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Hedge Funds Similar to BAILARD,

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

BAILARD, INC. is an institutional investor managing $4.4B across 736 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 BAILARD, are APS Group,, TILIA FIDUCIARY PARTNERS,, LAM GROUP,, with shared positions in $GILD, $MAR, $MS, $COP, $TXN, $NOW. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive
Some overlap · 6 shared positions
$GILD$MAR$MS$COP$TXN$NOW
$117M
72 positions
#2TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$MAR$GILD$MKL$KLAC$ETN
$182M
115 positions
#3LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$MAR$UNIT$SE$MKL
$182M
136 positions
#4Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$SE$MS$UBER$NOW
$112M
97 positions
#5Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SE$UNIT$MKL$KLAC$ETN
$378M
200 positions
#6RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 5 shared positions
$GILD$MAR$TJX$CMI$NOW
$217M
154 positions
#7Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$GILD$MAR$MS$TJX$KLAC
$1.2B
96 positions
#8THEORY FINANCIAL LLCPassive
Some overlap · 3 shared positions
$MAR$SE$UNIT
$285M
94 positions
#9Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$GILD$KLAC$TJX$TXN$NOW
$7.0B
103 positions
#10Tandem Wealth Advisors LLCActive
Some overlap · 7 shared positions
$MAR$MS$COP$KLAC$ETN$CB
$224M
47 positions
#11Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$MAR$UNIT$MKL$TXN
$191M
88 positions
#12Thrive Capital Management, LLCPassive
Some overlap · 3 shared positions
$GILD$UNIT$MS
$456M
169 positions
#13Fairway Financial, LLCActive
Some overlap · 4 shared positions
$MAR$UNIT$MS$NOW
$132M
23 positions
#14Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$GILD$SE$KLAC$TXN
$873M
189 positions
#15White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$UNIT$COP$NOW$MKL
$721M
145 positions
#16Creekside PartnersPassive
Some overlap · 4 shared positions
$SE$UNIT$MKL$COP
$243M
183 positions
#17NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 3 shared positions
$GILD$SE$CMI
$676M
125 positions
#18NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MAR$MS$TJX$UBER$CB
$94M
39 positions
#19Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$MAR$MKL$TJX$TXN
$252M
96 positions
#20TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GILD$MS$CMI$KLAC$CB
$5.1B
179 positions
#21Sharper & Granite LLCPassive
Some overlap · 5 shared positions
$MAR$UNIT$COP$NOW$GILD
$293M
107 positions
#22Dentgroup LLC
Some overlap · 4 shared positions
$SE$UNIT$MKL$MAR
$146M
93 positions
#23Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$MAR$TJX$MKL$UNIT$UBER
$2.3B
186 positions
#24Sound Stewardship, LLCActive
Some overlap · 3 shared positions
$MAR$SE$MS
$218M
63 positions
#25North Forty Two & Co.Passive
Some overlap · 5 shared positions
$MAR$GILD$CMI$COP$TXN
$108M
97 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.