What hedge funds are most similar to Harvest Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Harvest Investment Advisors, LLC are EQUITY INVESTMENT, CONNING, EDGAR LOMAX, based on overlapping conviction holdings in the latest SEC filings.

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 Harvest Investment Advisors

13F Portfolio OverlapQ2 2026Harvest Investment Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Harvest Investment Advisors, LLC is an institutional investor managing $202M across 58 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 Harvest Investment Advisors are EQUITY INVESTMENT, CONNING, EDGAR LOMAX, with shared positions in $TGT, $GPC, $DG, $PNC, $CLX, $HIG. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive

Notable overlap · 8 shared positions

$TGT $GPC $DG $PNC $CLX $HIG

$5.2B

76 positions

#2CONNING INC.Passive

Notable overlap · 9 shared positions

$PNC $AMGN $BMY $GD $MS $GILD

$3.3B

327 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$TGT $MS $GD $BMY $GILD $LMT

$1.3B

58 positions

#4Altrius Capital Management IncPassive

Notable overlap · 8 shared positions

$STT $NXPI $GNTX $GILD $LMT $LYB

$526M

89 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$QCOM $TGT $AMGN $KMI $BLK $BX

$201M

57 positions

#6Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$TGT $PNC $AMGN $GD $BLK $LMT

$181M

81 positions

#7Ipsen Advisor Group LLCPassive

Notable overlap · 9 shared positions

$AMGN $PNC $ALL $UPS $BMY $LMT

$155M

107 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$MS $GD $PNC $GILD $LMT $UPS

$159M

62 positions

#9Insight Inv LLCPassive

Notable overlap · 6 shared positions

$MS $QCOM $GD $PNC $ALL $AMGN

$212M

109 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$MS $QCOM $PNC $AMGN $TGT $LMT

$1.2B

106 positions

#11Granite Group Advisors, LLCActive

Notable overlap · 8 shared positions

$QCOM $MS $PNC $AMGN $LMT $TGT

$169M

84 positions

#12Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$QCOM $GD $BMY $BLK $HSY $LMT

$455M

57 positions

#13Principal Street Partners, LLCPassive

Notable overlap · 7 shared positions

$STT $MS $AMGN $BMY $KMI $GILD

$683M

277 positions

#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$NTRS $KMI $CLX $HSY $GILD $LMT

$6.4B

290 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$MS $GD $QCOM $GPC $TGT $UPS

$10.2B

208 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$QCOM $PNC $KMI $BMY $LMT $HSY

$2.5B

270 positions

#17Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$GD $AMGN $MAS $HSY $LMT $UPS

$214M

33 positions

#18COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$STT $NXPI $AMGN $PNC $QCOM $BLK

$414M

164 positions

#19NOVEM GROUPPassive

Notable overlap · 7 shared positions

$AMGN $ALL $QCOM $PNC $STT $NXPI

$988M

445 positions

#20O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 7 shared positions

$WMB $HSY $CLX $GD $GILD $LMT

$125M

61 positions

#21DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$STT $TGT $GPC $ALL $LMT $ABT

$530M

92 positions

#22Columbus Macro, LLCPassive

Notable overlap · 6 shared positions

$WMB $QCOM $KMI $LHX $LMT $AMGN

$1.0B

207 positions

#23Canal Insurance COActive

Notable overlap · 7 shared positions

$GD $LHX $BMY $KMI $LMT $ABT

$456M

76 positions

#24OmniStar Financial Group, Inc.Passive

Notable overlap · 6 shared positions

$MS $TGT $BMY $GILD $LMT $UPS

$217M

118 positions

#25MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$WMB $QCOM $LHX $HAL $GILD $BMY

$112M

100 positions

Compare Harvest Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Harvest Investment Advisors’s holdings

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.