How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ballentine Partners,

13F Portfolio OverlapQ1 2026Ballentine Partners, portfolio →

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Most similar hedge funds by 13F overlap

Ballentine Partners, LLC is an institutional investor managing $8.2B across 1,078 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ballentine Partners, are Fonville Wealth, Ravenswood Partners, Pioneer Wealth Group, with shared positions in $SCHW, $EPAM, $HUM, $SE, $GMM, $NU. The full ranking of 25 similar funds is below.

#1Fonville Wealth Management LLCPassive

Some overlap · 5 shared positions

$SCHW $EPAM $HUM $SE $GMM

$525M

138 positions

#2Ravenswood Partners LPPassive

Some overlap · 5 shared positions

$SCHW $NU $SE $MU $LRCX

$271M

35 positions

#3Pioneer Wealth Management GroupSmart money

Some overlap · 4 shared positions

$SCHW $NU $HUM $MKL

$357M

50 positions

#4TOBIAS FINANCIAL ADVISORS, INC.Active

Some overlap · 6 shared positions

$SCHW $HUM $GMM $MKL $SE $CTVA

$718M

143 positions

#5Coronation Fund Managers Ltd.Active

Some overlap · 3 shared positions

$SCHW $NU $SE

$2.2B

53 positions

#6Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$SCHW $HUM $EPAM $MKL

$480M

160 positions

#7BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$SCHW $HUM $NU $SE $CTVA

$129M

217 positions

#8Kagan Cocozza Asset ManagementActive

Some overlap · 4 shared positions

$SCHW $HUM $GMM $MKL

$142M

69 positions

#9D1 Capital Partners L.P.Active

Some overlap · 3 shared positions

$SCHW $NU $SE

$11.2B

44 positions

#10WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$SCHW $HUM $SE $GMM

$508M

107 positions

#11Idaho Trust CoPassive

Some overlap · 5 shared positions

$SCHW $SE $GMM $MKL $CTVA

$308M

97 positions

#12Kohmann Bosshard Financial Services, LLCActive

Some overlap · 4 shared positions

$SCHW $HUM $GMM $MKL

$1.2B

1,060 positions

#13Decker Retirement Planning Inc.Passive

Some overlap · 4 shared positions

$SCHW $HUM $MU $LRCX

$221M

284 positions

#14Conservest Capital Advisors, Inc.Active

Some overlap · 4 shared positions

$SCHW $EPAM $HUM $LRCX

$1.1B

127 positions

#15Garde Capital, Inc.Active

Some overlap · 4 shared positions

$SCHW $HUM $RL $EPAM

$1.7B

198 positions

#16Foundation Wealth Management, LLC\PAActive

Some overlap · 6 shared positions

$SCHW $EPAM $SE $GMM $MKL $CTVA

$284M

91 positions

#17Grey Fox Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$SCHW $GMM $MKL $CTVA $EPAM $HUM

$518M

140 positions

#18Creekside PartnersPassive

Some overlap · 4 shared positions

$SCHW $HUM $SE $MKL

$243M

183 positions

#19FC Advisory LLCActive

Some overlap · 4 shared positions

$SCHW $HUM $MKL $GMM

$342M

115 positions

#20Clarity Capital Advisors, LLCActive

Some overlap · 4 shared positions

$SCHW $HUM $GMM $MKL

$215M

95 positions

#21Partners in Financial PlanningActive

Some overlap · 4 shared positions

$SCHW $SE $GMM $MKL

$603M

122 positions

#22Pure Financial Advisors, LLCActive

Some overlap · 5 shared positions

$SCHW $SE $MKL $CTVA $GMM

$7.0B

572 positions

#23BOS Asset Management, LLCPassive

Some overlap · 4 shared positions

$SCHW $HUM $MU $LRCX

$392M

200 positions

#24Prospect Financial Group LLCActive

Some overlap · 3 shared positions

$SCHW $HUM $MU

$108M

63 positions

#25FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$SCHW $SE $MKL $MU

$293M

105 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.