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Hedge Funds Similar to Ballast Asset ,

13F Portfolio OverlapQ1 2026Ballast Asset , portfolio →
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Most similar hedge funds by 13F overlap

Ballast Asset Management, LP is an institutional investor managing $225M across 52 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 Ballast Asset , are Nitor, Meixler Investment , Ltd., Pillsbury Lake, with shared positions in $NRP, $BELFA, $EXP, $OZK, $CNR, $RGLD. The full ranking of 19 similar funds is below.

#1Nitor Capital Management LLCSmart money
Notable overlap · 5 shared positions
$NRP$BELFA$EXP$OZK$CNR
$130M
24 positions
#2Meixler Investment Management, Ltd.Passive
Notable overlap · 3 shared positions
$NRP$RGLD$EXP
$186M
93 positions
#3Pillsbury Lake Capital LLCPassive
Some overlap · 4 shared positions
$CVCO$TPB$CRTO$GPGI
$221M
32 positions
#4GeoSphere Capital Management, LLCActive
Some overlap · 3 shared positions
$SEI$KOS$CNR
$229M
42 positions
#5THOMIST CAPITAL MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$RGLD$CNR$GSM$KOS
$371M
57 positions
#6CANNELL CAPITAL LLCPassive
Some overlap · 3 shared positions
$TPB$GPGI$CVCO
$163M
41 positions
#7FIRST SABREPOINT CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$CVCO$TPB$KOS
$276M
29 positions
#8Villanova Investment Management Co LLCPassive
Some overlap · 3 shared positions
$CNR$BCO$OZK
$98M
56 positions
#9WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AGM$EXP$OZK
$347M
33 positions
#10Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$CNR$GSM$BRKR
$923M
123 positions
#11HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GEO$EXP$KN
$156M
41 positions
#12Orchard Capital Management, LLCActive
Some overlap · 4 shared positions
$MTUS$GSM$AZZ$SEI
$96M
46 positions
#13QSV Equity Investors LLC
Some overlap · 3 shared positions
$LSTR$OZK$BRKR
$68M
89 positions
#14Tejara Capital LtdPassive
Some overlap · 3 shared positions
$CNR$GEO$COLL
$303M
73 positions
#15Hodges Capital Management Inc.Passive
Some overlap · 3 shared positions
$EXP$GEO$OZK
$1.2B
204 positions
#16Copeland Capital Management, LLCPassive
Some overlap · 3 shared positions
$PATK$LSTR$AZZ
$4.5B
257 positions
#17Dalton Investments, Inc.Active
Some overlap · 3 shared positions
$EPSN$G$KOS
$103M
17 positions
#18KENNEDY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TEX$OZK$AZZ$PATK$SEI
$4.7B
535 positions
#19CORSAIR CAPITAL MANAGEMENT, L.P.Active
Slight overlap · 3 shared positions
$GPGI$TPB$BELFA
$673M
151 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.