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Hedge Funds Similar to Financial Harvest

13F Portfolio OverlapQ2 2026Financial Harvest portfolio →
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Most similar hedge funds by 13F overlap

Financial Harvest, LLC is an institutional investor managing $242M across 67 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 Financial Harvest are Biondo Investment Advisors, Dominguez Wealth Solutions, S.E.E.D. Planning Group, with shared positions in $ISRG, $LMT, $ADP, $AFL, $MCD, $DIS. The full ranking of 25 similar funds is below.

#1Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ISRG$LMT$ADP$AFL$MCD
$817M
89 positions
#2Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 3 shared positions
$AFL$LMT$MCD
$181M
75 positions
#3S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$ISRG$LMT$ADP
$379M
88 positions
#4Willis Investment CounselActive
Some overlap · 4 shared positions
$LMT$AFL$ADP$MCD
$2.1B
125 positions
#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$LMT$ADP$DIS$DOV
$2.1B
131 positions
#6Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AFL$LMT$ADP$MCD
$261M
101 positions
#7SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 3 shared positions
$LMT$ADP$MCD
$1.8B
176 positions
#8Schrum Private Wealth Management LLCPassive
Some overlap · 5 shared positions
$LMT$ISRG$MCD$DOV$DIS
$97M
109 positions
#9Mendel Capital Management LLCActive
Some overlap · 3 shared positions
$AFL$LMT$ADP
$222M
99 positions
#10Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$LMT$ADP$MCD$DOV
$199M
38 positions
#11ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AFL$ADP$MCD$DIS
$1.9B
88 positions
#12Evelyn Partners Investment Management Services Ltd
Some overlap · 5 shared positions
$ADP$ISRG$MCD$DIS$DOV
$850M
281 positions
#13LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$AFL$DIS$MCD
$361M
59 positions
#14Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$AFL$ADP$LMT
$111M
62 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$LMT$ADP$MCD$ISRG
$321M
107 positions
#16Prudent Man Investment Management, Inc.Smart money
Some overlap · 4 shared positions
$LMT$DIS$DOV$MCD
$293M
169 positions
#17Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$ADP$MCD$DIS$DOV$AFL
$208M
86 positions
#18CONNING INC.Passive
Some overlap · 4 shared positions
$AFL$ADP$LMT$MCD
$3.3B
327 positions
#19Evelyn Partners Asset Management Ltd
Some overlap · 5 shared positions
$ADP$DIS$DOV$ISRG$MCD
$406M
308 positions
#20Roxbury Financial LLCPassive
Some overlap · 4 shared positions
$LMT$AFL$MCD$ADP
$126M
410 positions
#21DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$AFL$LMT$DOV
$124M
100 positions
#22Henshaw Capital LLCActive
Some overlap · 4 shared positions
$ADP$AFL$MCD$DOV
$3.1B
160 positions
#23Legacy Financial Strategies, LLCActive
Some overlap · 3 shared positions
$AFL$ADP$MCD
$646M
152 positions
#24Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$LMT$MCD$DIS
$555M
46 positions
#25Bedell Frazier Investment Counselling, LLC
Some overlap · 3 shared positions
$LMT$MCD$DIS
$495M
128 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.