What hedge funds are most similar to Barnes Dennig Private Wealth Management LLC?

The funds with the most similar 13F portfolios to Barnes Dennig Private Wealth Management LLC are CORDA Investment, MATRIX ASSET ADVISORS, CUTLER INVESTMENT COUNSEL, based on overlapping conviction holdings in the latest SEC filings.

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 Barnes Dennig Private Wealth

13F Portfolio OverlapQ2 2026Barnes Dennig Private Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Barnes Dennig Private Wealth Management LLC is an institutional investor managing $125M across 365 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 Barnes Dennig Private Wealth are CORDA Investment, MATRIX ASSET ADVISORS, CUTLER INVESTMENT COUNSEL, with shared positions in $BNY, $SCHW, $PEP, $DE, $MDT, $AMGN. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$BNY $SCHW $PEP $DE $MDT

$1.6B

85 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$AMGN $MDT $PEP $BNY

$1.2B

106 positions

#3CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 5 shared positions

$SCHW $DE $CVS $MDT $PEP

$1.1B

157 positions

#4Malaga Cove Capital, LLCPassive

Notable overlap · 6 shared positions

$MRVL $ON $AMGN $SCHW $DE $PWR

$314M

185 positions

#5DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$SCHW $BNY $DE $AMGN $PEP $MDT

$217M

108 positions

#6Insight Inv LLCPassive

Notable overlap · 4 shared positions

$MRVL $AMGN $PEP $TJX

$212M

109 positions

#7DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$AMGN $PEP $SCHW $MDT $DE

$235M

96 positions

#8ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$BNY $PEP $MDT $AMGN $SLB

$205M

60 positions

#9HOERTKORN RICHARD CHARLESActive

Notable overlap · 4 shared positions

$MRVL $SCHW $PEP $T

$149M

71 positions

#10Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 3 shared positions

$MRVL $DE $SCHW

$679M

31 positions

#11Cohen Capital Management, Inc.Active

Notable overlap · 5 shared positions

$SCHW $DE $CVS $PEP $KLAC

$735M

152 positions

#12NWK Group, Inc.Active

Notable overlap · 3 shared positions

$MRVL $BNY $TJX

$324M

71 positions

#13Eagle Bluffs Wealth Management LLCActive

Notable overlap · 4 shared positions

$MRVL $SCHW $KLAC $UPS

$299M

86 positions

#14SECTOR GAMMA ASActive

Notable overlap · 4 shared positions

$MDT $AMGN $CVS $ZBH

$461M

40 positions

#15Millington Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$BNY $MDT $MRVL $PWR

$254M

128 positions

#16Birch Capital Management, LLCPassive

Notable overlap · 3 shared positions

$AMGN $SCHW $UPS

$205M

79 positions

#17Round Hill Asset ManagementActive

Notable overlap · 4 shared positions

$AMGN $MDT $ZBH $T

$159M

62 positions

#18Martin Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$AMGN $MDT $PEP

$272M

72 positions

#19Kinsale Capital Group, Inc.Active

Notable overlap · 3 shared positions

$SCHW $AMGN $BNY

$754M

41 positions

#20Wallington Asset Management, LLCActive

Notable overlap · 6 shared positions

$MDT $AMGN $DE $PEP $IAU $TJX

$814M

61 positions

#21Center for Wealth Management AdvisoryActive

Notable overlap · 4 shared positions

$BNY $MDT $PEP $UPS

$159M

62 positions

#22Pine Haven Investment Counsel, IncPassive

Notable overlap · 5 shared positions

$SCHW $DE $AMGN $PEP $TJX

$149M

116 positions

#23GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$SCHW $AMGN $CVS $UPS

$906M

153 positions

#24Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$AMGN $BNY $CVS $KLAC $TJX

$297M

103 positions

#25First Pacific FinancialPassive

Notable overlap · 5 shared positions

$BNY $PEP $MDT $UPS $MRVL

$839M

510 positions

Compare Barnes Dennig Private Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Barnes Dennig Private Wealth’s holdings

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.