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 Barry Investment Advisors,

13F Portfolio OverlapQ1 2026Barry Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Barry Investment Advisors, LLC is an institutional investor managing $478M across 102 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 Barry Investment Advisors, are MOLLER WEALTH PARTNERS, Envision Financial, FIRST INTERSTATE BANK, with shared positions in $FLEX, $WT, $USB, $KKR, $UNIT, $ALPS. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive

Notable overlap · 4 shared positions

$FLEX $WT $USB $KKR

$507M

67 positions

#2Envision Financial LLCActive

Notable overlap · 4 shared positions

$USB $WT $UNIT $ALPS

$186M

46 positions

#3FIRST INTERSTATE BANKActive

Notable overlap · 4 shared positions

$USB $FLEX $PFE $KKR

$1.8B

187 positions

#4VeraBank, N.A.Active

Notable overlap · 3 shared positions

$FLEX $KKR $AMGN

$546M

173 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$USB $WT $UNIT $RELX

$508M

107 positions

#6Marion Wealth ManagementPassive

Notable overlap · 3 shared positions

$USB $WT $PSX

$451M

146 positions

#7Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$USB $WT $KKR $AMGN

$236M

81 positions

#8Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$USB $WT $AMGN

$153M

344 positions

#9Madrid Financial ServicesActive

Notable overlap · 3 shared positions

$USB $WT $ALPS

$169M

26 positions

#10JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$USB $WT $UNIT

$102M

27 positions

#11Capital Advantage, Inc.Active

Notable overlap · 5 shared positions

$USB $UNIT $RELX $KKR $AMGN

$765M

145 positions

#12ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$USB $WT $DOV

$112M

69 positions

#13TAGStone Capital, Inc.Passive

Notable overlap · 4 shared positions

$USB $WT $RELX $AMGN

$283M

137 positions

#141 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 3 shared positions

$USB $WT $ALPS

$277M

270 positions

#15Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$USB $UNIT $KKR

$149M

70 positions

#16New Harbor Financial Group, LLCActive

Notable overlap · 3 shared positions

$USB $HSBC $SII

$567M

61 positions

#17Newton One Investments LLCActive

Notable overlap · 5 shared positions

$USB $UNIT $DOV $KKR $WT

$368M

121 positions

#18Trace Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$FLEX $PFE $WT

$133M

66 positions

#19Fortress Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$USB $ALPS $AEP

$96M

56 positions

#20Berkeley Capital Partners, LLCActive

Notable overlap · 4 shared positions

$USB $ALPS $PFE $KKR

$431M

184 positions

#21Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $USB $DOV

$514M

56 positions

#22BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$USB $UNIT $AZN

$1.2B

229 positions

#23Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$USB $ALPS $AMGN $AZN

$1.3B

129 positions

#24PRUDENTIAL PLCActive

Notable overlap · 4 shared positions

$USB $DOV $TTE $AZN

$17.1B

680 positions

#25Rosenberg Matthew HamiltonActive

Notable overlap · 4 shared positions

$USB $KKR $PSX $SHEL

$488M

799 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.