How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to HARRELL INVESTMENT PARTNERS

13F Portfolio OverlapQ2 2026HARRELL INVESTMENT PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

HARRELL INVESTMENT PARTNERS, LLC is an institutional investor managing $461M across 144 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 HARRELL INVESTMENT PARTNERS are Tulsa Wealth Advisors, Phoenix Wealth Advisors, Scissortail Wealth, with shared positions in $ETN, $MSI, $ADI, $MPC, $JCI, $CB. The full ranking of 25 similar funds is below.

#1Tulsa Wealth Advisors, INCActive

Substantial overlap · 17 shared positions

$ETN $MSI $ADI $MPC $JCI $CB

$710M

166 positions

#2Phoenix Wealth AdvisorsActive

Substantial overlap · 16 shared positions

$ADI $ETN $MSI $MPC $CMI $JCI

$297M

129 positions

#3Scissortail Wealth Management, LLCPassive

Substantial overlap · 14 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$520M

106 positions

#4Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 14 shared positions

$ETN $MSI $MPC $ADI $CMI $JCI

$251M

74 positions

#5Comprehensive Financial Consultants Institutional, Inc.Passive

Substantial overlap · 15 shared positions

$ETN $ADI $MPC $MSI $CMI $JCI

$378M

205 positions

#6Winthrop Partners - WNY, LLCPassive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$202M

87 positions

#7Clear Trail Advisors, LLCPassive

Notable overlap · 13 shared positions

$ETN $MSI $MPC $ADI $CB $JCI

$655M

161 positions

#8CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $CMI

$1.0B

300 positions

#9TMB Capital Partners, LLCPassive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$321M

177 positions

#10Wealth Intelligence, LLCActive

Notable overlap · 12 shared positions

$ETN $MPC $JCI $CB $CME $CMI

$215M

59 positions

#11CrossGen Wealth, LLCPassive

Notable overlap · 10 shared positions

$ETN $MSI $MPC $JCI $CB $CME

$129M

214 positions

#12LightSquare Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $CB $VZ $ANET

$145M

104 positions

#13Invera Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$CMI $JCI $TT $ETN $MPC $CB

$186M

132 positions

#14Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

$ETN $MSI $CB $JCI $CME $TT

$1.2B

954 positions

#15CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 8 shared positions

$ETN $ADI $JCI $CMI $TT $O

$827M

181 positions

#16Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ETN $ADI $APD $CME $TXN $UNP

$170M

61 positions

#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ADI $ETN $MSI $TXN $WFC

$1.3B

99 positions

#18Fruth Investment ManagementPassive

Notable overlap · 8 shared positions

$ETN $TT $MPC $APD $ADI $UNP

$421M

225 positions

#19Harbour Wealth Management Group, Inc.Active

Notable overlap · 9 shared positions

$ETN $MSI $TT $MPC $APD $ADI

$148M

89 positions

#20Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$ADI $CB $APD $TXN $UNP $NEE

$631M

271 positions

#21Aspire Growth Partners LLCPassive

Some overlap · 7 shared positions

$MPC $ETN $TT $ADI $MSI $APD

$172M

128 positions

#22SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 10 shared positions

$ADI $MSI $ETN $MPC $CME $TT

$222M

100 positions

#23NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$CB $ADI $ETN $ANET $UNP $NEE

$381M

144 positions

#24DAGCO, INC.Active

Some overlap · 5 shared positions

$ADI $ETN $NEE $CB $UNP

$541M

117 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$CMI $CME $VZ $TXN $UNP $WFC

$233M

122 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.