13F Pro

Hedge Funds Similar to Barry Investment Advisors

13F Portfolio OverlapQ2 2026Barry Investment Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Barry Investment Advisors, LLC is an institutional investor managing $478M across 102 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 Barry Investment Advisors are PARTNERS INVESTMENT GROUP, LLP, HOGE FINANCIAL SERVICES, Vantage Point Financial, with shared positions in $DOV, $PSX, $NVS, $MO, $PEP, $PFE. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$DOV$PSX$NVS
$2.8B
186 positions
#2HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$DOV$MO$PEP
$209M
83 positions
#3Vantage Point Financial LLCPassive
Notable overlap · 4 shared positions
$DOV$PFE$CB$MO
$328M
188 positions
#4TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$DOV$PFE$PEP
$667M
135 positions
#5Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$MO$GD
$336M
121 positions
#6Sageworth Trust CoActive
Notable overlap · 3 shared positions
$DOV$AZN$TTE
$2.5B
127 positions
#7PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$DOV$PFE$PEP
$728M
298 positions
#8AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$PSX$CB
$832M
230 positions
#9SIH Partners, LLLPActive
Notable overlap · 3 shared positions
$TTE$SNDK$AZN
$15.9B
320 positions
#10THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$TTE$AZN$PFE
$10.5B
139 positions
#11Three Bridge Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$GD$PEP
$399M
87 positions
#12BARINGS LLCSmart money
Notable overlap · 3 shared positions
$DOV$TTE$AZN
$5.6B
191 positions
#13Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$AZN$CB
$406M
308 positions
#14FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DOV$AEP$PFE$EPD
$149M
155 positions
#15New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$PFE$CB
$268M
50 positions
#16Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MO$PFE
$418M
232 positions
#17Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$SHEL$TTE$PFE$PEP
$797M
110 positions
#18Martin Capital Partners, LLCPassive
Some overlap · 6 shared positions
$TTE$PFE$PSX$AMGN$PEP$GD
$272M
72 positions
#19Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$PFE$PEP
$174M
176 positions
#20MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$PFE$PSX$SII$MO
$112M
100 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$NVS$GD
$637M
125 positions
#22Altrius Capital Management IncPassive
Some overlap · 6 shared positions
$TTE$PSX$GSK$MO$AZN$NVS
$526M
89 positions
#23First Bank & TrustPassive
Some overlap · 6 shared positions
$PFE$TTE$NGG$AMGN$AEP$PEP
$680M
270 positions
#24Basecamp Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$NVS$AZN
$537M
1,822 positions
#25Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$AMGN$EPD
$212M
171 positions

Compare Barry Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Barry Investment Advisors’s holdings

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.