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Hedge Funds Similar to Baron Financial Group

13F Portfolio OverlapQ2 2026Baron Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Baron Financial Group, LLC is an institutional investor managing $210M across 56 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 Baron Financial Group are RTD Financial Advisors, Naviter Wealth, SEVEN MILE ADVISORY, with shared positions in $MUFG, $MDY, $CL, $ARCC, $C. The full ranking of 4 similar funds is below.

#1RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$MUFG$MDY$CL
$917M
120 positions
#2Naviter Wealth, LLCPassive
Slight overlap · 3 shared positions
$ARCC$MUFG$C
$1.1B
305 positions
#3SEVEN MILE ADVISORYPassive
Slight overlap · 3 shared positions
$MUFG$MDY$C
$149M
158 positions
#4Revolve Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$MDY$CL$C
$965M
356 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.