What hedge funds are most similar to Ballast Asset Management, LP?

The funds with the most similar 13F portfolios to Ballast Asset Management, LP are Nitor, Pillsbury Lake, CANNELL, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ballast Asset

13F Portfolio OverlapQ2 2026Ballast Asset portfolio →

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Most similar hedge funds by 13F overlap

Ballast Asset Management, LP is an institutional investor managing $251M across 53 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 Asset are Nitor, Pillsbury Lake, CANNELL, with shared positions in $BELFA, $NRP, $EXP, $OZK, $CVCO, $GPGI. The full ranking of 20 similar funds is below.

#1Nitor Capital Management LLCSmart money

Notable overlap · 4 shared positions

$BELFA $NRP $EXP $OZK

$148M

24 positions

#2Pillsbury Lake Capital LLCPassive

Notable overlap · 4 shared positions

$CVCO $GPGI $TPB $SEI

$366M

43 positions

#3CANNELL CAPITAL LLCPassive

Some overlap · 3 shared positions

$GPGI $TPB $CVCO

$149M

36 positions

#4WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Some overlap · 3 shared positions

$AGM $EXP $OZK

$381M

32 positions

#5Meixler Investment Management, Ltd.Passive

Some overlap · 3 shared positions

$NRP $EXP $RGLD

$181M

90 positions

#6Copeland Capital Management, LLCPassive

Some overlap · 5 shared positions

$AZZ $LSTR $TPB $PATK $AGM

$4.9B

265 positions

#7FIRST SABREPOINT CAPITAL MANAGEMENT LPActive

Some overlap · 3 shared positions

$CVCO $TPB $KOS

$304M

27 positions

#8GeoSphere Capital Management, LLCActive

Some overlap · 3 shared positions

$SEI $KOS $CNR

$306M

46 positions

#9GOLDENTREE ASSET MANAGEMENT LPActive

Some overlap · 4 shared positions

$COLL $EPR $BLCO $GEO

$1.7B

31 positions

#10SPEECE THORSON CAPITAL GROUP INCActive

Some overlap · 3 shared positions

$AZZ $TEX $CASS

$468M

37 positions

#11Villanova Investment Management Co LLCPassive

Some overlap · 3 shared positions

$BCO $CNR $OZK

$105M

56 positions

#12Encompass Capital Advisors LLCActive

Some overlap · 3 shared positions

$SEI $CNR $LSTR

$2.8B

54 positions

#13CROWN ADVISORS MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$AZZ $CVCO $TPB

$182M

43 positions

#14BARD ASSOCIATES INCPassive

Some overlap · 3 shared positions

$GPGI $CLMB $RGLD

$451M

292 positions

#15Aristides Capital LLCPassive

Some overlap · 3 shared positions

$TPB $BCO $EXP

$514M

162 positions

#16Orchard Capital Management, LLCPassive

Some overlap · 3 shared positions

$MTUS $AZZ $SEI

$103M

44 positions

#17CORSAIR CAPITAL MANAGEMENT, L.P.Active

Slight overlap · 3 shared positions

$GPGI $BELFA $TPB

$800M

165 positions

#18KENNEDY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$TEX $AZZ $OZK $SEI

$5.6B

543 positions

#19DENALI ADVISORS LLCPassive

Slight overlap · 3 shared positions

$CCSI $MBIN $CBT

$993M

318 positions

#20Financial Strategies Group, Inc.Active

Slight overlap · 3 shared positions

$MTG $CNR $EXP

$628M

100 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.