How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BARD ASSOCIATES

13F Portfolio OverlapQ1 2026BARD ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

BARD ASSOCIATES INC is an institutional investor managing $398M across 292 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 BARD ASSOCIATES are Northeast Financial Group,, Miller Global Investments,, IFC & Insurance Marketing,, with shared positions in $JHG, $SNOW, $SCHW, $TME, $WPM, $NEE. The full ranking of 25 similar funds is below.

#1Northeast Financial Group, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$404M

90 positions

#2Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$121M

295 positions

#3IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $TME

$96M

72 positions

#4BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $WPM

$6.2B

179 positions

#5First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $SNOW $NEE

$122M

80 positions

#6Sovereign Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $ALPS $SNOW $NEE

$472M

106 positions

#7Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $ALPS $SNOW

$237M

67 positions

#8MRA Advisory GroupPassive

Notable overlap · 3 shared positions

$JHG $TME $KTOS

$245M

142 positions

#9EPIQ PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$JHG $NEE $PCYO $SCHW

$214M

83 positions

#10Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$158M

103 positions

#11Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$806M

133 positions

#12CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $ALPS $NEE

$309M

132 positions

#13Ballast Rock Private Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $SCHW $ALPS

$181M

177 positions

#14Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$306M

1,121 positions

#15Trail Ridge Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $NEE $MAMA

$230M

99 positions

#16Schneider Downs Wealth Management Advisors, LPActive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$907M

156 positions

#1749 WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $NEE

$1.3B

203 positions

#18Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $NEE

$1.4B

58 positions

#19Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SNOW $SCHW $NEE

$608M

85 positions

#20WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$336M

138 positions

#21Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $JHG $ALPS

$1.3B

129 positions

#22Aprio Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $NEE $ALPS $SCHW

$1.8B

613 positions

#23Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$JHG $ALPS $SNOW $WPM

$162M

100 positions

#24SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 4 shared positions

$JHG $SCHW $SNOW $ALPS

$119M

61 positions

#25Beacon Capital Management, Inc.Active

Some overlap · 3 shared positions

$SNOW $SCHW $JHG

$1.8B

57 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.