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Hedge Funds Similar to S Harris Financial Group

13F Portfolio OverlapQ2 2026S Harris Financial Group portfolio →
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Most similar hedge funds by 13F overlap

S Harris Financial Group, LLC is an institutional investor managing $129M across 124 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 S Harris Financial Group are William B. Walkup & Associates, Networth Advisors, PARNASSUS INVESTMENTS, with shared positions in $ALL, $MS, $COF, $VLO, $DE, $BA. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$ALL$MS$COF$VLO$DE
$208M
258 positions
#2Networth Advisors, LLCActive
Some overlap · 5 shared positions
$ALL$MS$COF$BA$TMO
$172M
383 positions
#3PARNASSUS INVESTMENTS, LLCActive
Some overlap · 7 shared positions
$KLAC$DE$LIN$GWW$WM$TMO
$37.4B
135 positions
#4Athena Wealth Management, LLCActive
Some overlap · 6 shared positions
$ALL$COF$AZN$VLO$ASML$TMO
$134M
104 positions
#5Myriad Asset Management US LPActive
Some overlap · 7 shared positions
$MS$VLO$DE$ASML$TMO$ETN
$72M
52 positions
#6Myriad Asset Management Advisors LLCActive
Some overlap · 7 shared positions
$MS$VLO$DE$ASML$TMO$ETN
$424M
49 positions
#7Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$MS$DE$COF$NOW$BA$WM
$142M
106 positions
#8CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 6 shared positions
$KLAC$AZN$DE$LIN$ASML$TMO
$3.1B
150 positions
#9Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$KLAC$AZN$DE$LIN$ASML$TMO
$664M
143 positions
#10OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$KLAC$MS$VLO$COF$ETN
$530M
275 positions
#11Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$MS$AZN$COF$ASML
$595M
164 positions
#12River Street Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$MS$VLO$COF$ETN
$340M
177 positions
#13Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$KLAC$MS$COF$DE$ETN
$209M
97 positions
#14Karras Company, Inc.Active
Some overlap · 7 shared positions
$ALL$AZN$DE$ASML$TMO$NOW
$110M
61 positions
#15Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$ALL$VLO$DE$LIN$MS$ASML
$336M
121 positions
#16CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MS$AZN$LIN$WM$ASML$TMO
$3.2B
592 positions
#17Heritage Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ALL$KLAC$VLO$DE$ETN
$401M
272 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$MS$DE$NOW$ASML$ETN$DHR
$1.4B
177 positions
#19Banque Transatlantique SAActive
Some overlap · 6 shared positions
$KLAC$DE$LIN$TMO$ETN$DHR
$4.7B
494 positions
#20NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$KLAC$LIN$WM$TMO$ETN$DHR
$1.7B
147 positions
#21Lipe & DaltonPassive
Some overlap · 6 shared positions
$MS$DE$BA$TMO$ETN$DHR
$215M
94 positions
#22Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$MS$WM$ASML$ETN
$1.6B
184 positions
#23FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 6 shared positions
$AZN$DE$LIN$NOW$ASML$DHR
$118M
56 positions
#24Chicago Wealth Management, Inc.Active
Some overlap · 3 shared positions
$ALL$MS$COF
$282M
63 positions
#25Capital International SarlActive
Some overlap · 5 shared positions
$KLAC$AZN$DE$ASML$LIN
$7.1B
287 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.