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Hedge Funds Similar to Private Harbour Investment & Counsel

13F Portfolio OverlapQ2 2026Private Harbour Investment & Counsel portfolio →
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Most similar hedge funds by 13F overlap

Private Harbour Investment Management & Counsel, LLC is an institutional investor managing $84M across 36 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 Private Harbour Investment & Counsel are Midwest Advisors, DWM Financial Group, Cauble & Harre Wealth, with shared positions in $IAU, $SYK, $TJX, $VRTX, $SLV, $ETN. The full ranking of 25 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$SYK$TJX$VRTX
$246M
210 positions
#2DWM Financial Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$ETN
$112M
40 positions
#3Cauble & Harre Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$IAU$ABT$NEM
$125M
72 positions
#4CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$PEP$BDX
$347M
97 positions
#5Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$PEP$ABT
$368M
123 positions
#6New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$NEM
$633M
68 positions
#7SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$ETN$TJX
$222M
100 positions
#8RiverGlades Family Offices LLCActive
Notable overlap · 4 shared positions
$IAU$SLV$ETN$EPD
$218M
108 positions
#9Arkos Global AdvisorsActive
Notable overlap · 3 shared positions
$IAU$SLV$EPD
$844M
124 positions
#10CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$LHX
$130M
55 positions
#11Harbour Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$ETN$TJX
$148M
89 positions
#12Cushing Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$IAU$SLV$SYK$AFL
$145M
99 positions
#13FORBES J M & CO LLPActive
Notable overlap · 5 shared positions
$IAU$TJX$ETN$ABT$PEP
$1.3B
159 positions
#14Cranbrook Wealth Management, LLCActive
Notable overlap · 5 shared positions
$IAU$SYK$ABT$STE$PEP
$534M
406 positions
#15Ridge Creek Global, IncPassive
Notable overlap · 4 shared positions
$IAU$ETN$SYK$NEM
$129M
94 positions
#16VCI Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$ABT$TJX
$399M
99 positions
#17Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$ETN$SLV
$149M
98 positions
#18TENET WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$PEP$WEC$ETN
$134M
101 positions
#19Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$TJX$ETN$PEP
$276M
157 positions
#20Biltmore Family Office, LLCActive
Notable overlap · 5 shared positions
$IAU$PEP$ABT$TJX$AFL
$761M
333 positions
#21Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$IAU$SLV$SYK
$309M
142 positions
#22CAMDEN NATIONAL BANKPassive
Notable overlap · 7 shared positions
$VRTX$TJX$IAU$LHX$CHKP$PEP
$767M
184 positions
#23CAPE ANN SAVINGS BANKActive
Notable overlap · 3 shared positions
$IAU$PEP$ETN
$212M
113 positions
#24HENDLEY & CO INCActive
Notable overlap · 5 shared positions
$ETN$PEP$SYK$ABT$TJX
$283M
47 positions
#25Michael Brady & Co., LLCActive
Notable overlap · 5 shared positions
$ETN$PEP$TJX$LHX$ABT
$113M
58 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.