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Hedge Funds Similar to BARROW HANLEY MEWHINNEY & STRAUSS

13F Portfolio OverlapQ2 2026BARROW HANLEY MEWHINNEY & STRAUSS portfolio →
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Most similar hedge funds by 13F overlap

BARROW HANLEY MEWHINNEY & STRAUSS LLC is an institutional investor managing $33.0B across 369 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 BARROW HANLEY MEWHINNEY & STRAUSS are Perpetual Ltd, DODGE & COX, Oliver Luxxe Assets, with shared positions in $APTV, $FCX, $TEL, $GEHC, $HPE, $PNW. The full ranking of 25 similar funds is below.

#1Perpetual LtdPassive
Notable overlap · 10 shared positions
$APTV$FCX$TEL$GEHC$HPE$PNW
$7.0B
419 positions
#2DODGE & COXActive
Notable overlap · 8 shared positions
$SCHW$JCI$APD$FTV$TEL$GEHC
$191.0B
222 positions
#3Oliver Luxxe Assets LLCPassive
Notable overlap · 7 shared positions
$ETR$FCX$TEL$NXPI$XEL$SCHW
$680M
199 positions
#4FWL INVESTMENT MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$ETR$JCI$ENTG$CACI$APTV$SCHW
$545M
501 positions
#5Slate Path Capital LPActive
Notable overlap · 4 shared positions
$HPE$APTV$FCX$HUM
$7.2B
40 positions
#6WASHINGTON CAPITAL MANAGEMENT, INCActive
Some overlap · 7 shared positions
$MCHP$GEHC$HAL$APTV$FTV$HUM
$152M
113 positions
#7Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$XEL$APD$MCHP$UBER$WFC
$47.7B
212 positions
#8SCP Investment, LPActive
Some overlap · 6 shared positions
$XEL$UBER$PR$HAL$PCG$FCX
$108M
47 positions
#9Electron Capital Partners, LLCActive
Some overlap · 4 shared positions
$XEL$ETR$JCI$PCG
$2.5B
46 positions
#10VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$APD$FTV$SCHW$JCI
$35.1B
90 positions
#11Socorro Asset Management LPActive
Some overlap · 4 shared positions
$XEL$APD$JCI$AMT
$223M
33 positions
#12TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$APD$SCHW$ETR$AMT$WFC
$143M
104 positions
#13DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$XEL$ETR$PSA$AMT
$10.6B
162 positions
#14Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$JCI$APD$ETR$WFC$AXP
$297M
129 positions
#15HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$KDP$SCHW$GEHC$WFC
$75.4B
162 positions
#16LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$APD$SCHW$ENTG$TEL
$17.5B
169 positions
#17Harrison Street Private Wealth LLCActive
Some overlap · 4 shared positions
$XEL$ETR$AMT$PCG
$71M
21 positions
#18Ausbil Investment Management LtdPassive
Some overlap · 4 shared positions
$XEL$ETR$AMT$PCG
$221M
65 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PNW$APD$NXPI$WFC
$606M
79 positions
#20REAVES W H & CO INCActive
Some overlap · 4 shared positions
$XEL$ETR$PNW$AMT
$6.6B
94 positions
#21Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$APD$ETR$JCI$WFC
$520M
106 positions
#22ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$APD$XEL$KDP$TEL
$3.6B
244 positions
#23Regal Partners LtdActive
Some overlap · 5 shared positions
$FCX$SCHW$WYNN$WFC$UBER
$1.8B
122 positions
#24VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$FCX$MCHP$UBER$ABT
$838M
85 positions
#25Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$FCX$SCHW$UBER$WFC
$684M
359 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.