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Hedge Funds Similar to Balanced Rock Investment Advisors

13F Portfolio OverlapQ1 2026Balanced Rock Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Balanced Rock Investment Advisors LLC is an institutional investor managing $143M across 96 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 Rock Investment Advisors are Madrid Wealth ,, Silver Coast Investments, LifeGoal Investments,, with shared positions in $MS, $SNOW, $NOW, $MUFG, $FSCO, $SCHW. The full ranking of 25 similar funds is below.

#1Madrid Wealth Management, LLCPassive
Substantial overlap · 5 shared positions
$MS$SNOW$NOW$MUFG$FSCO
$133M
70 positions
#2Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$MS$SNOW$SCHW$GILD
$313M
119 positions
#3LifeGoal Investments, LLCPassive
Notable overlap · 3 shared positions
$MS$SNOW$SNPS
$175M
112 positions
#4Valley Financial Group, Inc.Active
Notable overlap · 4 shared positions
$MS$SNOW$SCHW$FSCO
$185M
63 positions
#5Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$MS$SNOW$JHG
$415M
51 positions
#6Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MS$SNOW$NTRB
$331M
134 positions
#7Coign Capital Advisors LLCActive
Notable overlap · 3 shared positions
$MS$C$SCHW
$190M
80 positions
#8Summit Investment Advisory Services, LLCActive
Notable overlap · 3 shared positions
$MS$NTRB$MDT
$269M
81 positions
#9LFA - Lugano Financial Advisors SAActive
Notable overlap · 4 shared positions
$NOW$SNPS$AFRM$MUFG
$197M
223 positions
#10Scott Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$SNOW$C
$493M
58 positions
#11FC Advisory LLCActive
Notable overlap · 6 shared positions
$MS$SNOW$NTRB$SCHW$SNPS$AFRM
$342M
115 positions
#12American TrustActive
Notable overlap · 3 shared positions
$MS$SNOW$SCHW
$1.1B
313 positions
#13FFT WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$MS$SNPS$AFRM
$552M
99 positions
#14ProVise Management Group, LLCPassive
Notable overlap · 5 shared positions
$MS$C$SCHW$CCZ$MDT
$1.4B
261 positions
#15Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 3 shared positions
$MS$JHG$SCHW
$589M
590 positions
#16Greystone Financial Group, LLCPassive
Notable overlap · 4 shared positions
$SNPS$SNOW$MS$NOW
$353M
78 positions
#17Stanich Group LLCSmart money
Notable overlap · 3 shared positions
$NOW$MUFG$MS
$131M
47 positions
#18IMPACTfolio, LLCSmart money
Notable overlap · 3 shared positions
$NOW$MUFG$NU
$235M
35 positions
#19Laurel Wealth Planning LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$NU$AFRM
$190M
59 positions
#20Presidio Capital Management, LLCActive
Notable overlap · 3 shared positions
$MS$JHG$NOW
$344M
79 positions
#21NIGHTVIEW CAPITAL, LLCActive
Notable overlap · 3 shared positions
$MS$NOW$BEPC
$131M
15 positions
#22Forefront Analytics, LLCSmart money
Notable overlap · 3 shared positions
$NOW$MUFG$MDT
$110M
39 positions
#23Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MS$SNOW$NTRB
$174M
47 positions
#24Wealth Advisory Team LLC
Notable overlap · 3 shared positions
$NOW$SNOW$MUFG
$113M
39 positions
#25TME FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$MS$NTRB$MUFG$NOW$SNOW
$144M
65 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.