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Hedge Funds Similar to Harfst & Associates

13F Portfolio OverlapQ3 2026Harfst & Associates portfolio →
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Most similar hedge funds by 13F overlap

Harfst & Associates, Inc. is an institutional investor managing $667M across 122 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Harfst & Associates are New England Professional Planning Group, Consolidated Planning, Kaydan Wealth, with shared positions in $RJF, $CMI, $TXN, $BAH, $KLAC, $LAD. The full ranking of 25 similar funds is below.

#1New England Professional Planning Group Inc.Smart money
Substantial overlap · 3 shared positions
$RJF$CMI$TXN
$268M
50 positions
#2Consolidated Planning CorpActive
Some overlap · 5 shared positions
$BAH$KLAC$LAD$APH$MS
$735M
186 positions
#3Kaydan Wealth Management, Inc.Active
Some overlap · 3 shared positions
$RJF$TXN$CMI
$291M
116 positions
#4Stiles Financial Services IncPassive
Some overlap · 7 shared positions
$KLAC$CMI$MPWR$NTRS$TXN$GLW
$398M
183 positions
#5SVRN Asset Management, LLCActive
Some overlap · 5 shared positions
$BAH$APH$FAST$TXN$AME
$194M
51 positions
#61248 Management, LLCActive
Some overlap · 4 shared positions
$RJF$GLW$SCHW$KLAC
$256M
149 positions
#7LINCOLN CAPITAL CORPPassive
Some overlap · 4 shared positions
$BAH$KLAC$GLW$SCHW
$306M
100 positions
#8Mach-1 Financial Group, LLCActive
Some overlap · 6 shared positions
$KLAC$CMI$MPWR$NTRS$MS$EBAY
$258M
131 positions
#9American TrustActive
Some overlap · 6 shared positions
$KLAC$CMI$APH$TXN$SCHW$BLK
$1.3B
334 positions
#10PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 6 shared positions
$KLAC$RJF$TXN$SCHW$NTRS$GLW
$169.1B
324 positions
#11LEVEL FOUR ADVISORY SERVICES, LLCPassive
Some overlap · 5 shared positions
$BAH$KLAC$TXN$CMI$MS
$3.5B
935 positions
#12UNITED BANKActive
Some overlap · 6 shared positions
$KLAC$CMI$TXN$GLW$HUBB$BLK
$853M
130 positions
#13LONDON CO OF VIRGINIAActive
Some overlap · 7 shared positions
$CMI$TXN$GLW$SCHW$FAST$ODFL
$17.5B
169 positions
#14Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$RJF$CMI$TXN$FAST
$336M
107 positions
#15NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$GLW$MS
$324M
194 positions
#16Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$BAH$KLAC$APH
$192M
55 positions
#17FINANCIAL CONSULATE, INCActive
Some overlap · 3 shared positions
$BAH$SCHW$FAST
$899M
1,896 positions
#18Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$KLAC$APH$TXN$GLW$FAST
$452M
56 positions
#19BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$KLAC$LAD$APH$ODFL$BLK
$8.2B
401 positions
#20Inspire Investing, LLCPassive
Some overlap · 5 shared positions
$KLAC$MPWR$APH$IBKR$ODFL
$2.4B
1,285 positions
#21FIRST MERCHANTS CORPPassive
Some overlap · 6 shared positions
$CMI$APH$TXN$SCHW$AME$BLK
$3.0B
361 positions
#22Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$KLAC$TXN$GLW$AIT$AME
$396M
205 positions
#23Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$CMI$GLW$MS$BLK
$596M
238 positions
#24River Street Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$CMI$GLW$MS$BLK
$324M
176 positions
#25OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$KLAC$CMI$GLW$MS$BLK
$501M
276 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.