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Hedge Funds Similar to Baring Financial

13F Portfolio OverlapQ1 2026Baring Financial portfolio →
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Most similar hedge funds by 13F overlap

Baring Financial LLC is an institutional investor managing $182M across 86 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 Baring Financial are McClarren Financial Advisors,, FC Advisory, Cornerstone Financial, with shared positions in $NTRB, $HUM, $EPAM, $OKTA, $LMT, $PSX. The full ranking of 25 similar funds is below.

#1McClarren Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$NTRB$HUM$EPAM
$169M
79 positions
#2FC Advisory LLCActive
Notable overlap · 3 shared positions
$NTRB$OKTA$HUM
$342M
115 positions
#3Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$NTRB$HUM$LMT
$109M
1,311 positions
#4Blackston Financial Advisory Group, LLCActive
Notable overlap · 3 shared positions
$NTRB$HUM$PSX
$160M
106 positions
#5Cedar Point Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$NTRB$NKE$DE
$154M
71 positions
#6FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$OKTA$HUM$LMT
$354M
66 positions
#7CDM FINANCIAL COUNSELING SERVICES, INC.Active
Notable overlap · 4 shared positions
$HUM$NTRB$ASML$DE
$105M
80 positions
#8Opus Financial Solutions LLCPassive
Notable overlap · 3 shared positions
$HUM$NKE$OKTA
$106M
103 positions
#9Capital Planning LLCActive
Notable overlap · 3 shared positions
$NTRB$HUM$PCAR
$307M
82 positions
#10Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$NTRB$HUM$LMT
$151M
97 positions
#11Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$HUM$NTRB$NOC
$191M
88 positions
#12ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$NTRB$EPAM$NOC
$381M
68 positions
#13Portfolio Strategies, Inc.Active
Some overlap · 4 shared positions
$NTRB$EPAM$LMT$DE
$811M
75 positions
#14Buska Wealth Management, LLCActive
Some overlap · 3 shared positions
$HUM$OKTA$WM
$249M
74 positions
#15Compass Financial Group, Inc. (Ohio)Active
Some overlap · 3 shared positions
$HUM$OKTA$IBIT
$137M
45 positions
#16CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 3 shared positions
$NTRB$HUM$LMT
$239M
97 positions
#17Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$NTRB$EPAM
$67M
42 positions
#18Confluence Wealth Services, Inc.Active
Some overlap · 3 shared positions
$HUM$NKE$DE
$2.6B
365 positions
#19Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$NTRB$HUM$NOC
$526M
77 positions
#20ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$HUM$NKE$NOC
$753M
159 positions
#21Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$HUM$NKE$EPAM
$1.1B
244 positions
#22True Link Financial Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$NKE$LMT
$1.6B
418 positions
#23Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$NKE$HUM$NTRB$PCAR
$111M
63 positions
#24Avant Capital LLCPassive
Some overlap · 3 shared positions
$HUM$NTRB$DE
$142M
76 positions
#25Alpha Zero LLCActive
Some overlap · 4 shared positions
$OKTA$IBIT$WM$ASML
$198M
79 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.