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 Ballast,

13F Portfolio OverlapQ1 2026Ballast, portfolio →

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Most similar hedge funds by 13F overlap

Ballast, Inc. is an institutional investor managing $530M across 156 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 Ballast, are Evergreen Wealth ,, VSM Wealth Advisory,, Berkeley Partners,, with shared positions in $KKR, $MKL, $REGN, $UNH, $MAR, $DUK. The full ranking of 25 similar funds is below.

#1Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $REGN $UNH

$194M

54 positions

#2VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $MKL $MAR

$335M

505 positions

#3Berkeley Capital Partners, LLCActive

Notable overlap · 5 shared positions

$KKR $MKL $DUK $CB $MAR

$431M

184 positions

#4FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$KKR $MKL $MAR $BA $DE

$133M

121 positions

#5Decker Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $REGN $DUK

$441M

105 positions

#6HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $AMD $MAR

$238M

142 positions

#7Granby Capital Management, LLCActive

Notable overlap · 3 shared positions

$MKL $REGN $AMD

$174M

14 positions

#8Stony Point Wealth Management Inc.Passive

Notable overlap · 4 shared positions

$MKL $KKR $MAR $TXN

$252M

96 positions

#9Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $KKR $CB

$325M

57 positions

#10Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $DUK $CB

$123M

111 positions

#11ETF Portfolio Partners, Inc.Active

Notable overlap · 4 shared positions

$MKL $KKR $TXN $UNH

$381M

68 positions

#12Grange Capital, LLCActive

Notable overlap · 3 shared positions

$MKL $KKR $AMD

$100M

46 positions

#13Junk Investment Group, LLCPassive

Notable overlap · 5 shared positions

$MKL $KKR $MAR $TFC $TXN

$191M

88 positions

#14Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$KKR $MAR $MU $UNH

$358M

716 positions

#15TI-TRUST, INCPassive

Notable overlap · 6 shared positions

$MKL $KKR $DE $DUK $ED $HON

$168M

128 positions

#16Safe Harbor Family Capital, LLCSmart money

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$128M

55 positions

#17Round Rock Advisors, LLCPassive

Notable overlap · 5 shared positions

$KKR $CB $UNH $MAR $HON

$654M

318 positions

#18KDT Advisors, LLCPassive

Notable overlap · 3 shared positions

$KKR $MKL $HON

$63M

69 positions

#19DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $MAR $TRV

$461M

353 positions

#20Quaker Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KKR $MAR $TXN $CB $HON

$320M

972 positions

#21Gross & Hartman Investments LLCSmart money

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$192M

72 positions

#22Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$KKR $MKL $DE

$90M

65 positions

#23Lincoln Capital LLCActive

Notable overlap · 5 shared positions

$MKL $MAR $TRV $CB $DE

$528M

135 positions

#24SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$KKR $MAR $MU $AMD $MKL

$272M

554 positions

#25White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$721M

145 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.