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 BARINGS

13F Portfolio OverlapQ1 2026BARINGS portfolio →

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Most similar hedge funds by 13F overlap

BARINGS LLC is an institutional investor managing $6.2B across 179 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 BARINGS are WINEBRENNER, Towneley , / DE, IFC & Insurance Marketing,, with shared positions in $JHG, $SNOW, $UNIT, $COP, $DOV, $MAR. The full ranking of 25 similar funds is below.

#1WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $UNIT

$156M

139 positions

#2Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$JHG $COP $SNOW $DOV

$478M

42 positions

#3IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $MAR

$96M

72 positions

#4Traub Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $COP $SNOW $OKTA

$101M

130 positions

#5Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $COP $DOV $UNIT $MAR

$167M

92 positions

#6Miller Global Investments, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $HDB $CTRA

$121M

295 positions

#7Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $SE

$184M

157 positions

#8Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $SNOW $JHG $AZN

$1.3B

129 positions

#949 WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $JHG $COP

$1.3B

203 positions

#10Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $JHG $MAR

$1.8B

57 positions

#11Northeast Financial Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $COP

$404M

90 positions

#12TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $NU

$307M

76 positions

#13Investments & Financial Planning, LLCSmart money

Notable overlap · 4 shared positions

$COP $SNOW $DOV $UNIT

$184M

36 positions

#14Milestone Investment Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $NU

$414M

139 positions

#15Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $UNIT $SE $DOV

$1.4B

58 positions

#16Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $AZN

$806M

133 positions

#17PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$SNOW $COP $DOV $UNIT

$198M

106 positions

#18MATHER GROUP, LLC.Active

Notable overlap · 4 shared positions

$SNOW $COP $DOV $UNIT

$10.0B

1,896 positions

#19Grey Fox Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $MAR

$518M

140 positions

#20NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $COP $DOV

$247M

71 positions

#21Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $JHG $MAR

$320M

972 positions

#22Dynamic Financial GroupActive

Notable overlap · 5 shared positions

$JHG $SNOW $UNIT $SE $AON

$122M

69 positions

#23Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $COP $UNIT

$325M

57 positions

#24FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 3 shared positions

$COP $SNOW $AON

$464M

142 positions

#25CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $MAR

$156M

80 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.