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Hedge Funds Similar to BALANCED WEALTH GROUP

13F Portfolio OverlapQ2 2026BALANCED WEALTH GROUP portfolio →
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Most similar hedge funds by 13F overlap

BALANCED WEALTH GROUP LLC is an institutional investor managing $316M across 78 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 BALANCED WEALTH GROUP are SIMS INVESTMENT, Shakespeare Wealth, Cassaday & Wealth, with shared positions in $ETV, $STT, $FE, $MAR, $SHW, $AEP. The full ranking of 25 similar funds is below.

#1SIMS INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ETV$STT$FE
$320M
39 positions
#2Shakespeare Wealth Management, LLCActive
Notable overlap · 5 shared positions
$STT$MAR$SHW$AEP$HBAN
$378M
79 positions
#3Cassaday & Co Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$STT$MAR$ABT
$5.3B
1,313 positions
#4American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$LHX$ABT
$109M
52 positions
#5Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$STT$DTB$AEP$DTM
$246M
210 positions
#6Capital Squared Financial LLCActive
Some overlap · 3 shared positions
$STT$MAR$AEP
$153M
87 positions
#7Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$DTB$DNP
$986M
227 positions
#8Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STT$COHR$PGR
$522M
147 positions
#9Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$ABT$PNC
$394M
99 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$SHW$ABT$PNC
$108M
52 positions
#11Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$FE$COHR
$254M
128 positions
#12CacheTech Inc.Passive
Some overlap · 3 shared positions
$STT$COHR$PGR
$618M
169 positions
#13Centennial Wealth Advisory LLCPassive
Some overlap · 3 shared positions
$STT$DTB$AEP
$486M
195 positions
#14TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$MAR$AEP
$686M
151 positions
#15Syntegra Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$STT$ABT$MAR
$1.3B
205 positions
#16LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$STT$ABT$AEP
$166M
274 positions
#17Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$STT$SHW$PGR
$242M
228 positions
#18Cordatus Wealth Management LLCPassive
Some overlap · 3 shared positions
$STT$SHW$PNC
$451M
160 positions
#19Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$STT$LHX$ABT$PNC
$202M
58 positions
#20GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$PNC$AEP
$1.2B
611 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$VLO$AEP
$487M
628 positions
#22Dougherty & Associates, LLCActive
Some overlap · 5 shared positions
$MAR$PGR$DTB$AEP$DTM
$125M
52 positions
#23Kinsale Capital Group, Inc.Active
Slight overlap · 3 shared positions
$MAR$SHW$PGR
$754M
41 positions
#24Asset Advisors Investment Management, LLCActive
Slight overlap · 3 shared positions
$MAR$SHW$ABT
$1.1B
108 positions
#25Sunburst Financial Group, LLCActive
Slight overlap · 3 shared positions
$COHR$MAR$PGR
$631M
136 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.