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Hedge Funds Similar to HARVEY

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

HARVEY CAPITAL MANAGEMENT INC is an institutional investor managing $485M across 91 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 HARVEY are NORTH POINT PORTFOLIO MANAGERS, Unified Investment, London & Asset Ltd, with shared positions in $URI, $TTWO, $ANET, $APH, $REGN, $HALO. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$URI$TTWO$ANET$APH$REGN
$606M
79 positions
#2Unified Investment ManagementPassive
Some overlap · 4 shared positions
$URI$HALO$ANET$CRM
$108M
145 positions
#3London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$URI$ICE$VMC$MELI$NEM
$10.9B
203 positions
#4SILVERBACK ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$HALO$BBIO$GLNG$CYTK
$925M
64 positions
#5Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$URI$APH$MLM$NEM
$508M
84 positions
#6Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$ICE$TTWO$ANET$APH
$2.8B
151 positions
#7Legacy TrustPassive
Some overlap · 4 shared positions
$URI$TTWO$CRM$EXPE
$566M
210 positions
#8Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$HALO$NEM$ICE
$147M
54 positions
#9MUHLENKAMP & CO INCActive
Some overlap · 3 shared positions
$URI$NEM$AEM
$345M
28 positions
#10RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$ANET$HALO$MSI$APH
$2.5B
234 positions
#11Findlay Park Partners LLPActive
Some overlap · 3 shared positions
$URI$MLM$ICE
$7.4B
49 positions
#12SORA INVESTORS LLCPassive
Some overlap · 4 shared positions
$MSI$TTWO$ANET$WDAY
$1.3B
76 positions
#13F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$URI$NEM$CRM
$542M
63 positions
#14Altshuler Shaham LtdActive
Some overlap · 5 shared positions
$ANET$ICE$EXE$ZM$MSI
$8.1B
497 positions
#15Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$URI$ANET$APH
$228M
70 positions
#16NZS Capital, LLCActive
Some overlap · 4 shared positions
$URI$APH$MELI$WDAY
$3.9B
61 positions
#172Xideas AGActive
Some overlap · 3 shared positions
$HALO$ICE$MELI
$232M
48 positions
#18SNYDER CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$HALO$APH$ICE
$5.8B
69 positions
#19AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$NEM$TTWO$ANET
$424M
86 positions
#20Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 3 shared positions
$ICE$TTWO$APH
$373M
28 positions
#21COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$ICE$MSI$APH
$1.7B
91 positions
#22Sendero Wealth Management, LLCActive
Some overlap · 4 shared positions
$ICE$ANET$CRM$APH
$1.0B
209 positions
#23SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$HALO$APH$MELI
$255M
144 positions
#24Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$ICE$ANET$APH
$214M
50 positions
#25Socorro Asset Management LPActive
Some overlap · 3 shared positions
$ICE$MLM$EXE
$223M
33 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.