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 Bare Financial Services

13F Portfolio OverlapQ2 2026Bare Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Bare Financial Services, Inc is an institutional investor managing $436M across 1,784 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 Bare Financial Services are NI ACQUISITIONS COMPANY, WEST CHESTER ADVISORS, Compton Financial Group, with shared positions in $STBA, $FULT, $PNC, $PPL, $SNDK, $PFH. The full ranking of 25 similar funds is below.

#1NI ACQUISITIONS COMPANY, LLCActive

Some overlap · 6 shared positions

$STBA $FULT $PNC $PPL $SNDK $PFH

$234M

112 positions

#2WEST CHESTER CAPITAL ADVISORS, INCSmart money

Some overlap · 3 shared positions

$PNC $CEG $EXC

$150M

54 positions

#3Compton Financial Group, LLCActive

Some overlap · 4 shared positions

$PNC $CEG $PPL $EXC

$519M

84 positions

#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Slight overlap · 3 shared positions

$PNC $PPL $WPC

$2.5B

270 positions

#5Intergy Private Wealth, LLCActive

Slight overlap · 3 shared positions

$PNC $ASML $SNDK

$433M

147 positions

#6Legacy Advisors, LLCActive

Slight overlap · 3 shared positions

$FULT $PNC $ASML

$1.1B

337 positions

#7STANCE CAPITAL LLCPassive

Slight overlap · 3 shared positions

$PNC $SNDK $EXC

$328M

340 positions

#8STEVENS CAPITAL MANAGEMENT LPPassive

Slight overlap · 4 shared positions

$CEG $ASTS $SNDK $ASML

$417M

213 positions

#9NEW ENGLAND ASSET MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$PNC $PPL $EXC

$863M

131 positions

#10LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Slight overlap · 3 shared positions

$PNC $PPL $ASML

$213M

124 positions

#11United Capital Management of KS, Inc.Passive

Slight overlap · 3 shared positions

$CEG $ASTS $ASML

$763M

98 positions

#12Newton One Investments LLCActive

Slight overlap · 3 shared positions

$CEG $PPL $EXC

$397M

146 positions

#13Stewardship Advisors, LLCActive

Slight overlap · 4 shared positions

$FULT $PPL $PNC $ASML

$481M

175 positions

#14LIBERTY SQUARE WEALTH PARTNERS LLCActive

Slight overlap · 3 shared positions

$PNC $PPL $WPC

$420M

140 positions

#15United Financial Planning Group LLCActive

Slight overlap · 3 shared positions

$CEG $SNDK $EXC

$197M

465 positions

#16Veery Capital, LLCActive

Slight overlap · 3 shared positions

$CEG $ASML $EXC

$372M

100 positions

#17North Ridge Wealth Advisors, Inc.

Slight overlap · 3 shared positions

$PNC $F $ASML

$178M

193 positions

#18Prepared Retirement Institute LLCActive

Slight overlap · 3 shared positions

$CEG $PPL $ASML

$235M

94 positions

#19BARLOW WEALTH PARTNERS, INC.Active

Slight overlap · 3 shared positions

$CEG $ASML $PNC

$926M

149 positions

#20VICTORY CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$CEG $SNDK $ASML

$178.3B

2,482 positions

#21KPP Advisory Services LLCPassive

Slight overlap · 3 shared positions

$F $ASTS $ASML

$791M

362 positions

#22Alight Capital Management LPPassive

Slight overlap · 3 shared positions

$F $SNDK $ASML

$712M

83 positions

#23Hel Ved Capital Management LtdActive

Slight overlap · 3 shared positions

$F $SNDK $ASML

$1.4B

72 positions

#24Symmetry Investments LPActive

Slight overlap · 3 shared positions

$F $SNDK $ASML

$1.5B

152 positions

#25DC Investments Management, LLCActive

Slight overlap · 3 shared positions

$PPL $ASML $EXC

$293M

55 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.