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Hedge Funds Similar to Harvest Investment Services

13F Portfolio OverlapQ2 2026Harvest Investment Services portfolio →
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Most similar hedge funds by 13F overlap

Harvest Investment Services, LLC is an institutional investor managing $647M across 383 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 Services are HANSEATIC SERVICES, QP WEALTH, Dorsey Wright & Associates, with shared positions in $VSAT, $WDC, $LITE, $TTMI, $LINC, $HWM. The full ranking of 25 similar funds is below.

#1HANSEATIC MANAGEMENT SERVICES INCPassive
Notable overlap · 5 shared positions
$VSAT$WDC$LITE$TTMI$LINC
$136M
84 positions
#2QP WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$WDC$HWM$VSAT$PLTR$PL$CW
$67M
71 positions
#3Dorsey Wright & AssociatesPassive
Notable overlap · 6 shared positions
$WDC$HWM$LITE$FIX$CW$WELL
$590M
131 positions
#4Corient IA LLCPassive
Some overlap · 6 shared positions
$HWM$CASY$WDC$CW$LITE$PLTR
$108M
249 positions
#5PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$WDC$LITE$PLTR$FIX$AGX
$165M
86 positions
#6Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$WDC$LITE$VIAV$PLTR$FIX
$147M
69 positions
#7Dilation Capital Management LPActive
Some overlap · 4 shared positions
$WDC$HWM$LITE$RKLB
$200M
22 positions
#8Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$WDC$HWM$LITE$CASY
$201M
75 positions
#9SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$WDC$HWM$TTMI$FIX
$182M
27 positions
#10Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$VSAT$PLTR$PL$RKLB
$63M
54 positions
#11APIS CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$WDC$SSRM$CELC$VIAV
$1.0B
60 positions
#12Grand Alliance Asset Management LtdActive
Some overlap · 4 shared positions
$WDC$LITE$TTMI$VIAV
$167M
15 positions
#13ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 6 shared positions
$HWM$WDC$PLTR$LITE$FIX$WELL
$2.2B
253 positions
#14BRAUN STACEY ASSOCIATES INCActive
Some overlap · 4 shared positions
$WDC$LITE$HWM$WELL
$3.5B
114 positions
#15HENNESSY ADVISORS INCPassive
Some overlap · 3 shared positions
$VSAT$CASY$SNEX
$3.1B
325 positions
#16Elite Wealth Management, Inc.Active
Some overlap · 5 shared positions
$HWM$WDC$PLTR$AGX$RKLB
$337M
47 positions
#17Aubrey Capital Management LtdPassive
Some overlap · 5 shared positions
$SNEX$LAUR$PLTR$FIX$WWD
$115M
38 positions
#18UNICOM Systems, Inc.Active
Some overlap · 5 shared positions
$WDC$PLTR$LITE$RKLB$TTMI
$1.5B
39 positions
#19Parkway Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$WDC$HWM$PLTR$SLV
$869M
144 positions
#20Munro PartnersActive
Some overlap · 4 shared positions
$HWM$LITE$FIX$WWD
$4.5B
61 positions
#21National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$WDC$SLV$PLTR$HWM
$347M
214 positions
#22VestGen Investment ManagementPassive
Some overlap · 6 shared positions
$FIX$WDC$CW$HWM$WELL$LITE
$189M
218 positions
#23VMS Asset Management LimitedActive
Some overlap · 4 shared positions
$WDC$TTMI$FIX$AGX
$264M
32 positions
#24NAVELLIER & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$HWM$TTMI$FIX$AGX$PLTR
$1.3B
322 positions
#25Bosman Wealth Management, LLCActive
Some overlap · 4 shared positions
$LITE$WDC$PLTR$FIX
$161M
56 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.