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Hedge Funds Similar to BAILARD

13F Portfolio OverlapQ2 2026BAILARD portfolio →
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Most similar hedge funds by 13F overlap

BAILARD, INC. is an institutional investor managing $4.9B across 763 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BAILARD are River Street Advisors, NatWest Group plc, Investment Advisors, with shared positions in $KLAC, $CMI, $MS, $BLK, $ETN, $QCOM. The full ranking of 25 similar funds is below.

#1River Street Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$CMI$MS$BLK$ETN$QCOM
$340M
177 positions
#2NatWest Group plcActive
Some overlap · 6 shared positions
$KLAC$MS$GILD$TT$UBER$AMGN
$560M
48 positions
#3Trust Investment AdvisorsPassive
Some overlap · 6 shared positions
$KLAC$MS$TJX$TT$ETN$QCOM
$209M
97 positions
#4LOWE BROCKENBROUGH & CO INCActive
Some overlap · 7 shared positions
$MS$TJX$KLAC$TT$ETN$CB
$2.2B
341 positions
#5OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$KLAC$CMI$MS$BLK$ETN
$530M
275 positions
#6Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$KLAC$GILD$MS$ETN$VRTX$QCOM
$1.3B
98 positions
#7AEGON ASSET MANAGEMENT UK PLCActive
Some overlap · 5 shared positions
$KLAC$CMI$MS$ETN$STLD
$9.4B
172 positions
#8Parcion Private Wealth LLCPassive
Some overlap · 6 shared positions
$KLAC$CMI$TJX$ETN$BLK$AMGN
$1.8B
529 positions
#9Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$MS$TJX$BLK$ETN
$1.6B
184 positions
#10PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$GILD$CMI$MS$TJX$ETN
$1.3B
131 positions
#11TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$KLAC$CMI$MS$CB$QCOM
$5.6B
182 positions
#12ABN AMRO Bank N.V.Active
Some overlap · 7 shared positions
$TJX$MS$TT$BLK$KLAC$VRTX
$7.7B
231 positions
#13ST GERMAIN D J CO INCPassive
Some overlap · 7 shared positions
$CMI$TJX$BLK$ETN$CB$AMGN
$2.8B
914 positions
#14Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$MS$TJX$BLK$ETN$VRTX$UBER
$776M
493 positions
#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$CMI$TJX$ETN$CB
$1.7B
401 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$GILD$TJX$TT$CB$QCOM
$467M
118 positions
#17Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$CMI$MS$BLK$AMGN
$582M
238 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$KLAC$TJX$BLK$ETN$AMGN$QCOM
$414M
164 positions
#19CONNING INC.Passive
Some overlap · 5 shared positions
$GILD$CMI$MS$BLK$AMGN
$3.3B
327 positions
#20Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$GILD$CMI$MS
$151M
58 positions
#21UNITED BANKActive
Some overlap · 5 shared positions
$KLAC$CMI$GILD$BLK$AMGN
$853M
130 positions
#22WealthShield Partners, LLCPassive
Some overlap · 6 shared positions
$CMI$TJX$TT$ETN$CB$UBER
$654M
379 positions
#23GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$MS$TJX$KLAC$GILD$ETN$AMGN
$3.0B
213 positions
#24Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$GILD$KLAC$TT$QCOM
$8.0B
102 positions
#25ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$CMI$TJX$TT$STLD$AMGN$QCOM
$460M
220 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.