIX $PCG

$578M

205 positions

#5JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 12 shared positions

$WDC $FIX $JBHT $CNC $EIX $PCG

$1.3B

417 positions

#6AQR CAPITAL MANAGEMENT LLCPassive

Some overlap · 15 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$286.8B

3,900 positions

#7COGENT STRATEGIC WEALTH LLCActive

Some overlap · 9 shared positions

$FIX $WDC $BMY $EIX $PCG $CB

$105M

58 positions

#8MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 11 shared positions

$FIX $BMY $CNC $PCG $WDC $EIX

$255M

197 positions

#9waypoint wealth counselPassive

Some overlap · 11 shared positions

$FIX $EIX $CNC $JBHT $PCG $FTI

$160M

150 positions

#10Kaufman Rossin Wealth, LLCActive

Some overlap · 9 shared positions

$FIX $WDC $JBHT $EIX $FTI $PNC

$211M

112 positions

#11True Wealth Design, LLCActive

Some overlap · 12 shared positions

$FIX $WDC $JBHT $CNC $BMY $APH

$420M

2,655 positions

#12Wick Capital Partners, LLCActive

Some overlap · 11 shared positions

$WDC $SNDK $BMY $CB $TER $ABNB

$663M

246 positions

#13CMC Financial GroupActive

Some overlap · 7 shared positions

$FIX $WDC $CBRE $JBHT $EIX $SNDK

$52M

45 positions

#14Capstone Wealth Management, LLCPassive

Some overlap · 8 shared positions

$FIX $WDC $CNC $PCG $EIX $ABNB

$216M

188 positions

#15Dorsey Wright & AssociatesPassive

Some overlap · 8 shared positions

$FIX $WDC $EIX $SNDK $FTI $APH

$590M

131 positions

#16LifeGoal Investments, LLCPassive

Some overlap · 7 shared positions

$FIX $WDC $CNC $PCG $SNDK $ABNB

$218M

155 positions

#17VestGen Investment ManagementPassive

Some overlap · 7 shared positions

$FIX $WDC $EIX $SNDK $FTI $APH

$189M

218 positions

#18POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 8 shared positions

$FIX $CNC $SNDK $FTI $TER $APH

$135M

113 positions

#19HBE Wealth Management, LLCActive

Some overlap · 6 shared positions

$FIX $WDC $JBHT $BMY $CB $FTI

$139M

59 positions

#20MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 7 shared positions

$FIX $WDC $SNDK $TER $TJX $APH

$657M

117 positions

#21Sivia Capital Partners, LLCPassive

Some overlap · 9 shared positions

$WDC $FIX $CNC $ABNB $EIX $SNDK

$822M

540 positions

#22PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$FIX $WDC $JBHT $SNDK $TER $EME

$462M

86 positions

#23NORTHWEST WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$WDC $FIX $CNC $SNDK $EIX $BMY

$758M

265 positions

#24Transamerica Financial Advisors, LLC

Some overlap · 6 shared positions

$FIX $EIX $SNDK $FTI $TJX $EME

$1.2B

2,188 positions

#25STANCE CAPITAL LLCPassive

Some overlap · 6 shared positions

$WDC $EIX $SNDK $TER $TJX $PNC

$328M

340 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.