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Hedge Funds Similar to Harbour Wealth Group

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

Harbour Wealth Management Group, Inc. is an institutional investor managing $148M across 89 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 Wealth Group are SAGE PRIVATE WEALTH GROUP, Meridian Wealth Advisors, Private Harbour Investment & Counsel, with shared positions in $IAU, $MSI, $ETN, $TJX, $MPC, $ADI. The full ranking of 25 similar funds is below.

#1SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 9 shared positions
$IAU$MSI$ETN$TJX$MPC$ADI
$222M
100 positions
#2Meridian Wealth Advisors, LLCPassive
Notable overlap · 8 shared positions
$IAU$ETN$MPC$NXPI$TT$APD
$880M
211 positions
#3Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 3 shared positions
$IAU$ETN$TJX
$84M
36 positions
#4MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$PHYS$IAU$CRWD
$162M
106 positions
#5LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$MSI$NXPI$SPGI
$143M
89 positions
#6Guild Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$YMM$CRWD
$146M
59 positions
#7RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$ETN$MPC
$218M
108 positions
#8Argos Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$TT$MSI$CRWD
$378M
224 positions
#9Battery Global Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$CRWD$ADI
$200M
157 positions
#10Financial Alternatives, IncActive
Notable overlap · 3 shared positions
$IAU$SPGI$COHR
$203M
84 positions
#11TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$CRWD$YMM
$983M
170 positions
#12Biltmore Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$PHYS$TJX
$761M
333 positions
#13REBALANCE, LLCSmart money
Notable overlap · 3 shared positions
$PHYS$IAU$CRWD
$1.9B
103 positions
#14Sagace Wealth Management LLCActive
Notable overlap · 4 shared positions
$IAU$ETN$CRWD$JCI
$159M
71 positions
#15FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$ETN$TJX
$1.3B
159 positions
#16Bigelow Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$ETN$TJX
$276M
157 positions
#17Comprehensive Financial Consultants Institutional, Inc.Passive
Notable overlap · 10 shared positions
$ETN$MSI$TT$MPC$NXPI$APD
$378M
205 positions
#18Intesa Sanpaolo Wealth ManagementPassive
Notable overlap · 4 shared positions
$PHYS$CRWD$ETN$SPGI
$500M
309 positions
#19Tulsa Wealth Advisors, INCActive
Notable overlap · 10 shared positions
$ETN$MSI$TT$MPC$APD$ADI
$710M
166 positions
#20HARRELL INVESTMENT PARTNERS, LLCPassive
Notable overlap · 9 shared positions
$ETN$MSI$TT$MPC$APD$ADI
$461M
144 positions
#21Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$ADI$SPGI
$145M
99 positions
#22Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$COHR$ETN
$610M
94 positions
#23Clear Trail Advisors, LLCPassive
Notable overlap · 9 shared positions
$ETN$MSI$TJX$MPC$APD$ADI
$655M
161 positions
#24Invera Wealth Advisors, LLCPassive
Some overlap · 9 shared positions
$TT$ETN$TJX$MPC$MSI$NXPI
$186M
132 positions
#25Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$MPC$O
$1.1B
197 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.