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Hedge Funds Similar to Ballast Rock Private Wealth

13F Portfolio OverlapQ3 2026Ballast Rock Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Ballast Rock Private Wealth LLC is an institutional investor managing $214M across 202 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ballast Rock Private Wealth are GenTrust, Legal Advantage Investments, LEDERER & ASSOCIATES INVESTMENT COUNSEL, with shared positions in $SCHW, $MELI, $CRWD, $STT, $PLTR, $MDY. The full ranking of 25 similar funds is below.

#1GenTrust, LLCActive
Some overlap · 7 shared positions
$SCHW$MELI$CRWD$STT$PLTR$MDY
$2.6B
201 positions
#2Legal Advantage Investments, Inc.Active
Some overlap · 4 shared positions
$SCHW$APP$MELI$PLTR
$468M
83 positions
#3LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$SCHW$MCD$VRT$CRWD$CB
$155M
88 positions
#4Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$CRWD$BMY$DOV
$232M
197 positions
#5JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$SCHW$APP$MELI
$612M
81 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$SCHW$MCD$BMY$CB
$2.5B
270 positions
#7WCG Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$SCHW$CRWD$APP$VRT$STT$PLTR
$4.2B
555 positions
#8Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$SCHW$ET$NEM$PLTR
$113M
55 positions
#9ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$SCHW$MCD$BMY$CB
$646M
122 positions
#10VIMA LLCPassive
Some overlap · 4 shared positions
$SCHW$CRWD$NEM$MELI
$98M
351 positions
#11Cypress Capital, LLCActive
Some overlap · 4 shared positions
$SCHW$MCD$BMY$MDY
$377M
117 positions
#12Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$SCHW$CRWD$MELI
$8.4B
227 positions
#13BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$SCHW$CB$NEM$USB
$3.7B
303 positions
#14Guardian Asset Advisors, LLCPassive
Some overlap · 5 shared positions
$SCHW$MCD$VRT$CRWD$PLTR
$224M
127 positions
#15CapitalatWork S.A.Active
Some overlap · 3 shared positions
$SCHW$MELI$CB
$4.0B
93 positions
#16Kohmann Bosshard Financial Services, LLCActive
Some overlap · 3 shared positions
$SCHW$CRWD$MELI
$1.2B
229 positions
#17Beverly Hills Private Wealth, LLCPassive
Some overlap · 3 shared positions
$SCHW$CB$ET
$525M
255 positions
#18FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$SCHW$MELI$MCD
$22.1B
106 positions
#19Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$APP$MCD$VRT$BMY
$513M
70 positions
#20CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$SCHW$MCD$DOV
$1.1B
157 positions
#21CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$SCHW$MCD$USB
$1.5B
78 positions
#22DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SCHW$MCD$CB
$206M
105 positions
#23Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$CRWD$MELI$SCHW$PLTR
$323M
177 positions
#24Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$SCHW$BMY$DOV
$391M
105 positions
#25Secure Asset Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$MCD$CRWD$DOV$PLTR
$753M
338 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.