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Hedge Funds Similar to BARRETT & COMPANY

13F Portfolio OverlapQ2 2026BARRETT & COMPANY portfolio →
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Most similar hedge funds by 13F overlap

BARRETT & COMPANY, INC. is an institutional investor managing $357M across 707 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 BARRETT & COMPANY are LCM, Fi3 FINANCIAL ADVISORS, Hopwood Financial Services, with shared positions in $MDY, $QCOM, $EMR, $LMT, $MET, $STX. The full ranking of 25 similar funds is below.

#1LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$QCOM$EMR$LMT
$230M
129 positions
#2Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$MET$QCOM$STX
$418M
232 positions
#3Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$EMR$QCOM$AON
$173M
92 positions
#4Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$MDY$MET$STX
$1.2B
92 positions
#5LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$QCOM$MET
$248M
91 positions
#6Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$LMT$QCOM
$471M
146 positions
#7DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MDY$MET$STX$ORI
$445M
204 positions
#8IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$BNY$AON
$725M
165 positions
#9Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$QCOM$LMT
$112M
85 positions
#10CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$MTB$MET
$165M
92 positions
#11BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$QCOM$EMR
$371M
394 positions
#12Shulman DeMeo Asset Management LLCSmart money
Some overlap · 4 shared positions
$MDY$QCOM$BNY$LMT
$535M
146 positions
#13ADIRONDACK TRUST COPassive
Some overlap · 3 shared positions
$MDY$QCOM$LMT
$336M
558 positions
#14CTC Alternative Strategies, Ltd.Passive
Some overlap · 4 shared positions
$HWM$QCOM$AON$BNY
$69M
83 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MTB$QCOM$BNY$LMT$MDY
$1.2B
106 positions
#16Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$MTB$QCOM$STX$BNY$LMT
$169M
84 positions
#17Meridian Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$LMT$CVS
$208M
146 positions
#18BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$MTB$QCOM$EMR$LMT
$2.5B
270 positions
#19PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$MDY$QCOM$MET$LMT
$601M
207 positions
#20Redhawk Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$MDY$HWM$BNY
$1.0B
408 positions
#21CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$HWM$EMR$STX
$569M
256 positions
#22WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$BNY$LMT
$340M
145 positions
#23RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MTB$EMR$LMT$CVS
$2.4B
181 positions
#24LAWOOD & COPassive
Some overlap · 3 shared positions
$MTB$QCOM$MET
$148M
95 positions
#25STAR Financial BankActive
Some overlap · 3 shared positions
$MDY$EMR$LMT
$245M
109 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.