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Hedge Funds Similar to BARR E S

13F Portfolio OverlapQ2 2026BARR E S portfolio →
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Most similar hedge funds by 13F overlap

BARR E S & CO is an institutional investor managing $1.8B across 112 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 BARR E S are INKWELL, Citadel Investment Advisory, BECK MACK & OLIVER, with shared positions in $MKL, $SCHW, $MCO, $AXP, $WFC, $MTD. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 5 shared positions
$MKL$SCHW$MCO$AXP$WFC
$96M
31 positions
#2Citadel Investment Advisory, Inc.Active
Notable overlap · 6 shared positions
$MKL$MCO$MTD$AXP$PEP$WFC
$220M
76 positions
#3BECK MACK & OLIVER LLCActive
Notable overlap · 5 shared positions
$SCHW$BX$AXP$MKL$BN
$5.1B
201 positions
#4Poehling Capital Management, INC.Passive
Notable overlap · 4 shared positions
$MKL$SCHW$PEP$WFC
$466M
166 positions
#5Adalta Capital Management LLCPassive
Notable overlap · 4 shared positions
$BX$AXP$MKL$BN
$228M
103 positions
#6Salvus Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$SCHW$AXP$BN$MKL$ORLY$EL
$178M
125 positions
#7Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$MKL$SCHW$TROW$PEP
$542M
162 positions
#8AVENIR CORPActive
Notable overlap · 3 shared positions
$MKL$ORLY$ADBE
$821M
79 positions
#9Lincoln Capital LLCActive
Notable overlap · 5 shared positions
$MKL$AXP$SCHW$MCO$PEP
$562M
137 positions
#10Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$MKL$BN$SCHW
$697M
199 positions
#11Buttonwood Financial Advisors Inc.Active
Notable overlap · 6 shared positions
$MKL$SCHW$BN$AXP$ADBE$PEP
$329M
110 positions
#12Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$MKL$BN$ORLY
$650M
24 positions
#13Crown Oak Advisors, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$MCO$MTD
$215M
23 positions
#14FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$MKL$BRO$BN
$4.8B
92 positions
#15Stony Point Wealth Management Inc.Passive
Notable overlap · 3 shared positions
$MKL$BX$PEP
$283M
103 positions
#16Aureus Asset Management, LLCPassive
Notable overlap · 4 shared positions
$SCHW$AXP$BX$GLPI
$1.6B
239 positions
#17Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MKL$ADBE$FCNCA
$213M
55 positions
#18Allen Investment Management, LLCActive
Notable overlap · 4 shared positions
$SCHW$MCO$BX$KKR
$8.4B
227 positions
#19Giverny Capital Inc.Active
Notable overlap · 4 shared positions
$SCHW$MKL$BRO$AXP
$3.0B
51 positions
#20Davidson Kahn Capital Management, LLCActive
Some overlap · 7 shared positions
$BN$MKL$BRO$BX$SCHW$SHW
$233M
72 positions
#21Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$SCHW$BX$ORLY
$189M
139 positions
#22Global Frontier Investments LLCActive
Some overlap · 5 shared positions
$MKL$AXP$KKR$SCHW$WFC
$581M
30 positions
#23Bradyco, Inc.Active
Some overlap · 4 shared positions
$MKL$AXP$PEP$WFC
$87M
33 positions
#24AKRE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$MCO$BN$ORLY$KKR
$5.1B
20 positions
#25SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$MKL$BN$ADBE
$3.0B
79 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.