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 Balentine

13F Portfolio OverlapQ1 2026Balentine portfolio →

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Most similar hedge funds by 13F overlap

Balentine LLC is an institutional investor managing $2.5B across 219 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 Balentine are St. Louis, Triune Financial Partners,, ETF Portfolio Partners,, with shared positions in $EPAM, $MKL, $DHR, $DOV, $PM, $POWW. The full ranking of 25 similar funds is below.

#1St. Louis Trust CoActive

Slight overlap · 5 shared positions

$EPAM $MKL $DHR $DOV $PM

$856M

145 positions

#2Triune Financial Partners, LLCSmart money

Slight overlap · 4 shared positions

$EPAM $MKL $DHR $POWW

$421M

47 positions

#3ETF Portfolio Partners, Inc.Active

Slight overlap · 7 shared positions

$EPAM $MKL $DHR $COP $KO $DOV

$381M

68 positions

#4AlphaCore Capital LLCPassive

Slight overlap · 3 shared positions

$EPAM $MKL $DHR

$4.2B

1,202 positions

#5Mosaic Advisors LLCPassive

Slight overlap · 4 shared positions

$EPAM $MKL $COP $DOV

$67M

42 positions

#6Post Resch Tallon Group Inc.Passive

Slight overlap · 4 shared positions

$EPAM $MKL $COP $MS

$124M

120 positions

#7Sightline Wealth Advisors, LLCActive

Slight overlap · 5 shared positions

$EPAM $MKL $DHR $COP $MS

$236M

91 positions

#8Foundation Wealth Management, LLC\PAActive

Slight overlap · 4 shared positions

$EPAM $MKL $COP $UNH

$284M

91 positions

#9Gross & Hartman Investments LLCSmart money

Slight overlap · 4 shared positions

$EPAM $MKL $DOV $MS

$192M

72 positions

#10Waverly Advisors, LLCPassive

Slight overlap · 5 shared positions

$EPAM $MKL $DHR $KO $MS

$13.4B

1,620 positions

#11Safe Harbor Family Capital, LLCSmart money

Slight overlap · 3 shared positions

$EPAM $MKL $PM

$128M

55 positions

#12Tolleson Wealth Management, Inc.

Slight overlap · 3 shared positions

$EPAM $MKL $UNH

$693M

92 positions

#13Beaumont Asset Management, L.L.C.Active

Slight overlap · 3 shared positions

$EPAM $MKL $DHR

$222M

76 positions

#14VERITY Wealth AdvisorsActive

Slight overlap · 4 shared positions

$EPAM $MKL $DHR $COP

$150M

81 positions

#15Firestone Capital ManagementPassive

Slight overlap · 5 shared positions

$MKL $EPAM $DHR $COP $KO

$480M

160 positions

#16Vanguard National Trust CoActive

Slight overlap · 4 shared positions

$EPAM $MKL $DOV $UNH

$1.6B

751 positions

#17ASL Financial, LLCActive

Slight overlap · 4 shared positions

$EPAM $MKL $AGQ $MS

$125M

91 positions

#18FIRST HORIZON NATIONAL CORPPassive

Slight overlap · 3 shared positions

$EPAM $MKL $KO

$2.4B

1,465 positions

#19Greenline Partners, LLCActive

Slight overlap · 3 shared positions

$EPAM $MKL $COP

$930M

144 positions

#20TLWMSmart money

Slight overlap · 5 shared positions

$EPAM $DHR $COP $MS $UNH

$555M

69 positions

#21Stronghold Wealth Management L.L.C.Passive

Slight overlap · 4 shared positions

$EPAM $DHR $COP $PM

$66M

119 positions

#22Single Point Partners, LLCSmart money

Slight overlap · 3 shared positions

$EPAM $DHR $MKL

$503M

83 positions

#23Pitcairn Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$EPAM $DHR $AGQ

$1.1B

271 positions

#24TWIN FOCUS CAPITAL PARTNERS, LLCActive

Slight overlap · 4 shared positions

$EPAM $MKL $COP $DOV

$871M

173 positions

#25Moisand Fitzgerald Tamayo, LLCActive

Slight overlap · 3 shared positions

$EPAM $MKL $KO

$931M

518 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.