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Hedge Funds Similar to May Barnhard Investments

13F Portfolio OverlapQ2 2026May Barnhard Investments portfolio →
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Most similar hedge funds by 13F overlap

May Barnhard Investments LLC is an institutional investor managing $247M across 88 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 May Barnhard Investments are Financial Engines Advisors L.L.C., ELEMENT POINTE ADVISORS, FLOW TRADERS U.S., with shared positions in $STT, $ODFL, $BNY, $MDY, $IAU, $TJX. The full ranking of 25 similar funds is below.

#1Financial Engines Advisors L.L.C.Active
Notable overlap · 4 shared positions
$STT$ODFL$BNY$MDY
$56.3B
552 positions
#2ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$BNY$MDY
$621M
90 positions
#3FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$IAU$MDY
$2.4B
979 positions
#4Powerhouse Assets LLCSmart money
Notable overlap · 4 shared positions
$STT$MDY$TJX$APH
$123M
57 positions
#5LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 4 shared positions
$STT$IAU$MDY$TJX
$248M
91 positions
#6Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$STT$IAU$TJX$BKNG
$246M
210 positions
#7LightSquare Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$STT$ODFL$APH
$145M
104 positions
#8Capital Squared Financial LLCActive
Some overlap · 3 shared positions
$STT$IAU$APH
$153M
87 positions
#9Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$IAU$TJX
$1.8B
529 positions
#10Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$STT$IAU$MDY
$309M
142 positions
#11Klingman & Associates, LLCActive
Some overlap · 3 shared positions
$STT$MDY$TJX
$2.3B
350 positions
#12Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$STT$MDY$APH
$151M
243 positions
#13Horizons Wealth Management
Some overlap · 3 shared positions
$STT$IAU$MDY
$152M
170 positions
#14FLAGSTAR ADVISORS INC.Active
Some overlap · 3 shared positions
$STT$IAU$MDY
$331M
177 positions
#15SSA SWISS ADVISORS AGPassive
Some overlap · 3 shared positions
$STT$MDY$IAU
$266M
107 positions
#16Mill Creek Capital Advisors, LLC
Some overlap · 3 shared positions
$STT$IAU$MDY
$4.9B
260 positions
#17Kure Advisory, LLCActive
Some overlap · 3 shared positions
$STT$IAU$APH
$211M
62 positions
#18Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IAU$BNY$MDY
$390M
162 positions
#19MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$MDY$TJX
$174M
78 positions
#20Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$IAU$STT$MDY
$122M
39 positions
#21Keystone Financial ServicesActive
Some overlap · 3 shared positions
$IAU$BNY$BKNG
$388M
131 positions
#22Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$ODFL$BNY$CPRT
$754M
41 positions
#23PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$IAU$MDY$STT
$1.7B
240 positions
#24DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$BNY$IAU$TJX
$421M
152 positions
#25LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$STT$IAU$BKNG
$166M
274 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.