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Hedge Funds Similar to Balentine

13F Portfolio OverlapQ2 2026Balentine portfolio →
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Most similar hedge funds by 13F overlap

Balentine LLC is an institutional investor managing $2.8B across 243 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 Balentine are Permanens, EAGLE, Granger, with shared positions in $DOV, $MELI, $ASML, $COP, $DHR, $SPGI. The full ranking of 25 similar funds is below.

#1Permanens Capital L.P.Active
Slight overlap · 9 shared positions
$DOV$MELI$ASML$COP$DHR$SPGI
$972M
100 positions
#2EAGLE CAPITAL MANAGEMENT LLCActive
Slight overlap · 8 shared positions
$MELI$ASML$COP$DHR$SPGI$HUM
$32.7B
56 positions
#3Granger Management LLCActive
Slight overlap · 6 shared positions
$MELI$ASML$COP$DHR$SPGI$HUM
$323M
15 positions
#4American Money Management, LLCPassive
Slight overlap · 5 shared positions
$TPL$PM$ASML$DHR$SPGI
$700M
174 positions
#5FIRST MANHATTAN CO. LLC.Active
Slight overlap · 5 shared positions
$TPL$PM$ASML$DHR$SPGI
$39.2B
742 positions
#6NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Slight overlap · 5 shared positions
$TPL$DOV$ASML$DHR$ANET
$595M
264 positions
#7Toroso Investments, LLCPassive
Slight overlap · 5 shared positions
$MELI$ASML$COP$DHR$ANET
$57.8B
2,594 positions
#8Fisher Funds Management LTDActive
Slight overlap · 5 shared positions
$MELI$ASML$DHR$SPGI$HUM
$3.4B
170 positions
#9Douglass Winthrop Advisors, LLCActive
Slight overlap · 4 shared positions
$TPL$DOV$ASML$SPGI
$5.8B
308 positions
#10Vantus Wealth LLCPassive
Slight overlap · 4 shared positions
$DOV$PM$ASML$COP
$187M
236 positions
#11AA Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$DOV$PM$ASML$COP
$840M
251 positions
#12HOWLAND CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$TPL$MELI$DHR$SPGI
$2.9B
286 positions
#13Athena Wealth Management, LLCActive
Slight overlap · 4 shared positions
$PM$MELI$ASML$COP
$139M
103 positions
#14Capital International InvestorsActive
Slight overlap · 4 shared positions
$PM$MELI$ASML$COP
$483.6B
446 positions
#15Sustainable Growth Advisers, LPActive
Slight overlap · 5 shared positions
$MELI$DHR$SPGI$ANET$SAP
$9.9B
49 positions
#16Tanager Wealth Management LLPActive
Slight overlap · 4 shared positions
$DOV$PM$ASML$COP
$1.2B
182 positions
#17Pictet North America Advisors SAActive
Slight overlap · 4 shared positions
$DOV$MELI$ASML$SPGI
$1.2B
189 positions
#18Bogart Wealth, LLCPassive
Slight overlap · 4 shared positions
$PM$MELI$ASML$SPGI
$2.9B
2,011 positions
#19CLOVERFIELDS CAPITAL GROUP, LPPassive
Slight overlap · 4 shared positions
$PM$MELI$ASML$SPGI
$331M
90 positions
#20Curated Wealth Partners LLCActive
Slight overlap · 4 shared positions
$TPL$PM$SPGI$ANET
$1.2B
567 positions
#21Resurgent Financial Advisors LLCPassive
Slight overlap · 4 shared positions
$TPL$ASML$COP$SPGI
$360M
316 positions
#22Synergy Financial Group, LTDPassive
Slight overlap · 4 shared positions
$DOV$MELI$ASML$ANET
$139M
119 positions
#23Yarbrough Capital, LLCSmart money
Slight overlap · 4 shared positions
$DOV$MELI$ASML$ANET
$3.6B
81 positions
#24Daybright Advisory Services, Inc.Active
Slight overlap · 4 shared positions
$DOV$PM$ASML$ANET
$419M
145 positions
#25Phraction Management LLCActive
Slight overlap · 4 shared positions
$PM$ASML$DHR$SPGI
$545M
67 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.