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Hedge Funds Similar to Ronald Blue

13F Portfolio OverlapQ3 2026Ronald Blue portfolio →
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Most similar hedge funds by 13F overlap

Ronald Blue Trust, Inc. is an institutional investor managing $9.5B across 2,524 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 Ronald Blue are Fielder Group, Cushing Partners, Upper Left Wealth, with shared positions in $IAUM, $TPL, $IAU, $AFL, $SGOL, $SHW. The full ranking of 25 similar funds is below.

#1Fielder Capital Group LLCPassive
Notable overlap · 3 shared positions
$IAUM$TPL$IAU
$462M
303 positions
#2Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$AFL
$163M
113 positions
#3Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$IAUM$SGOL
$193M
68 positions
#4SFM, LLCActive
Some overlap · 3 shared positions
$IAUM$SHW$IAU
$199M
69 positions
#5Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$IAU$AFL$SGOL
$1.4B
275 positions
#6Atlas Wealth Partners, LLCActive
Some overlap · 4 shared positions
$TPL$IAU$SO$TFC
$92M
64 positions
#7LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$TPL$AFL$HCA
$360M
59 positions
#8Guardian Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$GPN$SO
$353M
30 positions
#9White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$SO
$829M
148 positions
#10BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$SO
$1.1B
768 positions
#11Northstar Financial Companies, Inc.Passive
Some overlap · 3 shared positions
$IAU$AFL$SO
$148M
117 positions
#12Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$GPN$SO
$229M
139 positions
#13Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$SO
$319M
123 positions
#14Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$SO
$510M
228 positions
#15Aspect Partners, LLCActive
Some overlap · 3 shared positions
$IAU$SGOL$IAUM
$264M
681 positions
#16Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$SO$HCA
$1.2B
127 positions
#17Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$SO$SHW
$275M
82 positions
#18Ballew Advisors, IncActive
Some overlap · 3 shared positions
$IAU$SO$TFC
$201M
133 positions
#19Cornerstone Management, Inc.Smart money
Some overlap · 4 shared positions
$GPN$AFL$SO$TFC
$673M
67 positions
#20Pinnacle Financial Partners, Inc.Active
Some overlap · 4 shared positions
$GPN$AFL$SO$PNFP
$14.7B
1,128 positions
#21Towerpoint Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$AFL$SHW
$284M
112 positions
#22Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$AFL$SO
$761M
333 positions
#23COURAGE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$HCA$PNFP
$67M
16 positions
#24Encompass More Asset ManagementPassive
Some overlap · 4 shared positions
$IAUM$SGOL$AFL$TPL
$712M
277 positions
#25LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$AFL$SO
$2.7B
633 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.