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Hedge Funds Similar to Harbor Group

13F Portfolio OverlapQ2 2026Harbor Group portfolio →
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Most similar hedge funds by 13F overlap

Harbor Group, Inc. is an institutional investor managing $851M across 115 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 Group are Consolidated Planning, Sharkey, Howes & Javer, ADE, with shared positions in $BAH, $ADI, $SPCX, $AXP, $KEYS, $LMT. The full ranking of 25 similar funds is below.

#1Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$ADI$SPCX
$742M
159 positions
#2Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$ADI$AXP
$829M
163 positions
#3ADE, LLCActive
Some overlap · 3 shared positions
$BAH$ADI$SPCX
$237M
93 positions
#4DKM Wealth Management, Inc.Active
Some overlap · 3 shared positions
$BAH$KEYS$LMT
$153M
74 positions
#5FINANCIAL CONSULATE, INCActive
Some overlap · 3 shared positions
$BAH$CSX$LMT
$899M
1,449 positions
#6CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$BAH$TXN$LMT
$183M
146 positions
#7PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$BAH$TXN$LMT
$421M
67 positions
#8OMNI 360 Wealth, Inc.Active
Some overlap · 3 shared positions
$TPR$BAH$LMT
$216M
135 positions
#9MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$CSX$TXN
$350M
708 positions
#10Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$TPR$ADI$TXN
$181M
73 positions
#11Curat Global, LLCPassive
Some overlap · 4 shared positions
$TPR$ADI$CSX$AXP
$122M
251 positions
#12SFM, LLCActive
Some overlap · 3 shared positions
$BAH$ADI$MDY
$195M
69 positions
#13WARNER FINANCIAL, INCActive
Some overlap · 4 shared positions
$BAH$MDY$TXN$LMT
$340M
145 positions
#14Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$TPR$ADI$AXP
$2.5B
166 positions
#15RM Financial Services, LLCPassive
Slight overlap · 3 shared positions
$BAH$TPR$TXN
$135M
79 positions
#16DIVERSIFIED MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$BAH$MDY$TXN
$468M
171 positions
#17Financial Security Advisor, Inc.Active
Slight overlap · 3 shared positions
$BAH$TXN$AXP
$615M
161 positions
#18LIBERTY WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$BAH$INTU$LMT
$800M
268 positions
#19Mesirow Financial Investment Management, Inc.Active
Slight overlap · 3 shared positions
$BAH$MDY$AXP
$6.4B
529 positions
#20Shoker Investment Counsel, Inc.Active
Slight overlap · 4 shared positions
$ADI$MDY$TXN$LMT
$398M
113 positions
#21Oribel Capital Management, LPPassive
Slight overlap · 3 shared positions
$ADI$KEYS$TXN
$3.3B
143 positions
#22Madison Asset Management, LLCPassive
Slight overlap · 3 shared positions
$ADI$KEYS$TXN
$8.4B
347 positions
#23Cartenna Capital, LPActive
Slight overlap · 3 shared positions
$ADI$KEYS$SPCX
$4.2B
49 positions
#24DAGCO, INC.Active
Slight overlap · 3 shared positions
$ADI$SPCX$CSX
$541M
117 positions
#25CENTRAL SECURITIES CORPActive
Slight overlap · 3 shared positions
$ADI$KEYS$AXP
$1.3B
29 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.