13F Pro

Hedge Funds Similar to BALANCED WEALTH GROUP

13F Portfolio OverlapQ1 2026BALANCED WEALTH GROUP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BALANCED WEALTH GROUP LLC is an institutional investor managing $279M across 73 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 BALANCED WEALTH GROUP are Idaho, Archvest Wealth Advisors,, FC Advisory, with shared positions in $MKL, $SCHW, $MAR, $HUM, $SHW, $BRZE. The full ranking of 25 similar funds is below.

#1Idaho Trust CoPassive
Some overlap · 3 shared positions
$MKL$SCHW$MAR
$308M
97 positions
#2Archvest Wealth Advisors, Inc.Active
Some overlap · 5 shared positions
$MKL$SCHW$HUM$SHW$BRZE
$155M
74 positions
#3FC Advisory LLCActive
Some overlap · 4 shared positions
$MKL$SCHW$HUM$BRZE
$342M
115 positions
#4SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$MKL$SCHW$HUM$BRZE
$103M
37 positions
#5PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 5 shared positions
$MKL$SCHW$MAR$HUM$BRZE
$1.6B
236 positions
#6INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$MKL$SCHW$PGR$BRZE
$98M
31 positions
#7DEFINE FINANCIAL, LLCSmart money
Some overlap · 3 shared positions
$MKL$SCHW$MAR
$184M
41 positions
#8Wrenne Financial Planning LLCSmart money
Some overlap · 4 shared positions
$MKL$SCHW$HUM$BRZE
$255M
49 positions
#9Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$MKL$SCHW$HUM
$480M
160 positions
#10SAGE FINANCIAL GROUP INCSmart money
Some overlap · 5 shared positions
$MKL$SCHW$BRZE$HUM$SHW
$1.5B
107 positions
#11BARR E S & COActive
Some overlap · 3 shared positions
$MKL$SCHW$SHW
$1.7B
108 positions
#12LRI Investments, LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$HUM
$1.1B
1,415 positions
#13BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$MKL$SCHW$BRZE
$259M
33 positions
#14Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$BRZE
$1.4B
58 positions
#15Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$MKL$SCHW$MAR$HUM$ABT
$151M
114 positions
#16VERITY Wealth AdvisorsActive
Some overlap · 4 shared positions
$MKL$SCHW$MAR$BRZE
$150M
81 positions
#17Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$MKL$SCHW$BRZE
$161M
47 positions
#18Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$MKL$SCHW$PGR
$494M
158 positions
#19Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MKL$SCHW$MAR
$252M
96 positions
#20Lincoln Capital LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$MAR
$528M
135 positions
#21Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$MKL$SCHW$HUM$BRZE
$365M
111 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MKL$SCHW$HUM$ABT$SHW
$280M
107 positions
#23Dunhill Financial, LLCPassive
Some overlap · 4 shared positions
$MKL$MAR$SCHW$HUM
$424M
1,857 positions
#24VSM Wealth Advisory, LLCPassive
Some overlap · 4 shared positions
$MKL$MAR$SCHW$HUM
$335M
505 positions
#25Frankly Finances, LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$BRZE
$110M
64 positions

Compare BALANCED WEALTH GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BALANCED WEALTH GROUP’s holdings

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.