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Hedge Funds Similar to Balboa Wealth Partners

13F Portfolio OverlapQ1 2026Balboa Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Balboa Wealth Partners is an institutional investor managing $596M across 455 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 Balboa Wealth Partners are Markin Volterra Fund, Gunderson, ZEVENBERGEN INVESTMENTS, with shared positions in $AMD, $PLTR, $MU, $VRT, $ASML, $APP. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$AMD$PLTR$MU$VRT$ASML
$65M
34 positions
#2Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$AMD$PLTR$MU$ASML
$239M
46 positions
#3ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$AMD$MU$VRT$APP
$3.5B
110 positions
#4AXS Investments LLCActive
Some overlap · 7 shared positions
$PLTR$MU$VRT$APP$ASML$UPST
$248M
189 positions
#5Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$AMD$MU$VRT$ASML
$206M
56 positions
#6PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AMD$PLTR$MU$BA
$143M
96 positions
#7PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$PLTR$MU$APP$VRT$STRL$AMD
$128M
80 positions
#8Rafferty Asset Management, LLCActive
Some overlap · 4 shared positions
$AMD$MU$ASML$PLTR
$24.6B
1,057 positions
#9Bay Rivers GroupPassive
Some overlap · 5 shared positions
$AMD$PLTR$MDY$STRL$BA
$240M
109 positions
#10Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$AMD$MU$MDY$BA
$234M
126 positions
#11Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$AMD$PLTR$ASML$VRT$MU$APP
$25.6B
60 positions
#12Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$AMD$PLTR$MU$BA
$157M
66 positions
#13STF Management LP
Some overlap · 5 shared positions
$AMD$PLTR$MU$APP$ASML
$107M
101 positions
#14KADENSA CAPITAL LtdActive
Some overlap · 4 shared positions
$AMD$PLTR$APP$UPST
$718M
39 positions
#15MAPLELANE CAPITAL, LLCActive
Some overlap · 4 shared positions
$AMD$MU$ASML$BA
$2.8B
64 positions
#16VERUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$AMD$PLTR$MU
$1.5B
469 positions
#17SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AMD$APP$MU$VRT$ASML
$229M
137 positions
#18ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$AMD$PLTR$VRT
$482M
38 positions
#19Carroll Investors, IncActive
Some overlap · 3 shared positions
$AMD$PLTR$VRT
$187M
31 positions
#20McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$AMD$PLTR$ASML
$885M
121 positions
#21Clear Street Group Inc.Active
Some overlap · 4 shared positions
$AMD$PLTR$APP$UPST
$24.6B
1,113 positions
#22Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$PLTR$MU$APP$VRT$ASML
$172M
76 positions
#23KRS Capital Management, LLCActive
Some overlap · 3 shared positions
$AMD$MU$PLTR
$163M
115 positions
#24Leonteq Securities AGPassive
Some overlap · 4 shared positions
$AMD$MU$PLTR$BA
$2.7B
1,279 positions
#25HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$AMD$PLTR$VRT$STRL
$909M
112 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.