How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to May Barnhard Investments

13F Portfolio OverlapQ1 2026May Barnhard Investments portfolio →

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Most similar hedge funds by 13F overlap

May Barnhard Investments LLC is an institutional investor managing $206M across 84 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 May Barnhard Investments are Discipline Wealth Solutions,, GUARDSMAN PRIVATE ,, Grove Street Fiduciary,, with shared positions in $UNIT, $UPST, $AGQ, $IAU, $WT, $HUM. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$UNIT $UPST $AGQ $IAU $WT $HUM

$950M

192 positions

#2GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 6 shared positions

$UNIT $UPST $AGQ $HUM $MAR $DHR

$128M

42 positions

#3Grove Street Fiduciary, LLCActive

Some overlap · 5 shared positions

$UNIT $UPST $HUM $MAR $WT

$227M

74 positions

#4Asset Management Group, Inc.Passive

Some overlap · 6 shared positions

$UNIT $AGQ $HUM $MAR $DECK $MDY

$619M

138 positions

#5Midwestern Financial, LLC /IAActive

Some overlap · 4 shared positions

$UNIT $UPST $HUM $MAR

$127M

54 positions

#6Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$UNIT $HUM $IAU $WT $MCD $UPST

$365M

111 positions

#7STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$UNIT $UPST $HUM

$547M

180 positions

#8Wealth Architects, LLCPassive

Some overlap · 5 shared positions

$UNIT $HUM $LRCX $AGQ $WT

$1.1B

244 positions

#9Hegarty Advisors, LLCActive

Some overlap · 3 shared positions

$UNIT $UPST $HUM

$127M

57 positions

#10Glass Jacobson Investment Advisors llcPassive

Some overlap · 4 shared positions

$UNIT $UPST $IAU $DHR

$290M

607 positions

#11FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 5 shared positions

$UNIT $HUM $IAU $MAR $TJX

$176M

104 positions

#12Ballast Financial Advisors LLCActive

Some overlap · 5 shared positions

$UNIT $HUM $IAU $TJX $DHR

$98M

68 positions

#13Marotta Asset ManagementActive

Some overlap · 3 shared positions

$UNIT $UPST $MAR

$543M

103 positions

#14Towerpoint Wealth, LLCActive

Some overlap · 4 shared positions

$UNIT $IAU $HUM $MAR

$248M

93 positions

#15ASPIRIANT, LLCActive

Some overlap · 5 shared positions

$UNIT $HUM $WT $MAR $TJX

$3.5B

338 positions

#16Firestone Capital ManagementPassive

Some overlap · 5 shared positions

$UNIT $HUM $IAU $MDY $DHR

$480M

160 positions

#17Donalies Financial Planning, LLCActive

Some overlap · 4 shared positions

$UNIT $HUM $MAR $IAU

$117M

74 positions

#18SWAN Capital LLCPassive

Some overlap · 4 shared positions

$UNIT $HUM $MAR $MCD

$272M

554 positions

#19PRESILIUM PRIVATE WEALTH, LLCActive

Some overlap · 4 shared positions

$UNIT $UPST $RL $HUM

$567M

75 positions

#20CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$UNIT $IAU $MAR $WT

$149M

96 positions

#21Weinberger Asset Management, IncActive

Some overlap · 3 shared positions

$UNIT $HUM $IAU

$267M

92 positions

#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 3 shared positions

$UNIT $HUM $UPST

$111M

63 positions

#23Seek First Inc.Active

Some overlap · 4 shared positions

$UNIT $HUM $LRCX $WT

$142M

58 positions

#24MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$UNIT $HUM $MAR

$223M

112 positions

#25Cornerstone Wealth Advisors, Inc.Smart money

Some overlap · 3 shared positions

$UNIT $UPST $MCD

$434M

49 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.