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Hedge Funds Similar to BARNES PETTEY FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026BARNES PETTEY FINANCIAL ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

BARNES PETTEY FINANCIAL ADVISORS, LLC is an institutional investor managing $229M across 156 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 BARNES PETTEY FINANCIAL ADVISORS, are Kestra Investment ,, FIDUCIARY FINANCIAL GROUP,, Belleair Asset ,, with shared positions in $NKE, $NEE, $MKL, $SNOW, $FDX, $RF. The full ranking of 25 similar funds is below.

#1Kestra Investment Management, LLCActive
Notable overlap · 5 shared positions
$NKE$NEE$MKL$SNOW$FDX
$5.8B
439 positions
#2FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$NKE$NEE$MKL$SNOW
$754M
345 positions
#3Belleair Asset Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$NEE$RF
$110M
77 positions
#4DiNuzzo Private Wealth, Inc.Active
Notable overlap · 4 shared positions
$NKE$NEE$MKL$FDX
$928M
1,345 positions
#5ALLEN WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$ALPS$FDX
$200M
59 positions
#6Focus Partners Advisor Solutions, LLCPassive
Notable overlap · 4 shared positions
$NKE$NEE$ALPS$SNOW
$9.9B
1,249 positions
#7McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$SNOW
$119M
65 positions
#8ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NKE$NEE$SNOW
$167M
35 positions
#9DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$SNOW
$249M
92 positions
#10Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$SNOW
$607M
110 positions
#11Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$NKE$NEE$SNOW
$279M
141 positions
#12HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$REGN
$213M
81 positions
#13MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$SNOW
$634M
106 positions
#14CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NKE$NEE$AMAT
$334M
70 positions
#15COWA, LLCActive
Notable overlap · 3 shared positions
$NKE$ALPS$MKL
$371M
158 positions
#16Savant Capital, LLCActive
Notable overlap · 4 shared positions
$NKE$NEE$SNOW$MKL
$20.7B
1,500 positions
#17Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$NKE$NEE$REGN
$1.1B
81 positions
#18JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$FDX
$1.1B
286 positions
#19KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$MKL
$522M
97 positions
#20Mills Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$ALPS$NEE$NKE$MKL
$286M
80 positions
#21LAM GROUP, INC.Passive
Notable overlap · 4 shared positions
$NKE$ARKO$MKL$NEE
$182M
136 positions
#22ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$NKE$BAH$SNOW$MKL
$753M
159 positions
#23POINCIANA ADVISORS GROUP, LLCPassive
Some overlap · 3 shared positions
$NKE$NEE$SNOW
$127M
130 positions
#24Frankly Finances, LLCActive
Some overlap · 3 shared positions
$NKE$MKL$SNOW
$110M
64 positions
#25Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$MKL$SNOW
$171M
106 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.