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Hedge Funds Similar to Baron Wealth

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Baron Wealth are CONFLUENCE INVESTMENT, TODD ASSET, ABSHER WEALTH, with shared positions in $SNA, $ADI, $GILD, $LIN, $FAST, $USB. The full ranking of 25 similar funds is below.

#1CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SNA$ADI$GILD$LIN$FAST$USB
$6.4B
290 positions
#2TODD ASSET MANAGEMENT LLCActive
Some overlap · 7 shared positions
$BWA$PH$JBL$SAN$MS$BCS
$5.6B
182 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNA$ADI$FAST$LOW
$878M
73 positions
#4Lipe & DaltonPassive
Some overlap · 3 shared positions
$SNA$BWA$MS
$215M
94 positions
#5ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$SNA$PH$LIN$FAST
$176M
139 positions
#6Lantz Financial LLCPassive
Some overlap · 6 shared positions
$SNA$ADI$GILD$LIN$FAST$USB
$546M
259 positions
#7BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SNA$LIN$LOW$FAST$USB
$453M
121 positions
#8MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 3 shared positions
$SNA$PH$MS
$332M
91 positions
#9Bellars Harris Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNA$PH$NWG
$491M
96 positions
#10Regents Gate Capital LLPActive
Some overlap · 4 shared positions
$SNA$PH$FAST$LOW
$75M
37 positions
#11LORD, ABBETT & CO. LLCPassive
Some overlap · 5 shared positions
$PH$ADI$MS$LIN$LOW
$34.9B
558 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$SNA$PH$MS$USB
$856M
89 positions
#13Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SNA$MS$GILD$LOW
$142M
106 positions
#14WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$SNA$GILD$USB
$147M
137 positions
#15Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$PH$ADI$SAN$LIN$LOW
$1.3B
62 positions
#16Oribel Capital Management, LPPassive
Some overlap · 4 shared positions
$BWA$ADI$JBL$LOW
$3.3B
143 positions
#17Covea FinanceActive
Slight overlap · 4 shared positions
$ADI$PH$MS$GILD
$3.2B
153 positions
#18Green Alpha Advisors, LLCPassive
Slight overlap · 3 shared positions
$RIVN$ADI$AEIS
$149M
113 positions
#19Trueblood Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$SNA$ADI$LIN$FAST
$286M
261 positions
#20RIVERBRIDGE PARTNERS LLCActive
Slight overlap · 4 shared positions
$FIVE$ADI$LIN$FAST
$3.6B
198 positions
#21Cushing Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$PH$ADI$LIN$LOW
$145M
99 positions
#22MATTERN CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PH$ADI$LIN$LOW
$857M
166 positions
#23Community Financial Services Group, LLCPassive
Slight overlap · 4 shared positions
$PH$ADI$LIN$LOW
$686M
532 positions
#24MARIETTA INVESTMENT PARTNERS LLCPassive
Slight overlap · 4 shared positions
$PH$SNA$SAN$FAST
$582M
170 positions
#25Gleason Group, Inc.Active
Slight overlap · 4 shared positions
$PH$SNA$GILD$LOW
$1.1B
449 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.