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Hedge Funds Similar to Battery Global Advisors,

13F Portfolio OverlapQ1 2026Battery Global Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Battery Global Advisors, LLC is an institutional investor managing $186M across 154 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 Battery Global Advisors, are GCQ FUNDS PTY Ltd, Lindsell Train Ltd, XXEC,, with shared positions in $INTU, $VRSK, $FICO, $MSGS, $IAU, $GMM. The full ranking of 25 similar funds is below.

#1GCQ FUNDS MANAGEMENT PTY LtdActive
Notable overlap · 3 shared positions
$INTU$VRSK$FICO
$753M
11 positions
#2Lindsell Train LtdSmart money
Notable overlap · 4 shared positions
$INTU$FICO$VRSK$MSGS
$3.1B
27 positions
#3XXEC, Inc.Active
Some overlap · 3 shared positions
$INTU$VRSK$FICO
$571M
23 positions
#4WESCAP Management Group, Inc.Active
Some overlap · 6 shared positions
$IAU$GMM$UNIT$CI$GLW$COP
$508M
107 positions
#5NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$GMM$DOV$COP
$247M
71 positions
#6Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$GMM$DJP
$169M
68 positions
#7Pacific Park Financial, Inc.Active
Some overlap · 5 shared positions
$IAU$UNIT$DOV$MAR$COP
$153M
73 positions
#8Pillar Financial Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$UNIT$WPC$COP$DOV
$171M
106 positions
#9Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$IAU$GMM$MAR
$589M
138 positions
#10WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$UNIT$COP
$284M
123 positions
#11GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$IAU$UNIT$COP
$212M
87 positions
#12Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$IAU$UNIT$COP
$337M
117 positions
#13Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$UNIT$COP
$287M
188 positions
#14Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$UNIT$COP
$569M
204 positions
#15Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$UNIT$COP
$289M
98 positions
#16Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$CRWD$GLW
$175M
85 positions
#17Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$CRWD$MAR
$1.4B
114 positions
#18Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$DOV$__PARK_1390777$COP
$578M
118 positions
#19ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$GMM$MAR
$730M
215 positions
#20TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$GLW$COP
$871M
173 positions
#21Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$GMM$CI
$132M
408 positions
#22Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$IAU$DOV$MAR
$1.9B
248 positions
#23CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$UNIT$COP
$293M
1,255 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$DLR$COP
$218M
69 positions
#25RAM Investment Partners, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$MAR
$569M
121 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.