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Hedge Funds Similar to Baron Wealth

13F Portfolio OverlapQ1 2026Baron Wealth portfolio →
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Most similar hedge funds by 13F overlap

Baron Wealth Management LLC is an institutional investor managing $386M across 304 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 Wealth are ABSHER WEALTH ,, Regents Gate LLP, CONFLUENCE INVESTMENT, with shared positions in $SNA, $ADI, $FAST, $LOW, $PH, $LIN. The full ranking of 25 similar funds is below.

#1ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNA$ADI$FAST$LOW
$853M
70 positions
#2Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$SNA$PH$LIN
$469M
36 positions
#3CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SNA$ADI$GILD$LIN$FAST
$6.4B
290 positions
#4ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$SNA$PH$LIN$FAST
$154M
129 positions
#5Glassman Wealth ServicesSmart money
Some overlap · 3 shared positions
$SNA$HUM$MS
$736M
187 positions
#6Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$HUM$SNA$GILD$MS
$613M
247 positions
#7DAGCO, INC.Passive
Some overlap · 4 shared positions
$HUM$PH$ADI$MS
$461M
353 positions
#8FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$HUM$PH$LOW$MS
$354M
66 positions
#9BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$HUM$ADI$GILD$MS
$2.4B
787 positions
#10Note Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$ADI$GILD$MS
$200M
85 positions
#11Weaver C. Barksdale & Associates, Inc.Passive
Slight overlap · 3 shared positions
$SNA$GILD$LOW
$105M
62 positions
#12CWS Financial Advisors, LLCActive
Slight overlap · 5 shared positions
$HUM$LIN$ADI$FAST$PH
$390M
157 positions
#13Tower View Wealth Management LLCPassive
Slight overlap · 3 shared positions
$HUM$PH$ADI
$195M
204 positions
#14Brindle & Bay Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$HUM$SNA$GILD
$163M
67 positions
#15MONTAG A & ASSOCIATES INCPassive
Slight overlap · 4 shared positions
$HUM$PH$ADI$MS
$2.2B
940 positions
#16Family Management CorpPassive
Slight overlap · 3 shared positions
$HUM$SNA$GILD
$834M
305 positions
#17Green Alpha Advisors, LLCPassive
Slight overlap · 3 shared positions
$RIVN$ADI$AEIS
$102M
107 positions
#18Interactive Financial AdvisorsActive
Slight overlap · 4 shared positions
$HUM$SAN$CTVA$MS
$153M
78 positions
#19Abbot Financial Management, Inc.Passive
Slight overlap · 3 shared positions
$HUM$PH$MS
$239M
138 positions
#20Miller Capital Partners, Inc.Passive
Slight overlap · 3 shared positions
$HUM$PH$LIN
$208M
262 positions
#21GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$HUM$MS$ADI$GILD
$2.8B
202 positions
#22360 Financial, Inc.Active
Slight overlap · 4 shared positions
$HUM$SAN$FAST$MS
$332M
80 positions
#23ProVise Management Group, LLCPassive
Slight overlap · 3 shared positions
$HUM$ADI$MS
$1.4B
261 positions
#24Aberdeen Wealth Management LLCActive
Slight overlap · 3 shared positions
$HUM$GILD$LOW
$219M
179 positions
#25Blake Schutter Theil Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$HUM$LOW$CTVA$MS
$123M
111 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.