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Hedge Funds Similar to Barnes Wealth Group

13F Portfolio OverlapQ2 2026Barnes Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Barnes Wealth Management Group, Inc is an institutional investor managing $216M across 195 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 Wealth Group are High Point Wealth, Griffith & Werner, Paradigm, with shared positions in $WFC, $IAU, $GILD, $DUK, $AEP, $ED. The full ranking of 25 similar funds is below.

#1High Point Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WFC$IAU$GILD$DUK$AEP$ED
$122M
250 positions
#2Griffith & Werner, Inc.Passive
Some overlap · 6 shared positions
$WFC$GILD$T$PFE$DUK$VZ
$213M
71 positions
#3Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$WFC$T$PFE$DUK$AMGN$VZ
$116M
65 positions
#4Plan Group Financial, LLCPassive
Some overlap · 7 shared positions
$IAU$T$PFE$SGOL$DUK$VZ
$486M
249 positions
#5SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WFC$IAU$GILD$VZ
$296M
134 positions
#6Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$WFC$T$PFE$AMGN$TRV
$1.0B
765 positions
#7NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$WFC$T$DUK$AMGN$VZ
$863M
131 positions
#8Kagan Cocozza Asset ManagementActive
Some overlap · 5 shared positions
$WFC$PFE$DUK$VZ$ED
$160M
67 positions
#9True Vision MN LLC
Some overlap · 5 shared positions
$WFC$IAU$PLTR$GILD$TRV
$194M
98 positions
#10SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$WFC$T$PFE$AMGN$VZ$AEP
$606M
79 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$WFC$GILD$T$PFE$DUK$AMGN
$1.3B
58 positions
#12ETF Store, Inc.Passive
Some overlap · 6 shared positions
$IAU$PLTR$PFE$SGOL$AMGN$VZ
$120M
114 positions
#13Bridgewealth Advisory Group, LLCActive
Some overlap · 6 shared positions
$IAU$WFC$T$AMGN$PFE$TRV
$530M
141 positions
#14Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$WFC$T$PFE$DUK$AMGN$VZ
$739M
344 positions
#15North Forty Two & Co.Passive
Some overlap · 4 shared positions
$WFC$IAU$GILD$AMGN
$118M
104 positions
#16DCM Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$T$PFE$VZ
$253M
38 positions
#17Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$WFC$IAU$DUK
$362M
116 positions
#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WFC$T$DUK$VZ
$233M
122 positions
#19WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 4 shared positions
$WFC$T$AMGN$VZ
$227M
181 positions
#20EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$WFC$T$VZ$TRV
$5.2B
76 positions
#21Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$WFC$T$PFE$AMGN$VZ
$882M
88 positions
#22Kuhn & Co Investment CounselPassive
Some overlap · 4 shared positions
$WFC$DUK$AMGN$AEP
$173M
149 positions
#23HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$WFC$GILD$T$VZ
$323M
168 positions
#24R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$WFC$AMGN$TRV$VZ$PLTR
$133M
47 positions
#25Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$WFC$T$PFE$DUK$AMGN$VZ
$347M
138 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.