13F Pro

Hedge Funds Similar to Ballast

13F Portfolio OverlapQ3 2026Ballast portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ballast, Inc. is an institutional investor managing $536M across 168 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ballast are CANTOR FITZGERALD INVESTMENT ADVISORS, Signature Wealth Group, Stiles Financial Services, with shared positions in $GLW, $TXN, $TGT, $TRV, $DUK, $TFC. The full ranking of 25 similar funds is below.

#1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 8 shared positions
$GLW$TXN$TGT$TRV$DUK$TFC
$3.3B
229 positions
#2Signature Wealth Management Group
Some overlap · 7 shared positions
$TXN$TGT$TFC$BA$KMB$VLO
$263M
128 positions
#3Stiles Financial Services IncPassive
Some overlap · 6 shared positions
$GLW$TXN$TGT$NTRS$DUK$VLO
$398M
183 positions
#4Victrix Investment AdvisorsPassive
Some overlap · 6 shared positions
$TXN$TGT$DUK$CB$BA$DIS
$246M
74 positions
#5V. M. MANNING & CO., INC.Active
Some overlap · 6 shared positions
$DE$TGT$DUK$BA$DIS$KMB
$117M
53 positions
#6Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$DE$GLW$TGT$DUK$ED
$330M
128 positions
#7LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$DUK$TXN$CB$DE$TRV$MDLZ
$1.0B
154 positions
#8Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$TGT$TRV$DUK$TFC$CB
$10.2B
208 positions
#9ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 5 shared positions
$GLW$TXN$TGT$DUK$VLO
$194M
122 positions
#10DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$DE$TXN$TGT$DIS$NKE
$275M
99 positions
#11Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$TRV$DUK$TFC$TGT$CB
$148M
110 positions
#12Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$GLW$TRV$DUK$BA$DIS
$1.6B
215 positions
#13KLCM Advisors, Inc.Active
Some overlap · 6 shared positions
$TFC$BA$NKE$KMB$HAL$DIS
$1.3B
299 positions
#14CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$DE$TXN$DUK$CB$MDLZ
$767M
184 positions
#15Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$TGT$DUK$CB$MDLZ
$583M
131 positions
#16Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 5 shared positions
$DE$TXN$TFC$DIS$VLO
$995M
677 positions
#17Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$DE$TRV$BA$DIS$DD
$1.0B
765 positions
#18Welch Group, LLCPassive
Some overlap · 5 shared positions
$TXN$TFC$ED$KMB$DE
$2.9B
326 positions
#19KWMG, LLCPassive
Some overlap · 5 shared positions
$GLW$TRV$BA$KMB$VLO
$1.4B
155 positions
#20CACTI ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GLW$CB$BA$DIS$NKE
$1.9B
79 positions
#21Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$DE$TXN$TGT$TRV
$1.1B
204 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$DE$DUK$BA$TXN$GLW
$263M
90 positions
#23Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$TXN$DUK$CB$VLO$KMB
$122M
92 positions
#24Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$DE$TRV$DUK$TFC
$119M
84 positions
#25BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$DE$GLW$TXN$BA
$4.1B
151 positions

Compare Ballast’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ballast’s holdings

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.