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Hedge Funds Similar to BLALOCK WILLIAMS,

13F Portfolio OverlapQ1 2026BLALOCK WILLIAMS, portfolio →
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Most similar hedge funds by 13F overlap

BLALOCK WILLIAMS, LLC is an institutional investor managing $129M across 144 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 BLALOCK WILLIAMS, are Giverny, TIMUCUAN ASSET /FL, Salvus Wealth ,, with shared positions in $ANET, $SCHW, $MEDP, $KNSL, $HEI, $IBP. The full ranking of 25 similar funds is below.

#1Giverny Capital Inc.Active
Some overlap · 8 shared positions
$ANET$SCHW$MEDP$KNSL$HEI$IBP
$2.7B
51 positions
#2TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 6 shared positions
$ANET$SCHW$KNSL$IBP$PGR$AXP
$2.7B
28 positions
#3Salvus Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ANET$SCHW$KNSL$IBP$PGR$AXP
$172M
126 positions
#4GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ANET$SCHW$SO$VZ$TMO
$2.1B
232 positions
#5Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$ANET$SCHW$MEDP$AXP
$2.0B
162 positions
#6Parrish Capital LLCPassive
Some overlap · 6 shared positions
$SCHW$SO$VZ$PM$AXP$GILD
$112M
86 positions
#7Strata Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$ANET$SCHW$AXP$PGR$PM
$365M
87 positions
#8BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$ANET$SCHW$TMO$UNP
$6.1B
61 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SCHW$ANET$VZ$TMO$UNP
$506M
75 positions
#10HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$SO$VZ$PM$GILD
$293M
166 positions
#11Mezzasalma Advisors, LLCPassive
Some overlap · 3 shared positions
$ANET$SCHW$MDLZ
$391M
155 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$SCHW$MDLZ$SO$GILD$UNP
$1.4B
56 positions
#13Fire Capital Management LLCPassive
Some overlap · 6 shared positions
$ANET$MDLZ$PM$AXP$TMO$UNP
$214M
108 positions
#14CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$ANET$SCHW$AXP
$180M
58 positions
#15Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$ANET$SCHW$AXP
$1.2B
95 positions
#16CASTLEARK MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ANET$SCHW$GILD
$3.0B
292 positions
#17Aviance Capital Partners, LLCPassive
Some overlap · 5 shared positions
$SCHW$ANET$PGR$AXP$TMO
$854M
368 positions
#18DUDLEY & SHANLEY, INC.Active
Some overlap · 4 shared positions
$SCHW$HEI$PGR$WSO
$611M
37 positions
#19JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$KNSL$IBP$AAON
$551M
78 positions
#20ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 3 shared positions
$ANET$SCHW$AXP
$112M
102 positions
#21RIVERBRIDGE PARTNERS LLCActive
Some overlap · 4 shared positions
$MEDP$KNSL$HEI$WSO
$4.1B
192 positions
#22Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$SCHW$KNSL$AXP$WSO
$130M
69 positions
#23FCF Advisors LLCPassive
Some overlap · 3 shared positions
$ANET$MEDP$GILD
$444M
52 positions
#24STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 3 shared positions
$ANET$HEI$PGR
$715M
72 positions
#25NORTHSTAR ASSET MANAGEMENT CoActive
Some overlap · 4 shared positions
$ANET$MDLZ$TMO$UNP
$445M
138 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.