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 BARRETT & COMPANY,

13F Portfolio OverlapQ1 2026BARRETT & COMPANY, portfolio →

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Most similar hedge funds by 13F overlap

BARRETT & COMPANY, INC. is an institutional investor managing $291M across 651 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 BARRETT & COMPANY, are Firestone, Junk Investment Group,, Creekside Partners, with shared positions in $MKL, $HUM, $MDY, $DHR, $COP, $REGN. The full ranking of 25 similar funds is below.

#1Firestone Capital ManagementPassive

Notable overlap · 7 shared positions

$MKL $HUM $MDY $DHR $COP $REGN

$480M

160 positions

#2Junk Investment Group, LLCPassive

Some overlap · 4 shared positions

$MKL $HUM $MDY $IBM

$191M

88 positions

#3Creekside PartnersPassive

Some overlap · 5 shared positions

$MKL $HUM $COP $SCHW $IBM

$243M

183 positions

#4Sandy Cove Advisors, LLCPassive

Some overlap · 5 shared positions

$MKL $HUM $DHR $COP $IBM

$334M

144 positions

#5Compton Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$MKL $HUM $BAC

$449M

85 positions

#6Mosaic Advisors LLCPassive

Some overlap · 3 shared positions

$MKL $HUM $COP

$67M

42 positions

#7Evergreen Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MKL $HUM $REGN

$194M

54 positions

#8LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$HUM $DHR $MKL $MDY $SCHW

$1.0B

232 positions

#9Pinnacle Financial Group, LLC / ILPassive

Some overlap · 3 shared positions

$MKL $HUM $SCHW

$365M

111 positions

#10Riverview Capital Advisers, LLCPassive

Some overlap · 3 shared positions

$MKL $HUM $COP

$300M

86 positions

#11Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$MKL $HUM $SCHW $MDY

$269M

506 positions

#12GreatBanc Trust COActive

Some overlap · 3 shared positions

$MKL $HUM $BAC

$143M

67 positions

#13Kraft, Davis & Associates, LLCPassive

Some overlap · 3 shared positions

$MKL $HUM $COP

$469M

151 positions

#14TI-TRUST, INCPassive

Some overlap · 4 shared positions

$MKL $MDY $EMR $SCHW

$168M

128 positions

#15Post Resch Tallon Group Inc.Passive

Some overlap · 5 shared positions

$HUM $MKL $COP $REGN $IBM

$124M

120 positions

#16MilWealth Group LLCSmart money

Some overlap · 5 shared positions

$MKL $HUM $MDY $COP $BAC

$420M

81 positions

#17STONE LOFT WEALTH MANAGEMENT LLCActive

Some overlap · 3 shared positions

$MKL $HUM $COP

$140M

29 positions

#18FC Advisory LLCActive

Some overlap · 5 shared positions

$MKL $DHR $HUM $COP $SCHW

$342M

115 positions

#19Dentgroup LLC

Some overlap · 4 shared positions

$HUM $DHR $MKL $MDY

$146M

93 positions

#20Wilson & Boucher Capital Management, LLCPassive

Some overlap · 3 shared positions

$MKL $HUM $SCHW

$151M

114 positions

#21HANOVER ADVISORS INCActive

Some overlap · 5 shared positions

$HUM $MDY $BAC $SCHW $MKL

$246M

118 positions

#22Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$MKL $HUM $SCHW

$106M

79 positions

#23Financially in Tune, LLCActive

Some overlap · 3 shared positions

$MKL $HUM $IBM

$116M

77 positions

#24Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$HUM $MKL $IBM

$227M

74 positions

#25FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$MKL $DHR $BAC $COP $EMR

$133M

121 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.