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Hedge Funds Similar to SANDERS MORRIS HARRIS

13F Portfolio OverlapQ2 2026SANDERS MORRIS HARRIS portfolio →
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Most similar hedge funds by 13F overlap

SANDERS MORRIS HARRIS LLC is an institutional investor managing $172M across 75 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 SANDERS MORRIS HARRIS are Canal, Graver, Investmark Advisory Group, with shared positions in $PM, $BX, $MO, $T, $HBAN, $MCD. The full ranking of 25 similar funds is below.

#1Canal Capital Management, LLCPassive
Notable overlap · 4 shared positions
$PM$BX$MO$T
$819M
220 positions
#2Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$PM$MO$HBAN$MCD
$140M
26 positions
#3Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$PM$MO$T
$263M
148 positions
#4GQG Partners LLCActive
Some overlap · 3 shared positions
$PM$MO$T
$53.8B
102 positions
#5Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$PM$MO$T
$187M
45 positions
#6TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$MO$BX$FIX$SCHW
$686M
151 positions
#7HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$PM$MO$MCD$OKE
$252M
43 positions
#8MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$PM$MO$T$MCD$APD
$130M
80 positions
#9SIMA Wealth Partners, LLCActive
Some overlap · 3 shared positions
$PM$MO$MCD
$141M
130 positions
#10Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$PM$MO$MCD
$91M
49 positions
#11Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$PM$MO$MCD
$128M
41 positions
#12MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$PM$BX$OKE
$230M
143 positions
#13Compton Financial Group, LLCActive
Some overlap · 3 shared positions
$PM$MO$MAIN
$519M
84 positions
#14O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$PM$MO$WM
$125M
61 positions
#15Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$PM$MO$WM
$312M
101 positions
#16Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$CFR
$389M
92 positions
#17Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$MO$PM$T$HONA$MCD$OKE
$116M
65 positions
#18FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$PM$BX$MO$BLK$MCD
$42.5B
300 positions
#19Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$PM$WM
$147M
54 positions
#20Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PM$MO$MCD
$497M
948 positions
#21Arrow Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$BX$FRMI
$181M
21 positions
#22SHARPEPOINT LLCPassive
Some overlap · 4 shared positions
$RKLB$MO$MAIN$T
$200M
89 positions
#23Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$PM$MO$T$MCD
$388M
39 positions
#24First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$PM$BX$HONA$BLK$MCD$WM
$529M
75 positions
#25Prosperitas Financial LLCPassive
Some overlap · 4 shared positions
$PM$MO$FIX$AN
$312M
103 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.