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Hedge Funds Similar to BARNES PETTEY FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026BARNES PETTEY FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BARNES PETTEY FINANCIAL ADVISORS, LLC is an institutional investor managing $319M across 175 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 BARNES PETTEY FINANCIAL ADVISORS are Lineweaver Wealth Advisors, Annex Advisory Services, Stratos Investment, with shared positions in $ALPS, $NEE, $DELL, $ASML, $ROK, $WELL. The full ranking of 25 similar funds is below.

#1Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ALPS$NEE$DELL$ASML
$845M
182 positions
#2Annex Advisory Services, LLCActive
Some overlap · 3 shared positions
$ALPS$NEE$ASML
$5.9B
356 positions
#3Stratos Investment Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$DELL$ASML
$2.8B
382 positions
#4Spectrum Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$ALPS$NEE$ASML
$245M
76 positions
#5Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$ALPS$ROK$WELL
$151M
184 positions
#6CAHABA WEALTH MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$RJF$AFL$DAL
$1.7B
158 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$NEE$RSG$UNP
$383M
74 positions
#8Sovereign Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$EPD$ROK$NEE
$533M
109 positions
#9SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 3 shared positions
$ALPS$DELL$NEE
$762M
147 positions
#10Davis Capital ManagementPassive
Some overlap · 4 shared positions
$RSG$ALL$FDX$UNP
$169M
1,270 positions
#11Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$DELL$ASML
$199M
176 positions
#12Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$NEE$ALL$FDX$AFL
$208M
86 positions
#13M. Kraus & CoPassive
Some overlap · 3 shared positions
$NEE$RSG$ROK
$377M
86 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$NEE$FDX$UNP
$1.3B
58 positions
#15LMG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$RJF$ALL$FDX$AFL
$626M
166 positions
#16Hixon Zuercher, LLCPassive
Some overlap · 3 shared positions
$NEE$DELL$UNP
$341M
88 positions
#17ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$NEE$EPD$ASML
$99M
22 positions
#18MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 3 shared positions
$RF$NEE$UNP
$332M
91 positions
#19Orion Investment CoActive
Some overlap · 4 shared positions
$NEE$UNP$ASML$EPD
$343M
73 positions
#20Summit Asset Management, LLCActive
Some overlap · 5 shared positions
$AZO$FDX$UNP$ROK$NEE
$780M
183 positions
#21Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$ALL$NEE$FDX$ASML
$134M
104 positions
#22BUCKHEAD CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$RJF$AZO$RSG$ROK
$292M
149 positions
#23William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$ALL$AZO$RJF$FDX
$208M
258 positions
#24DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$RJF$AZO$DELL$DAL
$2.4B
174 positions
#25Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$RF$AFL$EPD$ALPS
$114M
57 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.