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Hedge Funds Similar to Baron Financial Group,

13F Portfolio OverlapQ1 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 Q1 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 Empower Advisory Group,, GOULD ASSET /CA/, rebel Financial, with shared positions in $SCHW, $NOW, $MUFG, $AMH, $MDY, $HUM. The full ranking of 25 similar funds is below.

#1Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MUFG
$38.5B
510 positions
#2GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 5 shared positions
$SCHW$AMH$NOW$MDY$MUFG
$576M
171 positions
#3rebel Financial LLCPassive
Some overlap · 3 shared positions
$AMH$NOW$MUFG
$231M
65 positions
#4Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$MDY$HUM
$480M
160 positions
#5Omega Financial Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$MUFG$NOW$MDY$HUM
$308M
101 positions
#6Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SCHW$MUFG$MDY
$333M
198 positions
#7Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SCHW$NOW$MAR$CL
$136M
114 positions
#8Decker Retirement Planning Inc.Passive
Some overlap · 5 shared positions
$NOW$SCHW$MUFG$IBM$HUM
$221M
284 positions
#9Pioneer Wealth Management GroupSmart money
Some overlap · 4 shared positions
$SCHW$NOW$MAR$HUM
$357M
50 positions
#10DWR WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SCHW$MDY$NOW
$115M
51 positions
#11GK Wealth Management LLCActive
Some overlap · 3 shared positions
$SCHW$MDY$NOW
$115M
51 positions
#12Stanich Group LLCSmart money
Some overlap · 5 shared positions
$NOW$MUFG$MDY$MAR$HUM
$131M
47 positions
#13CRUX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$NOW$SCHW$MUFG$HUM
$261M
181 positions
#14Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$ARCC
$8.1B
221 positions
#15AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$SCHW$NOW$CL
$1.6B
96 positions
#16BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$SCHW$MDY$HUM$NOW
$129M
217 positions
#17SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$IBM
$119M
61 positions
#18Financial Futures Ltd Liability Co.Active
Some overlap · 5 shared positions
$SCHW$IBM$MUFG$NOW$MDY
$228M
72 positions
#19PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 6 shared positions
$SCHW$NOW$CL$MUFG$IBM$HUM
$567M
75 positions
#20Sand Hill Global Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$3.0B
204 positions
#21Balanced Rock Investment Advisors LLCPassive
Some overlap · 4 shared positions
$NOW$MUFG$SCHW$C
$143M
96 positions
#22Archvest Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$SCHW$IBM$HUM
$155M
74 positions
#23Prairiewood Capital, LLCActive
Some overlap · 3 shared positions
$SCHW$ARCC$MAR
$346M
77 positions
#24SWAN Capital LLCPassive
Some overlap · 3 shared positions
$SCHW$MAR$HUM
$272M
554 positions
#25Rockwood Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$MAR$HUM
$1.4B
118 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.