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Hedge Funds Similar to Ballew Advisors

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

Ballew Advisors, Inc is an institutional investor managing $194M across 129 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 Ballew Advisors are Signature Wealth Group, Mader & Shannon Wealth, M3 Wealth, with shared positions in $VLO, $PEP, $SO, $TFC, $TGT, $IAU. The full ranking of 25 similar funds is below.

#1Signature Wealth Management Group
Notable overlap · 5 shared positions
$VLO$PEP$SO$TFC$TGT
$263M
128 positions
#2Mader & Shannon Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$VLO$IAU$PSX
$214M
21 positions
#3M3 Wealth Management, LLCActive
Notable overlap · 4 shared positions
$VLO$PEP$SO$TGT
$154M
35 positions
#4MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$VLO$NVR$COP$PSX$TFC
$330M
108 positions
#5LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$AJG$PEP$PSX
$361M
59 positions
#6Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$AJG$IAU$IBIT
$134M
119 positions
#7William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$VLO$PSX$COP$TFC
$208M
258 positions
#8North Forty Two & Co.Passive
Some overlap · 4 shared positions
$NEU$IAU$VLO$COP
$118M
104 positions
#9Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$NEU$IBIT$TFC
$240M
74 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$PEP$VLO$AJG$SO
$2.7B
54 positions
#11New Capital Management LPSmart money
Some overlap · 4 shared positions
$IAU$PEP$IBIT$YUM
$439M
60 positions
#12ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$VLO$COP$PSX
$763M
51 positions
#13Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$PEP$COP
$227M
73 positions
#14Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$PEP$SO
$275M
82 positions
#15Braun-Bostich & Associates Inc.Passive
Some overlap · 4 shared positions
$IAU$NVR$PEP$TT
$179M
135 positions
#16OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$PEP$SO$COP$TFC$YUM
$329M
323 positions
#17PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$AJG$PEP$TFC
$836M
93 positions
#18TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$PEP$SO$IBIT
$134M
101 positions
#19RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$VLO$PSX$SO$COP
$1.1B
90 positions
#20Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$PEP$YUM
$319M
79 positions
#21Welch Group, LLCPassive
Some overlap · 4 shared positions
$AJG$PEP$SO$TFC
$2.9B
326 positions
#22Community Bank & Trust, Waco, TexasActive
Some overlap · 4 shared positions
$VLO$SO$PSX$PEP
$555M
168 positions
#23Advisory Resource GroupPassive
Some overlap · 3 shared positions
$VLO$COP$PSX
$665M
183 positions
#24Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$COP$SO
$902M
91 positions
#25Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$IAU$VLO$TFC
$189M
139 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.