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 Blue Barn Wealth,

13F Portfolio OverlapQ4 2025Blue Barn Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Blue Barn Wealth, LLC is an institutional investor managing $69M across 46 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Blue Barn Wealth, are Tradewinds ,, BlueStem Wealth Partners,, My Portfolio Guide,, with shared positions in $GMM, $MU, $WFC, $BAC, $F, $AMAT. The full ranking of 25 similar funds is below.

#1Tradewinds Capital Management, LLCActive

Notable overlap · 4 shared positions

$GMM $MU $WFC $BAC

$504M

719 positions

#2BlueStem Wealth Partners, LLCActive

Some overlap · 3 shared positions

$GMM $BAC $WFC

$900M

124 positions

#3My Portfolio Guide, LLCActive

Some overlap · 3 shared positions

$GMM $F $BAC

$181M

166 positions

#4KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

Some overlap · 3 shared positions

$GMM $BAC $WFC

$743M

262 positions

#5Brio Consultants, LLCActive

Some overlap · 4 shared positions

$GMM $WFC $MU $BAC

$818M

152 positions

#6Tranquilli Financial Advisor LLCPassive

Some overlap · 3 shared positions

$GMM $WFC $AMAT

$171M

132 positions

#7Blume Capital Management, Inc.Passive

Some overlap · 6 shared positions

$WFC $MU $BAC $AMAT $C $COF

$588M

337 positions

#8S-Bank Fund Management LtdPassive

Some overlap · 5 shared positions

$WFC $MU $BAC $AMAT $COF

$671M

178 positions

#9CERTUITY, LLCPassive

Some overlap · 5 shared positions

$WFC $MU $BAC $F $C

$1.5B

659 positions

#10Hosking Partners LLPActive

Some overlap · 5 shared positions

$WFC $MU $BAC $C $COF

$2.8B

99 positions

#11ATLAS CAPITAL ADVISORS LLCPassive

Some overlap · 3 shared positions

$GMM $MU $AMAT

$875M

989 positions

#12UniSuper Management Pty LtdActive

Some overlap · 5 shared positions

$BAC $AMAT $WFC $C $MU

$15.3B

664 positions

#13CALIFORNIA FIRST LEASING CORPActive

Some overlap · 4 shared positions

$WFC $MU $BAC $AMAT

$312M

39 positions

#14SIGNET FINANCIAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$GMM $AMAT $BAC $WFC $COF

$892M

299 positions

#15FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$GMM $WFC $AMAT $BAC

$319M

251 positions

#16Massachusetts Wealth ManagementPassive

Some overlap · 4 shared positions

$WFC $MU $BAC $C

$231M

98 positions

#17Consilium Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$WFC $MU $AMAT $C

$293M

102 positions

#18LexAurum Advisors, LLCPassive

Some overlap · 3 shared positions

$GMM $BAC $WFC

$771M

400 positions

#19Generation Capital Management LLCActive

Some overlap · 5 shared positions

$GMM $BAC $C $COF $MU

$137M

74 positions

#20Scott & Selber, Inc.Active

Some overlap · 4 shared positions

$MU $BAC $AMAT $C

$387M

91 positions

#21Cogent Private Wealth, Inc.Active

Some overlap · 5 shared positions

$BAC $WFC $C $GMM $MU

$139M

98 positions

#22Horizon Investments, LLC

Some overlap · 3 shared positions

$GMM $MU $AMAT

$8.9B

1,404 positions

#23ProVise Management Group, LLCPassive

Some overlap · 4 shared positions

$WFC $AMAT $C $GMM

$1.4B

261 positions

#24HARRIS ASSOCIATES L P

Some overlap · 4 shared positions

$WFC $BAC $C $COF

$75.0B

158 positions

#25SALZHAUER MICHAELActive

Some overlap · 4 shared positions

$WFC $BAC $C $COF

$212M

75 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.