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Hedge Funds Similar to Barbara Oil

13F Portfolio OverlapQ2 2026Barbara Oil portfolio →
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Most similar hedge funds by 13F overlap

Barbara Oil Co. is an institutional investor managing $297M across 73 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Barbara Oil are HAMEL ASSOCIATES, Walsky Investment, Greystone Financial Group, with shared positions in $BNY, $LMT, $UNP, $ITW, $EMR, $TXN. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive
Notable overlap · 4 shared positions
$BNY$LMT$UNP$ITW
$363M
92 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$BNY$UNP$EMR$TXN
$108M
52 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$BNY$EMR$LMT$TXN
$358M
74 positions
#4Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$EMR$UNP$LMT$ADI$ITW$TXN
$398M
113 positions
#5Davis Capital ManagementPassive
Some overlap · 4 shared positions
$BNY$UNP$ITW$LMT
$169M
1,270 positions
#6Welch Group, LLCPassive
Some overlap · 5 shared positions
$EMR$LMT$PFE$AJG$TXN
$2.9B
326 positions
#7Themes Management Co LLCPassive
Some overlap · 5 shared positions
$TDG$BA$LMT$LHX$BWXT
$151M
120 positions
#8Westchester Capital Management, Inc.Active
Some overlap · 4 shared positions
$BNY$LMT$PFE$BA
$555M
46 positions
#9LEVIN CAPITAL STRATEGIES, L.P.Passive
Some overlap · 4 shared positions
$BNY$UNP$BA$BWXT
$1.5B
262 positions
#10Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$UNP$LMT$EMR$ADI$TXN$LHX
$631M
271 positions
#11Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$EMR$ITW$AJG$APH$TXN
$5.9B
141 positions
#12Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$BNY$LMT$ADI$BMY$PFE
$327M
94 positions
#13Landmark Wealth Management, LLCActive
Some overlap · 6 shared positions
$EMR$LMT$BA$TXN$PFE$BMY
$418M
151 positions
#14LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$EMR$LMT$TXN$BA$ITW
$573M
129 positions
#15ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$EMR$UNP$PFE$TXN$BMY
$665M
122 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$EMR$PFE$AJG$TXN$BMY
$2.7B
54 positions
#17FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$ITW$AJG$ADI$APH$PGR$WSO
$4.8B
92 positions
#18Exchange BankPassive
Some overlap · 6 shared positions
$UNP$NSC$TXN$GL$BNY$BMY
$161M
130 positions
#19BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$EMR$LMT$BA$PFE$TXN
$263M
90 positions
#20Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$BNY$EMR$UNP$NSC
$287M
135 positions
#21CONNING INC.Passive
Some overlap · 5 shared positions
$ITW$UNP$BNY$LMT$BMY
$3.3B
327 positions
#22Cardinal Capital ManagementPassive
Some overlap · 4 shared positions
$BNY$EMR$ITW$IDXX
$826M
138 positions
#23Somerset Trust CoPassive
Some overlap · 5 shared positions
$ITW$NSC$EMR$ADI$LHX
$354M
186 positions
#24Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BNY$EMR$LMT
$297M
103 positions
#25Western Financial Corp/CAActive
Some overlap · 5 shared positions
$BNY$LMT$ADI$TXN$APH
$341M
132 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.