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Hedge Funds Similar to BARLOW WEALTH PARTNERS

13F Portfolio OverlapQ2 2026BARLOW WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

BARLOW WEALTH PARTNERS, INC. is an institutional investor managing $926M across 149 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 BARLOW WEALTH PARTNERS are Warther Private Wealth, Suncoast Equity, Birch Hill Investment Advisors, with shared positions in $ASML, $SCHW, $FTNT, $UBER, $MCK, $FICO. The full ranking of 25 similar funds is below.

#1Warther Private Wealth, LLCActive
Notable overlap · 7 shared positions
$ASML$SCHW$FTNT$UBER$MCK$FICO
$456M
50 positions
#2Suncoast Equity ManagementActive
Notable overlap · 8 shared positions
$GWW$MCK$TJX$ASML$UBER$NOW
$798M
63 positions
#3Birch Hill Investment Advisors LLCActive
Notable overlap · 6 shared positions
$TJX$ASML$VRTX$GWW$UBER$TT
$2.5B
211 positions
#4VectorGlobal IAG, Inc.
Notable overlap · 4 shared positions
$ASML$MCK$SCHW$CEG
$385M
134 positions
#5Townsend & Associates, IncActive
Notable overlap · 4 shared positions
$GWW$TJX$MCK$WRB
$1.2B
115 positions
#6Eurizon SLJ Capital LtdPassive
Notable overlap · 6 shared positions
$TJX$FTNT$VRTX$GWW$GRMN$ADBE
$271M
172 positions
#7Bey-Douglas LLC
Notable overlap · 7 shared positions
$GWW$MCK$INTU$UBER$CRM$ADBE
$115M
56 positions
#8JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 6 shared positions
$ASML$FTI$VRTX$SCHW$UBER$ADBE
$2.9B
77 positions
#9Ravenswood Partners LPActive
Notable overlap · 5 shared positions
$TJX$SCHW$ASML$INTU$NOW
$313M
36 positions
#10Elefante Mark BActive
Notable overlap · 5 shared positions
$TJX$SCHW$VRTX$UBER$ASML
$232M
60 positions
#11Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 4 shared positions
$TJX$SCHW$CEG$VRTX
$204M
67 positions
#12Investment Research & Advisory Group, Inc.Active
Notable overlap · 4 shared positions
$ASML$SCHW$UBER$CRM
$324M
314 positions
#13Delaney Dennis RActive
Notable overlap · 5 shared positions
$TJX$SCHW$VRTX$UBER$ASML
$314M
61 positions
#14Gibraltar Capital Management, Inc.Active
Notable overlap · 5 shared positions
$ASML$UBER$CRM$GRMN$ADBE
$650M
125 positions
#15Brentview Investment Management LLCActive
Notable overlap · 5 shared positions
$MLI$TJX$MCK$CEG$TT
$253M
63 positions
#16Titan Investment Solutions LtdActive
Notable overlap · 5 shared positions
$RACE$MCK$EME$UBER$NOW
$894M
60 positions
#17Advocacy Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SCHW$UBER$ASML$INTU$NOW
$2.8B
151 positions
#18Hemenway Trust Co LLCActive
Notable overlap · 5 shared positions
$TJX$VRTX$SCHW$UBER$ASML
$1.4B
135 positions
#19HughesLittle Investment Management Ltd.Smart money
Notable overlap · 3 shared positions
$ASML$SCHW$UBER
$577M
13 positions
#20Manhattan West Asset Management, LLCPassive
Notable overlap · 4 shared positions
$ASML$FTNT$UBER$INTU
$599M
185 positions
#21PUZO MICHAEL JPassive
Notable overlap · 5 shared positions
$TJX$VRTX$UBER$SCHW$ASML
$388M
66 positions
#22GENERAL AMERICAN INVESTORS CO INCActive
Notable overlap · 4 shared positions
$TJX$ASML$UBER$NOW
$1.7B
73 positions
#23Kinsale Capital Group, Inc.Active
Notable overlap · 3 shared positions
$SCHW$MCK$GWW
$754M
41 positions
#24SOMERVILLE KURT FActive
Notable overlap · 5 shared positions
$TJX$VRTX$SCHW$UBER$ASML
$419M
97 positions
#25Bristol Gate Capital Partners Inc.Active
Notable overlap · 4 shared positions
$MCK$EME$WRB$TT
$1.4B
33 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.