13F Pro

Hedge Funds Similar to Ballentine Advisors,

13F Portfolio OverlapQ1 2026Ballentine Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ballentine Capital Advisors, Inc is an institutional investor managing $242M across 27 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 Ballentine Advisors, are Efficient Advisors,, Discipline Wealth Solutions,, Graetz Wealth, with shared positions in $SNOW, $UNIT, $FLEX. The full ranking of 8 similar funds is below.

#1Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNIT$FLEX
$1.4B
58 positions
#2Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$SNOW$FLEX$UNIT
$950M
192 positions
#3Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$SNOW$UNIT$FLEX
$112M
80 positions
#4TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Slight overlap · 3 shared positions
$SNOW$FLEX$UNIT
$26.0B
702 positions
#5Provident Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SNOW$FLEX$UNIT
$331M
134 positions
#6Walkner Condon Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$FLEX$SNOW$UNIT
$759M
322 positions
#7TIAA TRUST, NATIONAL ASSOCIATIONPassive
Slight overlap · 3 shared positions
$SNOW$UNIT$FLEX
$1.6B
390 positions
#8Pure Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$FLEX$SNOW$UNIT
$7.0B
572 positions

Compare Ballentine Advisors,’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 Ballentine Advisors,’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.