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Hedge Funds Similar to BALLAST ADVISORS

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

BALLAST ADVISORS LLC is an institutional investor managing $420M across 197 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 BALLAST ADVISORS are ACCOUNT, 10Elms LLP, Oxbow Advisors, with shared positions in $EPD, $SNPS, $BX, $STT, $PEP, $MCO. The full ranking of 25 similar funds is below.

#1ACCOUNT MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$EPD$SNPS$BX
$99M
22 positions
#210Elms LLPActive
Some overlap · 4 shared positions
$EPD$STT$BX$PEP
$236M
526 positions
#3Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$EPD$MCO$SLB
$1.2B
265 positions
#4OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$EPD$UBER$SYK$NVO
$385M
108 positions
#5Kampmann Melissa S.Active
Some overlap · 5 shared positions
$UBER$BX$ECL$SYK$FAST
$132M
44 positions
#6A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$EPD$PEP$SYK$NVO
$151M
100 positions
#7Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$EPD$ITW$NVO$FAST
$204M
95 positions
#8Nicollet Investment Management, Inc.Active
Some overlap · 6 shared positions
$SLB$UBER$ECL$TMO$MMM$FAST
$336M
77 positions
#9MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$EPD$SLB$BX$PEP
$167M
84 positions
#10Auto-Owners Insurance CoActive
Some overlap · 6 shared positions
$EPD$STT$PEP$MMM$SYK$TMO
$3.2B
78 positions
#11Cohen Capital Management, Inc.Active
Some overlap · 7 shared positions
$EPD$PEP$SYK$SNPS$TMO$MAR
$717M
154 positions
#12Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$BAH$NXPI$STT$BX
$202M
58 positions
#13SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 6 shared positions
$STT$BAH$SLB$PEP$TMO$DHR
$244M
321 positions
#14SCP Investment, LPActive
Some overlap · 3 shared positions
$UBER$SLB$BX
$108M
47 positions
#15Long Road Investment Counsel, LLCActive
Some overlap · 7 shared positions
$STT$ITW$PEP$SYK$TMO$MCO
$271M
80 positions
#16Privium Fund Management (UK) LtdActive
Some overlap · 3 shared positions
$UBER$SNPS$BX
$240M
29 positions
#17GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$SLB$STT$PEP$SYK$FAST
$1.2B
611 positions
#18NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$UBER$BX$SYK$EPD$NVO$MAR
$82M
37 positions
#19Rothschild Capital Partners, LLCActive
Some overlap · 3 shared positions
$EPD$STT$ECL
$467M
90 positions
#20Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$UBER$SLB$PEP$TMO$NVO
$271M
91 positions
#21Capital Investment Services of America, Inc.Active
Some overlap · 6 shared positions
$SNPS$ECL$ITW$SYK$DHR$FAST
$1.0B
83 positions
#22NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 7 shared positions
$SNPS$PEP$SYK$TMO$NVO$STT
$1.7B
110 positions
#23NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$UBER$SNPS$PEP$DHR
$595M
264 positions
#24FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$UBER$EPD$ITW
$698M
153 positions
#25Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$EPD$UBER$PEP
$178M
56 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.