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Hedge Funds Similar to Ballentine Partners

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

Ballentine Partners, LLC is an institutional investor managing $8.2B across 1,078 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 Ballentine Partners are Abacus Wealth Partners, LONE PINE, Warther Private Wealth, with shared positions in $NU, $MS, $ASML, $GLW, $AXP, $CTVA. The full ranking of 25 similar funds is below.

#1Abacus Wealth Partners, LLCActive
Some overlap · 3 shared positions
$NU$MS$ASML
$952M
321 positions
#2LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$NU$ASML$GLW
$16.4B
34 positions
#3Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$NU$ASML$AXP
$456M
50 positions
#4Palisades Hudson Asset Management, L.P.Active
Some overlap · 3 shared positions
$NU$MS$AXP
$286M
108 positions
#5Legend Capital Advisors LLCActive
Some overlap · 3 shared positions
$NU$AXP$ASML
$184M
62 positions
#6WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NU$ASML$CTVA$GLW
$55.2B
266 positions
#7Boston Common Asset Management, LLCPassive
Slight overlap · 3 shared positions
$NU$ASML$MS
$1.7B
181 positions
#8Arlington Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$NU$ASML$GLW
$796M
112 positions
#9Moss Adams Wealth Advisors LLCSmart money
Slight overlap · 4 shared positions
$STT$ASML$MS$AXP
$1.6B
307 positions
#10Lorne Steinberg Wealth Management Inc.Passive
Slight overlap · 4 shared positions
$STT$MS$CTVA$AXP
$474M
72 positions
#11Brio Consultants, LLCActive
Slight overlap · 4 shared positions
$NU$STT$ASML$AXP
$853M
164 positions
#12GFS Advisors, LLCActive
Slight overlap · 3 shared positions
$NU$STT$ASML
$1.7B
266 positions
#13L & S Advisors IncPassive
Slight overlap · 4 shared positions
$STT$MS$GLW$AXP
$967M
236 positions
#14Legacy Edge Advisors, LLCActive
Slight overlap · 3 shared positions
$NU$MS$AXP
$1.1B
239 positions
#15South Shore Capital AdvisorsPassive
Slight overlap · 4 shared positions
$STT$ASML$GLW$AXP
$146M
157 positions
#16Elwood & Goetz Wealth Advisory Group, LLCActive
Slight overlap · 4 shared positions
$ASML$MS$GLW$AXP
$676M
148 positions
#17WILLNER & HELLER, LLCPassive
Slight overlap · 3 shared positions
$STT$ASML$MS
$160M
165 positions
#18Armstrong, Fleming & Moore, IncActive
Slight overlap · 3 shared positions
$FMBH$ASML$GLW
$302M
115 positions
#19Ethic Inc.Passive
Slight overlap · 4 shared positions
$ASML$MS$GLW$AXP
$8.0B
1,358 positions
#20JMN Financial LLCPassive
Slight overlap · 3 shared positions
$STT$ASML$GLW
$129M
229 positions
#21Opal Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$STT$ASML$AXP
$479M
225 positions
#22Capital Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$ASML$AXP
$7.7B
793 positions
#23SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$STT$MS$GLW
$167M
118 positions
#24Redhawk Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$STT$MS$GLW
$987M
408 positions
#25Abbot Financial Management, Inc.Passive
Slight overlap · 3 shared positions
$STT$MS$GLW
$293M
141 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.