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 INVESTMENTS,

13F Portfolio OverlapQ1 2026HARBOUR INVESTMENTS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HARBOUR INVESTMENTS, INC. is an institutional investor managing $6.5B across 4,673 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 INVESTMENTS, are Collaborative Wealth Managment, Csenge Advisory Group, First Heartland Consultants,, with shared positions in $FCFS, $WT, $SOLV, $HUM, $FITB, $MAR. The full ranking of 25 similar funds is below.

#1Collaborative Wealth Managment Inc.Passive

Some overlap · 7 shared positions

$FCFS $WT $SOLV $HUM $FITB $MAR

$218M

162 positions

#2Csenge Advisory GroupPassive

Some overlap · 7 shared positions

$FCFS $WT $REGN $FITB $MS $HUM

$2.2B

747 positions

#3First Heartland Consultants, Inc.Passive

Some overlap · 6 shared positions

$FCFS $REGN $WT $CRM $HUM $BRZE

$1.3B

523 positions

#4GSG Advisors LLCActive

Some overlap · 6 shared positions

$FCFS $HUM $WT $BRZE $MS $REGN

$385M

137 positions

#5Beacon Financial Advisory LLCPassive

Some overlap · 7 shared positions

$HUM $WT $MAR $CRM $FITB $MS

$443M

402 positions

#6SMITH, MOORE & CO.Passive

Some overlap · 7 shared positions

$HUM $CRM $WT $MS $USB $JHG

$1.4B

558 positions

#7Stonebridge Financial Planning Group, LLCPassive

Some overlap · 6 shared positions

$FCFS $MAR $WT $MS $USB $JHG

$272M

171 positions

#8Nova Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$FCFS $WT $MAR $JHG

$154M

545 positions

#9Gaddis Premier Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$FCFS $WT $REGN $JHG

$136M

85 positions

#10Aprio Wealth Management, LLCPassive

Some overlap · 6 shared positions

$HUM $CRM $WT $REGN $MS $JHG

$1.8B

613 positions

#11Mach-1 Financial Group, LLCPassive

Some overlap · 4 shared positions

$FCFS $WT $FITB $MS

$284M

161 positions

#12Northwest Financial AdvisorsPassive

Some overlap · 6 shared positions

$HUM $CRM $MAR $SOLV $BRZE $JHG

$52M

66 positions

#13Stratos Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$HUM $CRM $WT $REGN $MS $MAR

$1.6B

609 positions

#14Gateway Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$FCFS $WT $CRM $BRZE $HUM $FITB

$2.6B

925 positions

#15Spectrum Wealth Advisory Group, LLCActive

Some overlap · 6 shared positions

$FCFS $WT $SOLV $FITB $JHG $MAR

$269M

58 positions

#16Golden State Wealth Management, LLCPassive

Some overlap · 6 shared positions

$HUM $FCFS $WT $SOLV $REGN $JHG

$915M

1,609 positions

#17Tandem Investment Partners LLCPassive

Some overlap · 6 shared positions

$HUM $MAR $REGN $WT $BRZE $USB

$118M

73 positions

#18HBW Advisory Services LLCPassive

Some overlap · 5 shared positions

$FCFS $WT $REGN $CRM $USB

$949M

444 positions

#19Midway Capital Research & ManagementPassive

Some overlap · 3 shared positions

$FCFS $HUM $WT

$106M

117 positions

#20XML Financial, LLCPassive

Some overlap · 6 shared positions

$FCFS $MAR $WT $REGN $MS $USB

$1.2B

421 positions

#21Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$HUM $WT $REGN $SOLV $MS $JHG

$905M

310 positions

#22EdgeRock Capital LLCActive

Some overlap · 5 shared positions

$FCFS $JHG $HUM $BTSG $BRZE

$370M

126 positions

#23Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$HUM $WT $SOLV $REGN $BRZE $JHG

$181M

177 positions

#24Cornerstone Wealth Management, LLCPassive

Some overlap · 6 shared positions

$HUM $WT $SOLV $BRZE $MS $USB

$2.0B

712 positions

#25TrueWealth Advisors, LLCPassive

Some overlap · 3 shared positions

$FCFS $HUM $REGN

$398M

233 positions

Compare HARBOUR INVESTMENTS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HARBOUR INVESTMENTS,’s holdings

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.