What hedge funds are most similar to Ballast Rock Private Wealth LLC?

The funds with the most similar 13F portfolios to Ballast Rock Private Wealth LLC are MBA Advisors, SHEPHERD KAPLAN KROCHUK,, WINEBRENNER, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ballast Rock Private Wealth

13F Portfolio OverlapQ1 2026Ballast Rock Private Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ballast Rock Private Wealth LLC is an institutional investor managing $181M across 177 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 Ballast Rock Private Wealth are MBA Advisors, SHEPHERD KAPLAN KROCHUK,, WINEBRENNER, with shared positions in $SNOW, $JHG, $SOLV, $WT, $ALPS, $KKR. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive

Notable overlap · 7 shared positions

$SNOW $JHG $SOLV $WT $ALPS $KKR

$260M

146 positions

#2SHEPHERD KAPLAN KROCHUK, LLCActive

Notable overlap · 8 shared positions

$JHG $SOLV $SCHW $SNOW $ALPS $DDOG

$119M

61 positions

#3WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$SNOW $JHG $WT $HUM $MCD $KKR

$156M

139 positions

#4First Financial Group CorpActive

Notable overlap · 5 shared positions

$SNOW $JHG $WT $HUM $LRCX

$122M

80 positions

#5Opus Financial Solutions LLCPassive

Notable overlap · 7 shared positions

$SNOW $SCHW $WT $HUM $OKTA $BRZE

$106M

103 positions

#6Triton Financial Group IncPassive

Notable overlap · 5 shared positions

$LEN $JHG $WT $OKTA $APP

$57M

62 positions

#7C M BIDWELL & ASSOCIATES LTDPassive

Notable overlap · 6 shared positions

$SNOW $LEN $HUM $DDOG $KKR $LRCX

$214M

483 positions

#8BARD ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $SCHW $ALPS

$398M

292 positions

#9GENESIS PRIVATE WEALTH, LLCPassive

Notable overlap · 5 shared positions

$JHG $SNOW $HUM $DDOG $BRZE

$318M

182 positions

#10Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$SNOW $SOLV $SCHW $DDOG $KKR

$228M

72 positions

#11Peck Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $SOLV $WT $HUM

$100M

122 positions

#12Savant Capital, LLCActive

Notable overlap · 5 shared positions

$SNOW $SOLV $WT $DDOG $BRZE

$20.7B

1,500 positions

#13Northeast Financial Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $JHG $SCHW $MCD

$404M

90 positions

#14Miller Global Investments, LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $SCHW $BMY

$121M

295 positions

#15Per Stirling Capital Management, LLC.Passive

Notable overlap · 6 shared positions

$JHG $SOLV $WT $HUM $REGN $SNOW

$905M

310 positions

#16Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $WT

$136M

108 positions

#17Sandbox Financial Partners, LLCActive

Notable overlap · 6 shared positions

$LEN $SNOW $HUM $REGN $MDLZ $KKR

$356M

117 positions

#18Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$JHG $SNOW $DDOG $BRZE $APP

$478M

42 positions

#19BNB Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $AMAT $REGN

$156M

90 positions

#20Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $JHG $HUM $KKR

$482M

135 positions

#21Aprio Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$JHG $WT $HUM $DDOG $SCHW $REGN

$1.8B

613 positions

#22Sanchez Wealth Management GroupActive

Notable overlap · 6 shared positions

$JHG $SOLV $WT $REGN $AMAT $LRCX

$462M

53 positions

#23Whipplewood Advisors, LLCPassive

Notable overlap · 4 shared positions

$LEN $JHG $HUM $MCD

$193M

1,065 positions

#24Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $WT

$415M

51 positions

#25Bienville Capital Management, LLCPassive

Notable overlap · 6 shared positions

$JHG $SNOW $DDOG $APP $MELI $HUM

$550M

74 positions

Compare Ballast Rock Private Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ballast Rock Private Wealth’s holdings

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.