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Hedge Funds Similar to HARMONY ASSET

13F Portfolio OverlapQ2 2026HARMONY ASSET portfolio →
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Most similar hedge funds by 13F overlap

HARMONY ASSET MANAGEMENT LLC is an institutional investor managing $372M across 201 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 HARMONY ASSET are OPTIONS SOLUTIONS, Caldwell Investment Ltd., First Washington, with shared positions in $CBOE, $DOV, $AMGN, $CME, $BLK, $VRT. The full ranking of 25 similar funds is below.

#1OPTIONS SOLUTIONS, LLCActive
Notable overlap · 5 shared positions
$CBOE$DOV$AMGN$CME$BLK
$195M
76 positions
#2Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$CBOE$VRT$ICE
$152M
33 positions
#3First Washington CORPActive
Some overlap · 7 shared positions
$CBOE$CME$ANET$CRWD$MRVL$ICE
$418M
51 positions
#4Goodman Advisory Group, LLCActive
Some overlap · 3 shared positions
$CBOE$CME$ANET
$435M
69 positions
#5Mission Creek Capital Partners, Inc.Passive
Some overlap · 6 shared positions
$VRT$ANET$CME$FCX$MRVL$AMGN
$569M
231 positions
#6Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$GNRC$VRT$ANET$CRWD$FCX
$234M
81 positions
#7True Vision MN LLC
Some overlap · 5 shared positions
$GNRC$VRT$ANET$CRWD$FCX
$194M
98 positions
#8LRT Capital Management, LLCPassive
Some overlap · 3 shared positions
$CBOE$GNRC$CME
$154M
64 positions
#9Iron Financial, LLCPassive
Some overlap · 3 shared positions
$CBOE$CME$CRWD
$242M
151 positions
#10Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$DOV$ANET$BLK$AMGN$CME
$345M
576 positions
#11Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$VRT$CBOE$ANET$CME
$624M
96 positions
#12XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$DOV$CME$CRWD$CBOE
$797M
340 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$CME$CRWD$DOV$AMGN$KMI
$515M
142 positions
#14NatWest Group plcActive
Some overlap · 3 shared positions
$CBOE$CME$AMGN
$560M
48 positions
#15McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$CBOE$BLK$CME$AMGN
$1.1B
137 positions
#16Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$ANET$GNRC$CRWD
$819M
339 positions
#17Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$VRT$CRWD$AMGN$BLK$KMI
$599M
225 positions
#18Malaga Cove Capital, LLCPassive
Some overlap · 5 shared positions
$CRWD$FCX$ANET$AMGN$MRVL
$314M
185 positions
#19SYNTAX RESEARCH, INC.Active
Some overlap · 4 shared positions
$CME$ANET$FCX$BLK
$137M
179 positions
#20Gouws Capital LLCActive
Some overlap · 3 shared positions
$CBOE$AMGN$BLK
$215M
55 positions
#21SUMITOMO MITSUI FINANCIAL GROUP, INC.Active
Some overlap · 5 shared positions
$CME$ANET$FSLR$AMGN$BLK
$5.3B
214 positions
#22Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 4 shared positions
$CME$ANET$FCX$VRT
$157M
85 positions
#23Secure Asset Management, LLCPassive
Some overlap · 4 shared positions
$GNRC$DOV$CRWD$FSLR
$714M
333 positions
#24RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$CRWD$ANET$BLK$MRVL$DOV
$108M
183 positions
#25Retireful, LLCPassive
Some overlap · 4 shared positions
$VRT$ANET$CRWD$MRVL
$107M
81 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.