Hedge Funds Similar to May Barnhard Investments

13F Portfolio OverlapQ3 2026May Barnhard Investments portfolio →

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Most similar hedge funds by 13F overlap

May Barnhard Investments LLC is an institutional investor managing $243M across 87 U.S. equity positions as of Q3 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

$709M

91 positions

#3FLOW TRADERS U.S. LLCPassive

Notable overlap · 3 shared positions

$2.4B

979 positions

#4Powerhouse Assets LLCSmart money

Notable overlap · 4 shared positions

$STT $MDY $TJX $APH

$125M

54 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, LLCActive

Notable overlap · 3 shared positions

$STT $ODFL $APH

$145M

104 positions

#8Capital Squared Financial LLCActive

Some overlap · 3 shared positions

$153M

87 positions

#9Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$1.8B

529 positions

#10Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$309M

142 positions

#11Klingman & Associates, LLCActive

Some overlap · 3 shared positions

$2.4B

423 positions

#12Paladin Advisory Group, LLCPassive

Some overlap · 3 shared positions

$151M

243 positions

#13Horizons Wealth Management

Some overlap · 3 shared positions

$160M

165 positions

#14FLAGSTAR ADVISORS INC.Active

Some overlap · 3 shared positions

$330M

184 positions

#15SSA SWISS ADVISORS AGPassive

Some overlap · 3 shared positions

$266M

107 positions

#16Mill Creek Capital Advisors, LLC

Some overlap · 3 shared positions

$4.9B

260 positions

#17Kure Advisory, LLCActive

Some overlap · 3 shared positions

$216M

62 positions

#18Apeiron RIA LLCActive

Some overlap · 3 shared positions

$440M

136 positions

#19MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$171M

73 positions

#20Cooke Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$120M

38 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

$1.7B

236 positions

#24DELTA FINANCIAL ADVISORS LLCPassive

Some overlap · 3 shared positions

$425M

151 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.