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 Portfolios Group

13F Portfolio OverlapQ2 2026Harvest Portfolios Group portfolio →

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Most similar hedge funds by 13F overlap

Harvest Portfolios Group Inc. is an institutional investor managing $7.1B across 267 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 Portfolios Group are Sivik Global Healthcare, SECTORAL ASSET, Rhenman & Partners Asset AB, with shared positions in $VRTX, $DHR, $AZN, $TMO, $A, $SYK. The full ranking of 25 similar funds is below.

#1Sivik Global Healthcare LLCActive

Notable overlap · 11 shared positions

$VRTX $DHR $AZN $TMO $A $SYK

$132M

34 positions

#2SECTORAL ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$AMGN $VRTX $DHR $TMO $SYK $ABT

$143M

82 positions

#3Rhenman & Partners Asset Management ABActive

Notable overlap · 9 shared positions

$VRTX $DHR $AZN $TMO $SYK $ELV

$1.1B

99 positions

#4Bellevue Group AGActive

Notable overlap · 9 shared positions

$AMGN $VRTX $SYK $ABT $MDT $REGN

$4.8B

148 positions

#5Nikko Asset Management Americas, Inc.Passive

Notable overlap · 6 shared positions

$PLTR $COIN $HOOD $CRWD $SPCX $SOFI

$7.7B

276 positions

#6SECTOR GAMMA ASActive

Notable overlap · 8 shared positions

$AMGN $TMO $BMY $ELV $ABT $MDT

$461M

40 positions

#7Longitude (Cayman) Ltd.Passive

Some overlap · 5 shared positions

$MSTR $HOOD $SOFI $SPCX $COIN

$314M

46 positions

#8ELLERSON GROUP INC /ADVPassive

Some overlap · 6 shared positions

$PLTR $AMGN $DHR $TMO $REGN $ISRG

$169M

64 positions

#9MADDEN SECURITIES CorpPassive

Some overlap · 5 shared positions

$PLTR $MSTR $CRWD $SPCX $BMY

$360M

118 positions

#10Lauer Wealth, LLCActive

Some overlap · 3 shared positions

$MSTR $PLTR $SPCX

$167M

75 positions

#11Simplify Asset Management Inc.Smart money

Some overlap · 7 shared positions

$AMGN $DHR $AZN $TMO $ELV $VRTX

$7.2B

141 positions

#12Bitwise Funds TrustActive

Some overlap · 3 shared positions

$MSTR $COIN $HOOD

$452M

46 positions

#13Weiss Asset Management LPPassive

Some overlap · 3 shared positions

$MSTR $HOOD $SPCX

$9.5B

624 positions

#14ORBIMED ADVISORS LLCActive

Some overlap · 7 shared positions

$AZN $BMY $SYK $ELV $ISRG $TMO

$5.4B

129 positions

#15Toroso Investments, LLCPassive

Some overlap · 5 shared positions

$MSTR $PLTR $COIN $HOOD $DHR

$57.8B

2,594 positions

#16Titan Wealth (CI) LtdPassive

Some overlap · 4 shared positions

$PLTR $COIN $CRWD $RDDT

$269M

51 positions

#17Meadowbrook Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $HOOD $CRWD $RDDT $ABT

$93M

81 positions

#18ARK Investment Management LLCActive

Some overlap · 4 shared positions

$PLTR $COIN $HOOD $SPCX

$15.4B

191 positions

#19Miller Financial Services LLCPassive

Some overlap · 6 shared positions

$SOFI $CRWD $BMY $ABT $SYK $ISRG

$124M

142 positions

#20Trifecta Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$CRWD $PLTR $VRTX $TMO $AMGN $ISRG

$776M

493 positions

#21Kultura Capital Management LPActive

Some overlap · 5 shared positions

$HOOD $PLTR $CRWD $RDDT $SPCX

$553M

66 positions

#22VISIONARY HORIZONS, LLCActive

Some overlap · 5 shared positions

$PLTR $AMGN $NVS $ELV $MDT

$239M

145 positions

#23SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 6 shared positions

$HOOD $SOFI $RDDT $REGN $SPCX $ISRG

$895M

185 positions

#24AIMZ Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $VRTX $AZN $REGN $BMY $SYK

$363M

153 positions

#25ParaFi Capital LPActive

Some overlap · 3 shared positions

$MSTR $HOOD $COIN

$361M

24 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.