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Hedge Funds Similar to Baring Financial

13F Portfolio OverlapQ2 2026Baring Financial portfolio →
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Most similar hedge funds by 13F overlap

Baring Financial LLC is an institutional investor managing $182M across 86 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 Baring Financial are Symmetry Investments, Glass Wealth, Stack Financial, with shared positions in $IBIT, $ASML, $CBRS, $BA, $LMT, $PSX. The full ranking of 25 similar funds is below.

#1Symmetry Investments LPActive
Some overlap · 4 shared positions
$IBIT$ASML$CBRS$BA
$1.5B
152 positions
#2Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$LMT$ASML$PSX$NOC
$299M
69 positions
#3Stack Financial Management, IncActive
Some overlap · 4 shared positions
$LMT$PSX$PCAR$WM
$1.3B
54 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LMT$ASML$DE$WM$CMI$BA
$1.3B
73 positions
#5Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$LMT$ASML$WM$NOC
$262M
58 positions
#6Trust Co of KansasActive
Some overlap · 3 shared positions
$LMT$ASML$DE
$195M
59 positions
#7Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$ASML$LMT$DE$CMI$MO
$336M
121 positions
#8Old West Investment Management, LLCPassive
Some overlap · 4 shared positions
$LMT$ASML$NOC$BA
$944M
124 positions
#9Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$IBIT$ASML$WM
$263M
80 positions
#10Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$LMT$PCAR$DE$PSX$CMI
$540M
77 positions
#11Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$LMT$ASML$PSX
$856M
89 positions
#12Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$DE$WM$NOC$BA
$142M
106 positions
#13Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$ASML$LMT$PCAR
$390M
86 positions
#14Alpha Zero LLCActive
Some overlap · 3 shared positions
$IBIT$ASML$WM
$264M
107 positions
#15Pachira Investments Inc.Active
Some overlap · 3 shared positions
$LMT$IBIT$NOC
$265M
78 positions
#16Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$LMT$ASML$CMI$MO
$7.6B
789 positions
#17CLOUGH CAPITAL PARTNERS L PPassive
Some overlap · 4 shared positions
$LMT$ASML$NOC$BA
$1.2B
102 positions
#18Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$ASML$PSX$DE$CMI
$465M
29 positions
#19Cane Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ASML$LMT$DE$NOC$BA
$253M
133 positions
#20RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$LMT$IBIT$DE
$969M
578 positions
#21Victrix Investment AdvisorsPassive
Some overlap · 3 shared positions
$LMT$ASML$BA
$239M
75 positions
#22DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$LMT$DE$WM$CMI$BA
$124M
100 positions
#23Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IBIT$DE$NOC
$534M
406 positions
#24Papamarkou Wellner Asset Management inc.Passive
Some overlap · 4 shared positions
$ASML$LMT$DE$MO
$159M
75 positions
#25Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IBIT$PCAR$DE$CMI$MO
$955M
337 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.