13F Pro

Hedge Funds Similar to Ballew Advisors

13F Portfolio OverlapQ3 2026Ballew Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ballew Advisors, Inc is an institutional investor managing $201M across 133 U.S. equity positions as of Q3 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
$329M
105 positions
#5LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$AJG$PEP$PSX
$360M
59 positions
#6Asempa Wealth AdvisorsActive
Some overlap · 3 shared positions
$AJG$IAU$IBIT
$131M
114 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
$121M
106 positions
#9Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$NEU$IBIT$TFC
$248M
77 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$PEP$VLO$AJG$SO
$2.2B
70 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
$857M
50 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.Active
Some overlap · 4 shared positions
$IAU$NVR$PEP$TT
$175M
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
$837M
90 positions
#18TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$PEP$SO$IBIT
$142M
107 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
$321M
82 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
$612M
173 positions
#23Advisory Resource GroupPassive
Some overlap · 3 shared positions
$VLO$COP$PSX
$695M
184 positions
#24Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$COP$SO
$879M
95 positions
#25Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$IAU$VLO$TFC
$197M
143 positions

Compare Ballew Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ballew Advisors’s holdings

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.