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Hedge Funds Similar to Ball & Wealth

13F Portfolio OverlapQ2 2026Ball & Wealth portfolio →
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Most similar hedge funds by 13F overlap

Ball & Co Wealth Management Inc. is an institutional investor managing $141M across 74 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 Ball & Wealth are Rodgers & Associates, LTD, Avantax Planning Partners, Hofer & Associates., with shared positions in $STT, $MAR, $MO, $T, $AMGN, $SBUX. The full ranking of 25 similar funds is below.

#1Rodgers & Associates, LTDActive
Substantial overlap · 4 shared positions
$STT$MAR$MO$T
$1.1B
108 positions
#2Avantax Planning Partners, Inc.Active
Notable overlap · 3 shared positions
$STT$AMGN$MO
$4.0B
454 positions
#3Hofer & Associates. IncActive
Notable overlap · 3 shared positions
$AMGN$SBUX$GILD
$207M
70 positions
#4ERn Financial, LLCActive
Notable overlap · 4 shared positions
$STT$BA$PM$MO
$604M
161 positions
#5American National Bank of TexasActive
Notable overlap · 5 shared positions
$STT$AMGN$CLX$PM$CVS
$110M
56 positions
#6WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$STT$PM$NOC
$486M
78 positions
#7Econ Financial Services CorpPassive
Notable overlap · 3 shared positions
$STT$AMGN$BA
$214M
72 positions
#8Aurdan Capital Management, LLCActive
Notable overlap · 6 shared positions
$STT$AMGN$PM$CVS$MO$BMY
$394M
99 positions
#9GLOBALT Investments LLC / GAActive
Notable overlap · 5 shared positions
$STT$AMGN$GILD$PM$T
$3.0B
213 positions
#10Arlington Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMGN$GILD$SBUX
$787M
107 positions
#11Round Hill Asset ManagementActive
Notable overlap · 3 shared positions
$AMGN$T$BMY
$159M
62 positions
#12Verity & Verity, LLCActive
Notable overlap · 5 shared positions
$STT$AMGN$GILD$MO$MET
$1.5B
138 positions
#13INVENIO WEALTH PARTNERS LLCActive
Notable overlap · 3 shared positions
$STT$GILD$PM
$279M
89 positions
#14Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$NOC$AMGN
$268M
679 positions
#15VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$STT$GILD$T
$166M
81 positions
#16NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$PM$MO
$6.9B
680 positions
#17Capital Squared Financial LLCActive
Some overlap · 5 shared positions
$STT$MAR$PM$MO$SRE
$153M
87 positions
#18Integras Partners LLCPassive
Some overlap · 3 shared positions
$AMGN$GILD$BMY
$181M
100 positions
#19Brady Martz Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$STT$AMGN$MO
$662M
228 positions
#20R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$AMGN$SBUX$T
$130M
40 positions
#21COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$AAAU
$414M
164 positions
#22Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$AMGN$SBUX$CP
$151M
184 positions
#23Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$STT$AMGN$GILD$CLX$BMY
$202M
58 positions
#24VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$AMGN$MAR$BMY
$367M
111 positions
#25PACIFIC SUN FINANCIAL CORPPassive
Some overlap · 3 shared positions
$STT$SBUX$PM
$242M
219 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.