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 Barden

13F Portfolio OverlapQ2 2026Barden portfolio →

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Most similar hedge funds by 13F overlap

Barden Capital Management, Inc. is an institutional investor managing $108M across 53 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 Barden are Econ Financial Services, Raub Brock, William B. Walkup & Associates, with shared positions in $STT, $CL, $CARR, $UBER, $COP, $CASY. The full ranking of 25 similar funds is below.

#1Econ Financial Services CorpPassive

Notable overlap · 5 shared positions

$STT $CL $CARR $UBER $COP

$214M

72 positions

#2Raub Brock Capital Management LPActive

Notable overlap · 4 shared positions

$CASY $PH $MSI $CARR

$363M

45 positions

#3William B. Walkup & Associates, Inc.Passive

Notable overlap · 5 shared positions

$ALL $COF $TRV $VLO $COP

$208M

258 positions

#4DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$CL $COF $COP $ADBE $FANG $CARR

$12.5B

186 positions

#5Asio Capital, LLCActive

Notable overlap · 7 shared positions

$UBER $PWR $HCA $ELV $COF $FANG

$781M

109 positions

#6Aristotle Capital Management, LLCActive

Notable overlap · 4 shared positions

$PH $COF $MSI $UBER

$47.7B

212 positions

#7Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$STT $PH $CARR

$378M

79 positions

#8Metropolis Capital LtdSmart money

Notable overlap · 3 shared positions

$STT $BKNG $HCA

$3.4B

16 positions

#9CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$PWR $PH $MSI $SPGI

$456M

67 positions

#10Citizens Business BankActive

Notable overlap · 5 shared positions

$PWR $TRV $UBER $FANG $CL

$664M

139 positions

#11EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$CASY $PH $HCA $PWR

$369M

77 positions

#12Pegasus Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$PWR $PH $CARR

$351M

75 positions

#13One Wealth Map LLCActive

Notable overlap · 6 shared positions

$STT $BKNG $ELV $SPGI $ADBE $UBER

$220M

106 positions

#14PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$CARR $BKNG $ADBE $ELV $SPGI

$836M

93 positions

#15Strong Retirement Solutions LLCPassive

Notable overlap · 5 shared positions

$PWR $UBER $FANG $MSI $SPGI

$167M

82 positions

#16Avantax Planning Partners, Inc.Active

Some overlap · 3 shared positions

$STT $VLO $COP

$4.0B

454 positions

#17Stonebridge Financial Group, LLC/CAPassive

Some overlap · 3 shared positions

$STT $PWR $ALL

$722M

310 positions

#18Palmer Knight CoPassive

Some overlap · 4 shared positions

$TRV $COF $ADBE $ELV

$260M

36 positions

#19American National Bank of TexasActive

Some overlap · 3 shared positions

$STT $PWR $CL

$110M

56 positions

#20Washington Trust Advisors, Inc.Passive

Some overlap · 4 shared positions

$PWR $BKNG $UBER $SPGI

$1.3B

724 positions

#21RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$PH $VLO $MSI $COP

$1.1B

90 positions

#22Infusive Asset Management Inc.Active

Some overlap · 5 shared positions

$CL $BKNG $UBER $ADBE $BABA

$220M

30 positions

#23SCHOLTZ & COMPANY, LLCPassive

Some overlap · 4 shared positions

$PWR $UBER $CASY $SPGI

$200M

48 positions

#24Sandro Wealth Management LLCPassive

Some overlap · 4 shared positions

$PWR $HCA $PH $SPGI

$138M

103 positions

#25Lord & Richards Wealth Management, LLCActive

Some overlap · 4 shared positions

$PWR $MSI $FANG $UBER

$128M

49 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.