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Hedge Funds Similar to Balanced Rock Investment Advisors

13F Portfolio OverlapQ2 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 $160M across 102 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 Rock Investment Advisors are LINCLUDEN LTD, LETKO, BROSSEAU & ASSOCIATES, Betterment, with shared positions in $TD, $BEPC, $C, $CCZ, $CRM, $MUFG. The full ranking of 25 similar funds is below.

#1LINCLUDEN MANAGEMENT LTDActive
Some overlap · 3 shared positions
$TD$BEPC$C
$1.0B
68 positions
#2LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 4 shared positions
$TD$C$CCZ$CRM
$6.8B
112 positions
#3Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$SNPS$NU
$59.1B
675 positions
#4Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$MUFG$NU$CRM
$353M
86 positions
#5Beutel, Goodman & Co Ltd.Active
Some overlap · 3 shared positions
$TD$MDT$AMGN
$13.6B
163 positions
#6IMPACTfolio, LLCSmart money
Some overlap · 3 shared positions
$MUFG$NU$AMGN
$266M
37 positions
#7HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$GM$CCZ$MDT$CRM
$34.3B
462 positions
#8Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$TD$GILD$CCZ$AMGN
$111M
62 positions
#9AMERICAN FINANCIAL GROUP INCActive
Some overlap · 4 shared positions
$C$CCZ$GPN$CRM
$284M
73 positions
#10Gold Investment Management Ltd.Passive
Some overlap · 3 shared positions
$TD$BEPC$C
$358M
198 positions
#11WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$C$GILD$MDT
$377M
44 positions
#12Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$C$GILD$MDT
$808M
73 positions
#13Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$C$CCZ$MDT$AMGN
$159M
62 positions
#14Impact Investors, IncActive
Some overlap · 3 shared positions
$MUFG$MELI$VEEV
$137M
88 positions
#15SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$C$GM$MDT
$3.2B
40 positions
#16Virtus Family Office LLCPassive
Some overlap · 5 shared positions
$SNPS$CCZ$VEEV$GILD$CRM
$126M
62 positions
#17Traub Capital Management LLCPassive
Some overlap · 4 shared positions
$C$SNPS$BUD$CCZ
$112M
132 positions
#18Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$GM$GILD$CRM
$405M
78 positions
#19Delaney Capital Management Ltd.Active
Some overlap · 3 shared positions
$TD$GM$CRM
$632M
53 positions
#20Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$TD$C$AMGN
$1.0B
204 positions
#21Patient Capital Management, LLCActive
Some overlap · 3 shared positions
$C$GM$GPN
$3.1B
40 positions
#22LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$CCZ$C$MDT$GILD$CRM
$141M
91 positions
#23Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$GILD$NU$AMGN$CRM
$796M
112 positions
#24Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$C$MDT$CRM$CCZ
$540M
90 positions
#25Hudson Portfolio Management LLCPassive
Some overlap · 4 shared positions
$TD$CCZ$AMGN$MDT
$132M
117 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.