What hedge funds are most similar to Ballast Financial Advisors LLC?

The funds with the most similar 13F portfolios to Ballast Financial Advisors LLC are Burk, Cauble & Harre Wealth ,, Burton Enright Welch, 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 Financial Advisors

13F Portfolio OverlapQ1 2026Ballast Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Ballast Financial Advisors LLC is an institutional investor managing $98M across 68 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 Financial Advisors are Burk, Cauble & Harre Wealth ,, Burton Enright Welch, with shared positions in $AMN, $IAU, $DHR, $HUM, $BAC, $MS. The full ranking of 25 similar funds is below.

#1Burk Holdings LLCPassive

Substantial overlap · 5 shared positions

$AMN $IAU $DHR $HUM $BAC

$233M

676 positions

#2Cauble & Harre Wealth Management, Inc.Passive

Substantial overlap · 6 shared positions

$AMN $IAU $MS $KKR $HUM $NEM

$126M

74 positions

#3Burton Enright WelchActive

Substantial overlap · 5 shared positions

$AMN $IAU $SOLV $BAC $BRZE

$736M

134 positions

#4Wheelhouse Advisory Group LLCActive

Substantial overlap · 4 shared positions

$AMN $HUM $KKR $USB

$302M

51 positions

#5ACCREDITED INVESTOR SERVICES, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $IAU $HUM $UNIT

$156M

77 positions

#6Shotwell Rutter Baer IncActive

Substantial overlap · 3 shared positions

$AMN $USB $COP

$170M

38 positions

#7Madson Wealth Advisors IncPassive

Substantial overlap · 5 shared positions

$HUM $SOLV $DHR $MS $IAU

$120M

84 positions

#8STOLZ & ASSOCIATES, PSSmart money

Substantial overlap · 3 shared positions

$AMN $USB $IAU

$143M

30 positions

#9Pacific Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $BRZE

$179M

70 positions

#10ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$AMN $USB $COP

$112M

69 positions

#11Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $UNIT $TJX

$931M

518 positions

#12RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $DHR $IAU $MS $BAC

$296M

80 positions

#13Golden Bell Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $USB $DOV

$125M

37 positions

#14Fort Vancouver Investment Management, LLCActive

Notable overlap · 4 shared positions

$AMN $COP $DOV $IAU

$197M

59 positions

#15Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 5 shared positions

$AMN $UNIT $HUM $KKR $USB

$2.2B

79 positions

#16Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $SOLV $IAU $MS

$732M

125 positions

#17Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $COP $KKR

$1.3B

175 positions

#18RW Investment Management LLCActive

Notable overlap · 5 shared positions

$AMN $COP $USB $KKR $MS

$1.0B

113 positions

#19Capstone Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $DHR $BRZE

$143M

50 positions

#20ATLas Financial Planning LLCActive

Notable overlap · 6 shared positions

$AMN $USB $DOV $BRZE $DHR $BAC

$112M

69 positions

#21Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $UNIT $USB

$1.5B

686 positions

#22Quadcap Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SOLV $MS $KKR $AMN $UNIT $BAC

$879M

398 positions

#23FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 7 shared positions

$HUM $UNIT $AMN $IAU $KKR $BRZE

$176M

104 positions

#24Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $COP $UNIT $IAU $DHR $USB

$480M

160 positions

#25White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$COP $IAU $USB $DHR $HUM $UNIT

$721M

145 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.