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Hedge Funds Similar to BARROW HANLEY MEWHINNEY & STRAUSS

13F Portfolio OverlapQ1 2026BARROW HANLEY MEWHINNEY & STRAUSS portfolio →
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Most similar hedge funds by 13F overlap

BARROW HANLEY MEWHINNEY & STRAUSS LLC is an institutional investor managing $30.5B across 377 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 BARROW HANLEY MEWHINNEY & STRAUSS are Perpetual Ltd, Socorro Asset, Electron Partners,, with shared positions in $FCX, $PR, $GEHC, $PNW, $HPE, $HAL. The full ranking of 25 similar funds is below.

#1Perpetual LtdPassive
Notable overlap · 9 shared positions
$FCX$PR$GEHC$PNW$HPE$HAL
$6.5B
424 positions
#2Socorro Asset Management LPPassive
Notable overlap · 5 shared positions
$APD$BAC$JCI$PLD$XEL
$221M
32 positions
#3Electron Capital Partners, LLCActive
Notable overlap · 5 shared positions
$ETR$PCG$JCI$XEL$COHR
$2.6B
46 positions
#4DODGE & COXActive
Some overlap · 6 shared positions
$JCI$APD$FTV$GEHC$UNH$WFC
$182.0B
222 positions
#5Regal Partners LtdActive
Some overlap · 6 shared positions
$FCX$BAC$WYNN$WFC$SNY$GEHC
$1.8B
106 positions
#6CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$ETR$PCG$PLD$XEL$VICI
$6.7B
96 positions
#7PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$HPE$BAC$MCHP$WFC$MDT
$402M
112 positions
#8Merewether Investment Management, LPActive
Some overlap · 4 shared positions
$PR$ETR$XEL$FCX
$5.2B
79 positions
#9PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$BAC$PSA$PLD$WFC$AXP
$166M
72 positions
#10SIR Capital Management, L.P.Passive
Some overlap · 4 shared positions
$PR$FCX$XEL$HAL
$1.1B
88 positions
#11SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$GEHC$BAC$MDT$WFC
$3.0B
40 positions
#12Zimmer Partners, LPPassive
Some overlap · 4 shared positions
$ETR$PCG$XEL$PNW
$4.1B
125 positions
#13BlueCrest Capital Management LtdPassive
Some overlap · 5 shared positions
$BAC$PCG$MCHP$WFC$HPE
$1.7B
231 positions
#14Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$BAC$JCI$UNH$MDT$VICI
$9.8B
213 positions
#15RE ADVISERS CORPActive
Some overlap · 4 shared positions
$FCX$BAC$GEHC$UNH
$3.7B
111 positions
#16SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PNW$APD$MDT$WFC
$728M
79 positions
#17REAVES W H & CO INCActive
Some overlap · 4 shared positions
$ETR$PNW$XEL$COHR
$6.0B
90 positions
#18TKG Advisors, LLCPassive
Some overlap · 5 shared positions
$ETR$FCX$AXP$MDT$JCI
$242M
89 positions
#19CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$PLD$PNW$MCHP$UNH$APD
$5.0B
55 positions
#20Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$HPE$FCX$BAC$JCI
$223M
109 positions
#21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GEHC$UNH$MDT$WFC$APTV
$32.4B
465 positions
#22NAN FUNG TRINITY (HK) LtdPassive
Some overlap · 4 shared positions
$APD$GEHC$MCHP$UNH
$911M
62 positions
#23VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$APD$FTV$JCI$CCL
$35.7B
77 positions
#24DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$ETR$PSA$PLD$XEL
$9.6B
148 positions
#25Mondrian Investment Partners LTDActive
Some overlap · 5 shared positions
$BAC$PLD$UNH$WFC$SNY
$6.7B
103 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.