Hedge Funds Similar to HARBOUR INVESTMENTS

13F Portfolio OverlapQ2 2026HARBOUR INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

HARBOUR INVESTMENTS, INC. is an institutional investor managing $7.4B across 4,768 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 HARBOUR INVESTMENTS are Cornell Pochily Investment Advisors, OAK HARBOR WEALTH PARTNERS, Lineweaver Wealth Advisors, with shared positions in $ABT, $DE, $MCD, $DUK, $VZ, $WEC. The full ranking of 25 similar funds is below.

#1Cornell Pochily Investment Advisors, Inc.Passive

Slight overlap · 5 shared positions

$ABT $DE $MCD $DUK $VZ

$372M

189 positions

#2OAK HARBOR WEALTH PARTNERS, LLCPassive

Slight overlap · 5 shared positions

$ABT $DE $MCD $DUK $VZ

$268M

225 positions

#3Lineweaver Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$ABT $DE $MCD $DUK

$845M

182 positions

#4RD Lewis Holdings, Inc.Passive

Slight overlap · 4 shared positions

$ABT $DE $MCD $VZ

$135M

88 positions

#5Rayburn West Financial Services LLCPassive

Slight overlap · 4 shared positions

$ABT $DE $MCD $VZ

$181M

81 positions

#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Slight overlap · 4 shared positions

$ABT $DE $MCD $DUK

$263M

90 positions

#7CINCINNATI INSURANCE COActive

Slight overlap · 4 shared positions

$ABT $MCD $WEC $DUK

$6.9B

64 positions

#8CFO CAPITAL MANAGEMENT LLC

Slight overlap · 4 shared positions

$ABT $DE $DUK $VZ

$121M

104 positions

#9BROADWATER CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$ABT $MCD $WEC $VZ

$138M

208 positions

#10DEARBORN PARTNERS LLCActive

Slight overlap · 4 shared positions

$ABT $MCD $WEC $VZ

$1.8B

269 positions

#11LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$DE $MCD $LNT $DUK

$1.0B

154 positions

#12MORTON COMMUNITY BANKPassive

Slight overlap · 4 shared positions

$DE $LNT $WEC $DUK

$491M

120 positions

#13VAUGHAN DAVID INVESTMENTS LLC/ILActive

Slight overlap · 4 shared positions

$DE $LNT $WEC $DUK

$5.0B

245 positions

#14Finward BancorpPassive

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$132M

107 positions

#15PINKERTON WEALTH, LLCActive

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$1.2B

103 positions

#16PRECEDENT WEALTH PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$601M

207 positions

#17Campion Asset ManagementActive

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$164M

83 positions

#18HAMEL ASSOCIATES, INC.Passive

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$363M

92 positions

#19Zinnia Wealth Advisory, LLCPassive

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$98M

97 positions

#20SHERMAN PORFOLIOS, LLCSmart money

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$1.3B

97 positions

#21BOSTON RESEARCH & MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$ABT $MCD $DUK $VZ

$453M

121 positions

#22NEW ENGLAND ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$ABT $LNT $DUK $VZ

$863M

131 positions

#23Cincinnati Specialty Underwriters Insurance COActive

Slight overlap · 4 shared positions

$ABT $MCD $WEC $VZ

$449M

45 positions

#24MAIRS & POWER INCActive

Slight overlap · 4 shared positions

$ABT $LNT $WEC $VZ

$10.9B

254 positions

#25Powers Advisory Group, LLCActive

Slight overlap · 4 shared positions

$DE $MCD $DUK $VZ

$319M

130 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.