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Hedge Funds Similar to HARBOR ADVISORY

13F Portfolio OverlapQ2 2026HARBOR ADVISORY portfolio →
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Most similar hedge funds by 13F overlap

HARBOR ADVISORY CORP /MA/ is an institutional investor managing $374M across 82 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 HARBOR ADVISORY are Beacon Harbor Wealth Advisors, COERENTE, Baugh & Associates, with shared positions in $PFE, $PEP, $ABT, $MCD, $PM, $LOW. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PFE$PEP$ABT$MCD$PM
$513M
70 positions
#2COERENTE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$PFE$PEP$ABT
$543M
43 positions
#3Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$PFE$ABT$PEP$LOW$ASML$MO
$226M
42 positions
#4Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$PEP$PFE$ABT$LOW
$797M
110 positions
#5Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$PEP$ABT$LOW$MCD$ASML
$474M
110 positions
#6Willis Investment CounselActive
Some overlap · 5 shared positions
$PFE$PEP$ABT$MCD$GWW
$2.1B
125 positions
#7DAVIDSON TRUST COPassive
Some overlap · 6 shared positions
$ABT$MDY$PEP$LOW$MCD$PFE
$256M
190 positions
#8B&D White Capital Company, LLCActive
Some overlap · 4 shared positions
$PEP$ABT$LOW$MCD
$1.0B
94 positions
#9DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$PEP$ABT$PFE$LOW
$530M
92 positions
#10Ally Financial Inc.Active
Some overlap · 4 shared positions
$PEP$PFE$ABT$MCD
$775M
131 positions
#11Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$PFE$PEP$MCD
$199M
38 positions
#12Signature Wealth Management Group
Some overlap · 3 shared positions
$PFE$PEP$MCD
$263M
128 positions
#13Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$PEP$PFE$MCD$ASML
$968M
178 positions
#14CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$PEP$PFE$MCD$ASML
$1.6B
85 positions
#15RBO & CO LLCActive
Some overlap · 6 shared positions
$PEP$ABT$MCD$PM$MO$PFE
$628M
56 positions
#16Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$PFE$PEP$LOW
$181M
50 positions
#17HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$PEP$ABT$MCD$PM$MO
$252M
43 positions
#18Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$PEP$MDY$ABT$PFE
$683M
137 positions
#19Schrum Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$PEP$ABT$MCD$PFE
$97M
109 positions
#20VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$PEP$PFE$ABT
$838M
85 positions
#21OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$PEP$PFE$MCD$GWW
$2.7B
54 positions
#22ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$PEP$ABT$MCD$LOW
$878M
73 positions
#23LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PEP$ABT$MCD$PM
$273M
104 positions
#24ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$ABT$MDY$MCD$LOW$PEP
$248M
96 positions
#25P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$PEP$ABT$PFE$PM$MO
$133M
66 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.