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 Wealth Group,

13F Portfolio OverlapQ1 2026Barnes Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Barnes Wealth Management Group, Inc is an institutional investor managing $197M across 184 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 Wealth Group, are ShoreHaven Wealth Partners,, Catalyst Investment, BEACON FINANCIAL GROUP, with shared positions in $WT, $SE, $JHG, $IAU, $DDOG, $DHR. The full ranking of 25 similar funds is below.

#1ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $SE $JHG $IAU $DDOG

$278M

103 positions

#2Catalyst Investment Management LLCPassive

Some overlap · 6 shared positions

$WT $SE $DHR $HUM $IAU $MKL

$90M

65 positions

#3BEACON FINANCIAL GROUPPassive

Some overlap · 6 shared positions

$WT $SE $WFC $TXN $JHG $HUM

$1.0B

348 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$WT $JHG $SE $TXN $IAU

$477M

70 positions

#5Magnolia Private Wealth, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $TXN $IAU $DDOG $MKL

$150M

134 positions

#6BLUELINE ADVISORS LLCActive

Some overlap · 4 shared positions

$WT $SE $JHG $HUM

$129M

217 positions

#7Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $SE $JHG $HUM $IAU

$1.3B

608 positions

#8Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $TXN $IAU $DDOG $OKE

$1.2B

262 positions

#9Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$WT $JHG $HUM $IAU $BAH

$905M

310 positions

#10GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 5 shared positions

$WT $JHG $BAH $ZBRA $HUM

$5.5B

999 positions

#11Element Wealth, LLCPassive

Some overlap · 6 shared positions

$WT $SE $JHG $DHR $WFC $BAH

$242M

207 positions

#12Fermata Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $TXN $JHG $IAU $MKL $OKE

$444M

232 positions

#13Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 5 shared positions

$WT $JHG $HUM $DDOG $WFC

$589M

590 positions

#14WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $SE $IAU $HUM

$508M

107 positions

#15Beckerman Institutional, LLCPassive

Some overlap · 6 shared positions

$WT $TXN $IAU $HUM $ZBRA $OKE

$188M

121 positions

#16First Financial Group CorpActive

Some overlap · 4 shared positions

$WT $JHG $IAU $HUM

$122M

80 positions

#17tru Independence LLCPassive

Some overlap · 4 shared positions

$WT $JHG $WFC $HUM

$202M

102 positions

#18Total Clarity Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$WT $JHG $BAH $IAU $OKE

$426M

311 positions

#19MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $JHG $IAU $MKL

$260M

146 positions

#20Alpha Zero LLCActive

Some overlap · 4 shared positions

$WT $JHG $IAU $OKE

$198M

79 positions

#21Anfield Capital Management, LLCPassive

Some overlap · 3 shared positions

$WT $SE $JHG

$363M

715 positions

#22Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $JHG $SE $BAH

$381M

163 positions

#23Wealthcare Advisory Partners LLCPassive

Some overlap · 7 shared positions

$WT $SE $JHG $HUM $MKL $OKE

$5.1B

1,073 positions

#24AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$WT $SE $DDOG $MKL

$206M

97 positions

#25Catalina Capital Group, LLCPassive

Some overlap · 3 shared positions

$WT $SE $HUM

$168M

176 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.