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Hedge Funds Similar to Balance Wealth,

13F Portfolio OverlapQ1 2026Balance Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Balance Wealth, LLC is an institutional investor managing $322M across 149 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 Balance Wealth, are Lionsbridge Wealth, Asset Group,, Grey Fox Wealth Advisors,, with shared positions in $GRWG, $COP, $SNOW, $USB, $GSAT, $VST. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCPassive
Notable overlap · 6 shared positions
$GRWG$COP$SNOW$USB$GSAT$VST
$99M
59 positions
#2Asset Management Group, Inc.Passive
Notable overlap · 5 shared positions
$UNIT$COP$SNOW$DDOG$MAR
$619M
138 positions
#3Grey Fox Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$COP$SNOW$DDOG$MAR
$518M
140 positions
#4Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$SNOW
$1.4B
58 positions
#5Clear Retirement Advice LLCActive
Notable overlap · 4 shared positions
$UNIT$COP$SNOW$MAR
$127M
54 positions
#6Valley Financial Group, Inc.Active
Notable overlap · 4 shared positions
$GRWG$COP$SNOW$DDOG
$185M
63 positions
#7MATHER GROUP, LLC.Active
Notable overlap · 5 shared positions
$COP$UNIT$SNOW$USB$DDOG
$10.0B
1,896 positions
#8Rodgers & Associates, LTDActive
Notable overlap · 3 shared positions
$UNIT$COP$SNOW
$982M
101 positions
#9JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$USB
$102M
27 positions
#10Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$UNIT$COP$USB
$160M
82 positions
#11Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$USB
$127M
57 positions
#12Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$COP$SNOW$USB
$171M
106 positions
#13Avantax Planning Partners, Inc.Active
Notable overlap · 4 shared positions
$HPQ$SNOW$COP$AMN
$3.6B
435 positions
#14Plum Street Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$COP$SNOW$DDOG$AMN
$289M
98 positions
#15Cherry Tree Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$UNIT$COP$DDOG$AMN$USB
$473M
582 positions
#16Marotta Asset ManagementActive
Some overlap · 4 shared positions
$UNIT$SNOW$WFC$MAR
$543M
103 positions
#17Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$UNIT$COP$USB$AMN
$98M
68 positions
#18Stirlingshire Investments, Inc.Passive
Some overlap · 4 shared positions
$UNIT$COP$JHG$DDOG
$114M
196 positions
#19Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 3 shared positions
$GRWG$SNOW$ISRG
$210M
76 positions
#20Glass Jacobson Investment Advisors llcPassive
Some overlap · 6 shared positions
$UNIT$COP$SNOW$USB$DDOG$VRT
$290M
607 positions
#21Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$UNIT$GSAT$MAR
$331M
79 positions
#22CHRISTINE MESSMER PCActive
Some overlap · 5 shared positions
$COP$UNIT$SNOW$DDOG$MAR
$156M
80 positions
#23Emissary Wealth LLCPassive
Some overlap · 4 shared positions
$GRWG$SNOW$MAR$OTIS
$107M
54 positions
#24Nabity-Jensen Investment Management IncActive
Some overlap · 3 shared positions
$UNIT$SNOW$COP
$144M
70 positions
#25Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$UNIT$SNOW$USB$DDOG
$313M
119 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.