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 Vivaldi, CORDA Investment ,, Cohen ,, 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 OverlapQ1 2026Barnes Dennig Private Wealth portfolio →

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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 Q1 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 Vivaldi, CORDA Investment ,, Cohen ,, with shared positions in $AMAT, $BWA, $__PARK_1390777, $SLV, $SCHW, $AMGN. The full ranking of 25 similar funds is below.

#1Vivaldi Capital Management LPPassive

Substantial overlap · 17 shared positions

$AMAT $BWA $__PARK_1390777 $SLV $SCHW $AMGN

$723M

290 positions

#2CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$__PARK_1390777 $SCHW $AMAT $DE $MDT

$1.4B

80 positions

#3Cohen Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$AMAT $SCHW $DE $CVS

$644M

154 positions

#4Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMGN $AMAT $DE $UPS

$184M

32 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$AMGN $MDT $__PARK_1390777 $AMAT

$1.1B

105 positions

#6William Allan CorpPassive

Notable overlap · 3 shared positions

$AMAT $SCHW $UPS

$169M

59 positions

#7SECTOR GAMMA ASActive

Notable overlap · 4 shared positions

$AMGN $MDT $ZBH $CVS

$423M

42 positions

#8Talbot Financial, LLCActive

Notable overlap · 5 shared positions

$AMAT $SCHW $AMGN $MDT $T

$1.2B

66 positions

#9CALIFORNIA FIRST LEASING CORPActive

Notable overlap · 3 shared positions

$AMAT $MRVL $SLB

$312M

39 positions

#10Round Hill Asset ManagementPassive

Notable overlap · 4 shared positions

$AMGN $MDT $ZBH $T

$153M

62 positions

#11Red Spruce Capital, LLCPassive

Notable overlap · 5 shared positions

$AMAT $SCHW $MRVL $SNOW $MDT

$244M

94 positions

#12Birch Capital Management, LLCActive

Notable overlap · 3 shared positions

$AMGN $SCHW $UPS

$191M

78 positions

#13Maytus Capital Management, LLCPassive

Notable overlap · 3 shared positions

$AMAT $ON $T

$562M

62 positions

#14DLK Investment Management, LLCPassive

Notable overlap · 4 shared positions

$AMGN $SCHW $MDT $DE

$253M

92 positions

#15GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$SCHW $AMGN $UPS $CVS

$854M

145 positions

#16Stanley Capital Management, LLCActive

Notable overlap · 3 shared positions

$AMAT $MRVL $RHI

$598M

40 positions

#17Curat Global, LLCPassive

Notable overlap · 4 shared positions

$AMAT $AMGN $CVS $ON

$102M

265 positions

#18MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 3 shared positions

$AMAT $MDT $SLB

$176M

81 positions

#19Edgemoor Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$AMAT $SCHW $DE $LEN $T

$1.3B

170 positions

#20TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 4 shared positions

$AMAT $SCHW $MRVL $CVS

$200M

110 positions

#21Pine Haven Investment Counsel, IncPassive

Notable overlap · 4 shared positions

$SCHW $AMGN $DE $AMAT

$136M

114 positions

#22DODGE & COXActive

Notable overlap · 4 shared positions

$SCHW $__PARK_1390777 $CVS $ZBH

$182.0B

222 positions

#23Nepsis Inc.Active

Notable overlap · 3 shared positions

$AMGN $MDT $SNOW

$299M

29 positions

#24Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$SLV $AMGN $MDT $IAU

$477M

70 positions

#25Blume Capital Management, Inc.Passive

Some overlap · 4 shared positions

$SCHW $AMAT $DE $SLB

$588M

337 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.