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Hedge Funds Similar to Copper Harbor Investment Advisors

13F Portfolio OverlapQ3 2026Copper Harbor Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Copper Harbor Investment Advisors, LLC is an institutional investor managing $486M across 99 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Copper Harbor Investment Advisors are WEDGE L L P, GKV, WELCH & FORBES, with shared positions in $KEYS, $STX, $TEL, $TXN, $ANET, $ORLY. The full ranking of 25 similar funds is below.

#1WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 5 shared positions
$KEYS$STX$TEL$TXN$ANET
$5.7B
480 positions
#2GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$ORLY$STX$VRTX$TJX$ANET
$310M
83 positions
#3WELCH & FORBES LLCActive
Some overlap · 5 shared positions
$ORLY$VRTX$MDY$NEE$TJX
$8.2B
388 positions
#4Evansbrook LLCActive
Some overlap · 5 shared positions
$STX$NEE$TXN$TJX$ANET
$171M
126 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$NEE$TEL$TXN$QCOM$MDY
$1.2B
100 positions
#6Clarendon Private LLCPassive
Some overlap · 5 shared positions
$TXN$NEE$MDY$QCOM$TJX
$156M
124 positions
#7Meadowbrook Advisors Group, LLCPassive
Some overlap · 4 shared positions
$ORLY$NEE$TXN$TJX
$187M
169 positions
#8Clearbridge Investments, LLCPassive
Some overlap · 5 shared positions
$VRTX$TXN$TEL$ANET$TJX
$120.9B
699 positions
#9Saranac Partners LtdPassive
Some overlap · 4 shared positions
$KEYS$TEL$TJX$ANET
$343M
117 positions
#10Nova R Wealth, Inc.Active
Some overlap · 4 shared positions
$ORLY$NEE$TXN$TJX
$341M
90 positions
#11Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STX$TXN$MDY$QCOM$KEYS
$418M
232 positions
#12TORRAY LLCActive
Some overlap · 4 shared positions
$NEE$VRTX$TXN$ORLY
$741M
91 positions
#13Pacific Point Advisors, LLCPassive
Some overlap · 4 shared positions
$ORLY$NEE$MDY$ANET
$219M
129 positions
#14BTC Capital Management, Inc.Passive
Some overlap · 4 shared positions
$STX$ORLY$NEE$TJX
$1.6B
207 positions
#15Berkshire BankActive
Some overlap · 4 shared positions
$STX$NEE$TXN$TJX
$524M
160 positions
#16Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 4 shared positions
$STX$TEL$TXN$QCOM
$1.1B
77 positions
#17CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$NEE$VRTX$TXN$TJX
$767M
184 positions
#18Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$ORLY$NEE$TJX$ANET
$604M
99 positions
#19Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TEL$VRTX$NEE$QCOM
$1.1B
201 positions
#20Optimize Financial IncPassive
Some overlap · 3 shared positions
$KEYS$STX$TEL
$557M
588 positions
#21RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$ORLY$NEE$QCOM$TJX
$794M
188 positions
#22LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ORLY$VRTX$TJX$ANET
$218M
80 positions
#23BAHL & GAYNOR INCActive
Some overlap · 4 shared positions
$NEE$TXN$TEL$TJX
$21.7B
341 positions
#24First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$ORLY$TXN$TJX$ANET
$503M
128 positions
#25Corsicana & Co.Passive
Some overlap · 4 shared positions
$NEE$TXN$MDY$QCOM
$206M
309 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.