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Hedge Funds Similar to Ballew Advisors,

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

Ballew Advisors, Inc is an institutional investor managing $194M across 129 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 Ballew Advisors, are VIAWEALTH,, REUTER JAMES WEALTH ,, Cushing Partners,, with shared positions in $AGQ, $JHG, $VLO, $COP, $USB, $IAU. The full ranking of 25 similar funds is below.

#1VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$AGQ$JHG$VLO$COP$USB
$180M
159 positions
#2REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AGQ$IAU$VLO$AJG$USB
$697M
218 positions
#3Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$IAU$DHR$USB$PSX
$130M
96 positions
#4Three Cord True Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$AGQ$JHG$IAU$USB$LKFT
$180M
39 positions
#5SMITH, MOORE & CO.Passive
Some overlap · 5 shared positions
$AGQ$JHG$IAU$USB$TME
$1.4B
558 positions
#6Lynx Investment AdvisoryPassive
Some overlap · 5 shared positions
$AGQ$IAU$JHG$COP$USB
$209M
181 positions
#7Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$IAU
$143M
104 positions
#8Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$IAU
$137M
74 positions
#94WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$AGQ$JHG$DHR$COP$USB
$117M
142 positions
#10Anson Capital, Inc.Passive
Some overlap · 4 shared positions
$AGQ$LKFT$COP$USB
$146M
90 positions
#11Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$AGQ$VLO$IAU$TME
$249M
57 positions
#12AXS Investments LLCActive
Some overlap · 4 shared positions
$AGQ$JHG$COP$ALPS
$248M
189 positions
#13Carrera Capital AdvisorsActive
Some overlap · 4 shared positions
$AGQ$JHG$COP$TME
$649M
188 positions
#14ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$LKFT$USB$TME
$237M
89 positions
#15Benchmark Financial, LLCActive
Some overlap · 5 shared positions
$AGQ$DHR$USB$COP$PSX
$111M
52 positions
#16Summit Financial Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$VLO$USB$ALPS
$705M
193 positions
#17Virtue Capital Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$JHG$COP$USB
$657M
322 positions
#18Stack Financial Management, IncActive
Some overlap · 4 shared positions
$AGQ$DHR$COP$PSX
$1.4B
52 positions
#19Advisory Resource GroupPassive
Some overlap · 5 shared positions
$JHG$VLO$DHR$COP$PSX
$581M
172 positions
#20MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 4 shared positions
$AGQ$LKFT$IAU$USB
$147M
52 positions
#21Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$AGQ$DHR$ARKO$ALPS
$106M
93 positions
#22J2 Capital Management IncActive
Some overlap · 4 shared positions
$AGQ$IAU$GSK$IBIT
$146M
116 positions
#23Fortis Advisors, LLCPassive
Some overlap · 6 shared positions
$AGQ$USB$COP$ALPS$TME$SO
$200M
119 positions
#24Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$ALPS
$367M
146 positions
#25Apollon Financial, LLCPassive
Some overlap · 4 shared positions
$AGQ$JHG$IAU$SO
$723M
260 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.