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Hedge Funds Similar to BARLOW WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026BARLOW WEALTH PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

BARLOW WEALTH PARTNERS, INC. is an institutional investor managing $926M across 149 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 BARLOW WEALTH PARTNERS, are JOHNSTON ASSET, SEAVIEW INVESTMENT MANAGERS, Birch Hill Investment Advisors, with shared positions in $FTI, $ASML, $SCHW, $VRTX, $ADBE, $CEG. The full ranking of 25 similar funds is below.

#1JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 5 shared positions
$FTI$ASML$SCHW$VRTX$ADBE
$2.1B
73 positions
#2SEAVIEW INVESTMENT MANAGERS LLCPassive
Notable overlap · 4 shared positions
$ASML$SCHW$CEG$MCK
$277M
73 positions
#3Birch Hill Investment Advisors LLCActive
Notable overlap · 5 shared positions
$TJX$ASML$VRTX$GWW$TT
$2.2B
195 positions
#4Warther Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$ASML$SCHW$FICO$FTNT
$427M
40 positions
#5Brentview Investment Management LLCPassive
Notable overlap · 5 shared positions
$TJX$MLI$CEG$MCK$TT
$231M
63 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 5 shared positions
$TJX$ASML$SCHW$ADBE$TT
$102M
56 positions
#7Ravenswood Partners LPPassive
Notable overlap · 5 shared positions
$TJX$SCHW$ASML$RACE$INTU
$271M
35 positions
#8RENAISSANCE GROUP LLCPassive
Notable overlap · 7 shared positions
$EME$GWW$TJX$MCK$SCHW$INTU
$2.4B
234 positions
#9ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$TJX$ASML$CEG$MCK$INTU
$1.3B
100 positions
#10Suncoast Equity ManagementActive
Some overlap · 5 shared positions
$GWW$TJX$MCK$INTU$TT
$833M
101 positions
#11Delaney Dennis RPassive
Some overlap · 4 shared positions
$TJX$SCHW$VRTX$ASML
$282M
60 positions
#12LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TJX$EME$MCK$VRTX
$174M
65 positions
#13Elefante Mark BPassive
Some overlap · 4 shared positions
$TJX$SCHW$VRTX$ASML
$182M
58 positions
#14Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$EME$ASML$GRMN$CRM$ADBE
$581M
125 positions
#15Junto Capital Management LPPassive
Some overlap · 4 shared positions
$TJX$GWW$FTNT$PNC
$4.7B
87 positions
#16Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$EME$TJX$CRM$AMGN
$649M
186 positions
#17Townsend & Associates, IncActive
Some overlap · 4 shared positions
$TJX$GWW$MCK$WRB
$1.2B
115 positions
#18Saturna Capital CORPActive
Some overlap · 4 shared positions
$ASML$TJX$GWW$TT
$7.1B
148 positions
#19SOMERVILLE KURT FPassive
Some overlap · 4 shared positions
$TJX$VRTX$SCHW$ASML
$379M
91 positions
#20Alapocas Investment Partners, Inc.Active
Some overlap · 3 shared positions
$TJX$RACE$ADBE
$132M
20 positions
#21ECOFI INVESTISSEMENTS SAPassive
Some overlap · 4 shared positions
$EME$CEG$CRM$ADBE
$55M
36 positions
#22Running Oak Capital LLCPassive
Some overlap · 5 shared positions
$TJX$EME$GWW$INTU$TXRH
$741M
55 positions
#23HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$TJX$SCHW$INTU$AMGN
$407M
49 positions
#24EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ASML$FICO$VRTX$INTU
$15.5B
87 positions
#25PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$TJX$VRTX$SCHW$ASML
$343M
67 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.