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Hedge Funds Similar to Barden ,

13F Portfolio OverlapQ1 2026Barden , portfolio →
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Most similar hedge funds by 13F overlap

Barden Capital Management, Inc. is an institutional investor managing $117M across 58 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 Barden , are Aristotle ,, Asio ,, EVEXIA WEALTH, with shared positions in $PH, $SONY, $MSI, $COF, $UBER, $SNPS. The full ranking of 25 similar funds is below.

#1Aristotle Capital Management, LLCActive
Notable overlap · 6 shared positions
$PH$SONY$MSI$COF$UBER$SNPS
$47.8B
191 positions
#2Asio Capital, LLCActive
Notable overlap · 8 shared positions
$PANW$COP$UBER$HCA$FANG$PWR
$712M
110 positions
#3EVEXIA WEALTH LLCActive
Notable overlap · 5 shared positions
$CASY$PH$HCA$INTU$PWR
$364M
84 positions
#4Capital Investment Services of America, Inc.Active
Some overlap · 6 shared positions
$PWR$BKNG$COP$ADBE$SNPS$NOW
$958M
80 positions
#5Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$TRV$PWR$VLO$COP$ADBE
$1.3B
218 positions
#6CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PH$PWR$MSI$INTU
$405M
73 positions
#7Longbow Finance SAPassive
Some overlap · 5 shared positions
$TRV$PH$PANW$VLO$PWR
$552M
55 positions
#8William B. Walkup & Associates, Inc.Active
Some overlap · 4 shared positions
$ALL$TRV$VLO$COP
$167M
163 positions
#9Pegasus Asset Management, Inc.Passive
Some overlap · 4 shared positions
$PH$PWR$CARR$PANW
$313M
67 positions
#10LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$PWR$UBER$CARR$PANW$NOW
$677M
182 positions
#11DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COF$COP$ADBE$FANG$CARR
$16.0B
187 positions
#12Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$PWR$PANW$UBER$SNPS$NOW
$13.2B
70 positions
#13RE ADVISERS CORPActive
Some overlap · 4 shared positions
$PH$ALL$COP$FANG
$3.7B
111 positions
#14Raub Brock Capital Management LPActive
Some overlap · 4 shared positions
$PH$MSI$CARR$INTU
$395M
43 positions
#15Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$PWR$UBER$FANG$MSI$NOW
$143M
86 positions
#16Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 6 shared positions
$UBER$PANW$CARR$NOW$SNPS$INTU
$134M
80 positions
#17Washington Trust Advisors, Inc.Passive
Some overlap · 4 shared positions
$PWR$PANW$BKNG$UBER
$1.2B
684 positions
#18Broadleaf Partners, LLCActive
Some overlap · 5 shared positions
$PWR$UBER$BKNG$NOW$PANW
$429M
84 positions
#19Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$PH$HCA$ADBE$INTU$PANW
$247M
86 positions
#20Mendel Money ManagementPassive
Some overlap · 5 shared positions
$PWR$PANW$UBER$NOW$PH
$239M
137 positions
#21Volterra Technologies LPPassive
Some overlap · 5 shared positions
$PANW$COP$UBER$ADBE$MSI
$823M
301 positions
#22GROUPAMA ASSET MANAGMENTActive
Some overlap · 4 shared positions
$PH$MSI$PANW$VLO
$6.8B
395 positions
#23MATTERS CAPITAL LLCPassive
Some overlap · 4 shared positions
$HCA$ALL$UBER$ADBE
$113M
64 positions
#24BNP PARIBASActive
Some overlap · 6 shared positions
$PANW$PH$BKNG$SNPS$NOW$UBER
$3.1B
333 positions
#25Robbins FarleyPassive
Some overlap · 3 shared positions
$CASY$PWR$UBER
$226M
143 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.