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Hedge Funds Similar to Balance Wealth

13F Portfolio OverlapQ2 2026Balance Wealth portfolio →
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Most similar hedge funds by 13F overlap

Balance Wealth, LLC is an institutional investor managing $376M across 165 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 Balance Wealth are GAGNON SECURITIES, Somerset Group, Quad-Cities Investment Group, with shared positions in $ISRG, $ENSG, $CTRE, $PNTG, $CDNA, $WFC. The full ranking of 25 similar funds is below.

#1GAGNON SECURITIES LLCActive
Some overlap · 5 shared positions
$ISRG$ENSG$CTRE$PNTG$CDNA
$519M
83 positions
#2Somerset Group LLCActive
Some overlap · 3 shared positions
$WFC$BX$MCD
$142M
58 positions
#3Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$WFC$FCX$BX
$278M
209 positions
#4Bayesian Capital Management, LPPassive
Some overlap · 3 shared positions
$WFC$ISRG$MCD
$156M
223 positions
#5Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$BITB$VRT$SPCX
$227M
74 positions
#6Ankerstar Wealth, LLCPassive
Some overlap · 4 shared positions
$BITB$IBIT$BX$SPCX
$119M
989 positions
#7Palatine Hill Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$BITB$SPCX$IBIT
$124M
55 positions
#8SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$VRT$FCX
$255M
144 positions
#9UNIQUE WEALTH, LLCActive
Some overlap · 3 shared positions
$BITB$IBIT$MCD
$858M
201 positions
#10Eversept Partners, LPActive
Some overlap · 3 shared positions
$ENSG$CTRE$PNTG
$1.9B
120 positions
#11White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BITB$BX$MCD
$143M
89 positions
#12McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ISRG$VRT$VST
$199M
37 positions
#13DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ISRG$VRT$VST
$220M
35 positions
#14Magnus Financial Group LLCPassive
Slight overlap · 3 shared positions
$BITB$IBIT$BX
$1.4B
391 positions
#15Pictet & Cie (Europe) SAActive
Slight overlap · 3 shared positions
$ISRG$WFC$MCD
$5.1B
211 positions
#16NBZ Investment Advisors LLCActive
Slight overlap · 4 shared positions
$WFC$VRT$SPCX$BX
$256M
86 positions
#17Crystal Rock Capital ManagementActive
Slight overlap · 3 shared positions
$ISRG$VRT$SPCX
$196M
34 positions
#18MFA Wealth ServicesPassive
Slight overlap · 3 shared positions
$WFC$BX$MCD
$167M
134 positions
#19Cohen Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$WFC$BX$MCD
$223M
81 positions
#20True Vision MN LLC
Slight overlap · 3 shared positions
$WFC$VRT$FCX
$194M
98 positions
#21Traynor Capital Management, Inc.Active
Slight overlap · 3 shared positions
$ISRG$VRT$FCX
$2.2B
369 positions
#22Quantitative Investment Management, LLCPassive
Slight overlap · 3 shared positions
$ISRG$VST$IBIT
$917M
346 positions
#23Gallagher Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$ISRG$WFC$BX
$175M
71 positions
#24Peloton Wealth StrategistsPassive
Slight overlap · 3 shared positions
$ISRG$VRT$FCX
$271M
91 positions
#25ABNER HERRMAN & BROCK LLCActive
Slight overlap · 3 shared positions
$WFC$ISRG$MCD
$1.1B
111 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.