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Hedge Funds Similar to Balboa Wealth Partners

13F Portfolio OverlapQ3 2026Balboa Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Balboa Wealth Partners is an institutional investor managing $748M across 467 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 Balboa Wealth Partners are PRAKASH INVESTMENT ADVISORS, Benchmark Investment Advisors, Legacy Bridge, with shared positions in $STRL, $APP, $VRT, $PLTR, $NBIS, $GLW. The full ranking of 25 similar funds is below.

#1PRAKASH INVESTMENT ADVISORS LLCActive
Notable overlap · 9 shared positions
$STRL$APP$VRT$PLTR$NBIS$GLW
$165M
86 positions
#2Benchmark Investment Advisors LLCActive
Some overlap · 7 shared positions
$APP$ASML$VRT$PLTR$MRVL$CRWD
$228M
70 positions
#3Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$STRL$ASML$VRT$PLTR$NBIS
$324M
322 positions
#4DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$STRL$APP$VRT$ASML$MRVL
$220M
35 positions
#5Riggs Asset Managment Co. Inc.Passive
Some overlap · 7 shared positions
$STRL$PLTR$VRT$GLW$MRVL$AXP
$560M
132 positions
#6LONE PINE CAPITAL LLCActive
Some overlap · 5 shared positions
$STRL$APP$ASML$NBIS$GLW
$16.4B
34 positions
#7Geneva Partners, LLCPassive
Some overlap · 5 shared positions
$STRL$VRT$ASML$GLW$MRVL
$334M
81 positions
#8Broadleaf Partners, LLCPassive
Some overlap · 5 shared positions
$APP$VRT$ASML$PLTR$MRVL
$517M
86 positions
#9HARTLINE INVESTMENT CORP/Active
Some overlap · 8 shared positions
$VRT$PLTR$APP$GLW$STRL$MRVL
$1.1B
115 positions
#10BankChampaign, National AssociationPassive
Some overlap · 5 shared positions
$VRT$ASML$STRL$PLTR$MRVL
$120M
202 positions
#11Bay Rivers GroupPassive
Some overlap · 5 shared positions
$STRL$MDY$PLTR$APP$BA
$293M
126 positions
#12Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$VRT$PLTR$MRVL$CRWD$NOW
$323M
177 positions
#13Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$PLTR$NBIS$CRWD
$819M
339 positions
#14Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$VRT$MDY$PLTR$GLW$CRWD
$808M
315 positions
#15SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APP$ASML$VRT$MRVL
$254M
141 positions
#16WILLNER & HELLER, LLCPassive
Some overlap · 5 shared positions
$ASML$PLTR$APP$VRT$CRWD
$160M
165 positions
#17Mason & Associates IncActive
Some overlap · 6 shared positions
$ASML$PLTR$VRT$GLW$CRWD$NOW
$619M
161 positions
#18UNICOM Systems, Inc.Active
Some overlap · 5 shared positions
$ASML$APP$PLTR$GLW$MRVL
$1.5B
39 positions
#19Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$ASML$VRT$GLW$AXP$CRWD$NOW
$115M
89 positions
#20Innovative Asset Advisors Group, LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$PLTR$NBIS$GLW
$229M
287 positions
#21FCF Advisors LLCPassive
Some overlap · 3 shared positions
$STRL$APP$VRT
$544M
58 positions
#22Greenline Wealth Management LLCPassive
Some overlap · 6 shared positions
$VRT$PLTR$STRL$NBIS$MRVL$CRWD
$122M
131 positions
#23Kultura Capital Management LPActive
Some overlap · 5 shared positions
$ASML$APP$PLTR$NBIS$CRWD
$553M
66 positions
#24Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$VRT$APP$PLTR$CRWD$NOW
$120M
92 positions
#25Steadview Capital Management LLCActive
Some overlap · 4 shared positions
$APP$ASML$PLTR$NBIS
$333M
14 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.