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Hedge Funds Similar to BLB&B Advisors,

13F Portfolio OverlapQ1 2026BLB&B Advisors, portfolio →
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Most similar hedge funds by 13F overlap

BLB&B Advisors, LLC is an institutional investor managing $2.4B across 272 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 BLB&B Advisors, are PARK NATIONAL /OH/, OSBORNE PARTNERS ,, QUEST INVESTMENT, with shared positions in $GEV, $ANET, $PANW, $CRM, $TJX, $WM. The full ranking of 25 similar funds is below.

#1PARK NATIONAL CORP /OH/Passive
Some overlap · 8 shared positions
$GEV$ANET$PANW$CRM$TJX$WM
$3.3B
381 positions
#2OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DJP$MKL$PANW$CRM$DHR
$1.9B
197 positions
#3QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MKL$GEV$ANET$PLD$PANW$DHR
$857M
122 positions
#4BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 7 shared positions
$MKL$PLD$TJX$WM$SYK$DHR
$618M
177 positions
#5M3 Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MKL$GEV$PANW$WM$SYK$O
$130M
35 positions
#6Sun Financial IncPassive
Some overlap · 6 shared positions
$GEV$ANET$PANW$CRM$TJX$CDNS
$200M
159 positions
#7NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$ANET$PANW$CRM$TJX$SYK$DHR
$326M
86 positions
#8EASTERN BANKPassive
Some overlap · 7 shared positions
$PLD$ANET$PANW$WM$MCD$PNC
$6.5B
1,038 positions
#9JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 6 shared positions
$GEV$ANET$PANW$TJX$CDNS$LIN
$477M
129 positions
#10Avalon Trust CoActive
Some overlap · 7 shared positions
$ANET$PANW$TJX$SYK$DHR$PNC
$1.5B
460 positions
#11CMH Wealth Management LLCPassive
Some overlap · 6 shared positions
$GEV$PANW$CRM$TJX$SYK$DHR
$583M
113 positions
#12TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$PLD$PANW$TJX$SYK$CDNS$PNC
$3.0B
230 positions
#13CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$GEV$PLD$TJX$WM$SYK$LIN
$2.9B
658 positions
#14ABN AMRO INVESTMENT SOLUTIONSActive
Some overlap · 7 shared positions
$PANW$GEV$WM$SYK$DHR$O
$7.7B
629 positions
#15Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$GEV$CRM$TJX$WM$MCD$DHR
$100M
54 positions
#16S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$GEV$PLD$CRM$MCD$DHR$LIN
$671M
178 positions
#17BLAIR WILLIAM & CO/ILPassive
Some overlap · 5 shared positions
$GEV$MKL$PANW$SYK$DHR
$34.9B
1,922 positions
#18Clearstead Trust, LLCPassive
Some overlap · 7 shared positions
$TJX$WM$SYK$MCD$O$LIN
$613M
981 positions
#19WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$GEV$ANET$PANW$TJX$SYK
$225M
71 positions
#20CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 5 shared positions
$MKL$ANET$GEV$PANW$MCD
$716M
261 positions
#21Fortis Capital Management LLCActive
Some overlap · 5 shared positions
$GEV$ANET$PANW$CRM$CDNS
$977M
211 positions
#22McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$GEV$ANET$PANW$TJX$LIN
$105M
91 positions
#23Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$ANET$PANW$WM$SYK$MCD$LIN
$1.2B
95 positions
#24NVWM, LLCPassive
Some overlap · 5 shared positions
$GEV$ANET$PANW$TJX$CDNS
$449M
747 positions
#25CIBC Bancorp USA Inc.Passive
Some overlap · 6 shared positions
$DJP$TJX$MCD$PLD$DHR$LIN
$74.4B
1,751 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.