What hedge funds are most similar to Barbara Oil Co.?

The funds with the most similar 13F portfolios to Barbara Oil Co. are HAMEL ASSOCIATES,, Themes, Westchester ,, based on overlapping conviction holdings in the latest SEC filings.

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 Barbara Oil

13F Portfolio OverlapQ1 2026Barbara Oil portfolio →

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Most similar hedge funds by 13F overlap

Barbara Oil Co. is an institutional investor managing $259M across 69 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 Barbara Oil are HAMEL ASSOCIATES,, Themes, Westchester ,, with shared positions in $__PARK_1390777, $LMT, $ITW, $UNP, $HON, $TDG. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$__PARK_1390777 $LMT $ITW $UNP $HON

$351M

81 positions

#2Themes Management Co LLCPassive

Notable overlap · 6 shared positions

$LMT $TDG $BA $HON $LHX $BWXT

$162M

151 positions

#3Westchester Capital Management, Inc.Active

Notable overlap · 5 shared positions

$__PARK_1390777 $LMT $PFE $INTC $BA

$497M

45 positions

#4Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$LMT $PFE $ITW $HON $AJG $UNH

$170M

48 positions

#5Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$__PARK_1390777 $UNP $HON $EMR $TXN

$98M

50 positions

#6BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$LMT $EMR $HON $NSC $BMY $BAC

$2.3B

264 positions

#7LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

$EMR $LMT $HON $ITW $BA $BAC

$533M

126 positions

#8EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$PFE $LMT $UNP $BMY $UNH $BAC

$1.4B

56 positions

#9Welch Group, LLCPassive

Notable overlap · 5 shared positions

$EMR $LMT $PFE $AJG $TXN

$2.7B

310 positions

#10Greystone Financial Group, LLCPassive

Some overlap · 4 shared positions

$__PARK_1390777 $EMR $LMT $HON

$353M

78 positions

#11Glass Wealth Management Co LLCPassive

Some overlap · 7 shared positions

$LMT $LHX $INTC $PFE $EMR $BAC

$258M

67 positions

#12OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$__PARK_1390777 $LMT $HON $BMY $AVY $BAC

$193M

108 positions

#13LEVIN CAPITAL STRATEGIES, L.P.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $UNP $BA $BWXT $BAC

$1.3B

232 positions

#14Archon Partners LLCActive

Some overlap · 5 shared positions

$TDG $LMT $UNP $BA $LYV

$845M

39 positions

#15Borer Denton & Associates, Inc.Active

Some overlap · 6 shared positions

$ITW $__PARK_1390777 $UNP $HON $ADI $BAC

$280M

66 positions

#16Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$__PARK_1390777 $HON $INTC $UNP $BA $UNH

$78M

111 positions

#17Victrix Investment AdvisorsPassive

Some overlap · 6 shared positions

$LMT $BA $INTC $UNH $BAC $TXN

$275M

107 positions

#18STRATEGY ASSET MANAGERS LLCPassive

Some overlap · 5 shared positions

$EMR $LMT $HON $AJG $TXN

$609M

263 positions

#19Western Financial Corp/CAActive

Some overlap · 6 shared positions

$__PARK_1390777 $INTC $LMT $ADI $APH $TDG

$255M

127 positions

#20Murphy Pohlad Asset Management LLCPassive

Some overlap · 5 shared positions

$EMR $__PARK_1390777 $INTC $UNP $NSC

$279M

134 positions

#21Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $LMT $ADI $BMY $PFE

$302M

93 positions

#22BONNESS ENTERPRISES INCActive

Some overlap · 5 shared positions

$EMR $PFE $INTC $BMY $PGR

$273M

39 positions

#23Matthew Goff Investment Advisor, LLCPassive

Some overlap · 4 shared positions

$__PARK_1390777 $INTC $UNP $BAC

$600M

107 positions

#24DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 6 shared positions

$__PARK_1390777 $HON $EMR $AVY $INTC $BMY

$1.1B

596 positions

#25Legal Advantage Investments, Inc.Passive

Some overlap · 5 shared positions

$TDG $BA $IDXX $ADI $LMT

$194M

79 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.