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Hedge Funds Similar to BARR E S &

13F Portfolio OverlapQ1 2026BARR E S & portfolio →
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Most similar hedge funds by 13F overlap

BARR E S & CO is an institutional investor managing $1.7B across 108 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BARR E S & are INKWELL, Archvest Wealth Advisors,, AVENIR, with shared positions in $MKL, $SCHW, $MCO, $AXP, $NKE, $WFC. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 6 shared positions
$MKL$SCHW$MCO$AXP$NKE$WFC
$98M
31 positions
#2Archvest Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$MKL$SCHW$NKE$SHW
$155M
74 positions
#3AVENIR CORPActive
Notable overlap · 5 shared positions
$MKL$AMT$ORLY$ADBE$BN
$820M
72 positions
#4Broad Run Investment Management, LLCSmart money
Notable overlap · 4 shared positions
$MKL$BN$AMT$ORLY
$568M
24 positions
#5Salvus Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$SCHW$AXP$BN$MKL$ORLY$AMT
$172M
126 positions
#6CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 4 shared positions
$MKL$BN$FCNCA$WFC
$3.4B
50 positions
#7Rockbridge Capital Management LLCActive
Notable overlap · 3 shared positions
$MKL$AMT$ORLY
$149M
27 positions
#8SAGE FINANCIAL GROUP INCSmart money
Notable overlap · 3 shared positions
$MKL$SCHW$SHW
$1.5B
107 positions
#9Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$MKL$SCHW$ADBE$TROW
$494M
158 positions
#10Voya Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$SCHW$WFC
$1.0B
209 positions
#11HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$MKL$AXP$SCHW$SHW
$280M
107 positions
#12Chapman Investment Management, LLCActive
Notable overlap · 3 shared positions
$MKL$AXP$ORLY
$121M
26 positions
#13LAM GROUP, INC.Passive
Notable overlap · 4 shared positions
$MKL$NKE$SCHW$WFC
$182M
136 positions
#14VERITY Wealth AdvisorsActive
Notable overlap · 3 shared positions
$MKL$SCHW$NKE
$150M
81 positions
#15Poehling Capital Management, INC.Passive
Notable overlap · 3 shared positions
$MKL$SCHW$WFC
$475M
153 positions
#16Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$MKL$BN$NKE$SCHW
$678M
190 positions
#17Mullooly Asset Management, Inc.Active
Notable overlap · 3 shared positions
$MKL$ORLY$SHW
$271M
51 positions
#18Kestra Investment Management, LLCActive
Notable overlap · 3 shared positions
$MKL$NKE$SCHW
$5.8B
439 positions
#19THREADGILL FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$MKL$MCO$SHW
$344M
44 positions
#20Forvis Mazars Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$NKE$ORLY
$5.3B
399 positions
#21Lincoln Capital LLCActive
Notable overlap · 4 shared positions
$MKL$AXP$SCHW$MCO
$528M
135 positions
#22Watershed Asset Management, L.L.C.Passive
Notable overlap · 3 shared positions
$MKL$MCO$ADBE
$96M
118 positions
#23MEANS INVESTMENT CO., INC.Active
Notable overlap · 3 shared positions
$MKL$SHW$SCHW
$1.1B
212 positions
#24Crown Oak Advisors, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$MCO$MTD
$199M
23 positions
#25FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$MKL$BRO$BN
$4.5B
92 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.