13F Pro

Hedge Funds Similar to Battery Global Advisors

13F Portfolio OverlapQ2 2026Battery Global Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Battery Global Advisors, LLC is an institutional investor managing $200M across 157 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 Battery Global Advisors are Leonard Rickey Investment Advisors P.L.L.C., TWIN FOCUS PARTNERS, Shah Wealth Advisors, with shared positions in $IAU, $DOV, $BNY, $ADI, $COP, $CRWD. The full ranking of 25 similar funds is below.

#1Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 5 shared positions
$IAU$DOV$BNY$ADI$COP
$637M
125 positions
#2TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$DOV$CRWD$GLW
$983M
170 positions
#3Shah Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$CI
$433M
79 positions
#4Proficio Capital Partners LLCPassive
Notable overlap · 4 shared positions
$IAU$DOV$BX$ADI
$2.8B
691 positions
#5CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$CRWD
$130M
55 positions
#6Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$DOV$ADI
$829M
163 positions
#7Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$COP
$497M
120 positions
#8Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$AMGN
$172M
77 positions
#9Permanens Capital L.P.Active
Notable overlap · 3 shared positions
$IAU$DOV$COP
$972M
100 positions
#10Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$WPC$DOV$DLTR
$191M
114 positions
#11WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$GLW$CI
$536M
107 positions
#12Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$BX$COP
$181M
70 positions
#13White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$EW$AMGN
$802M
151 positions
#14MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$BNY$AMGN
$1.4B
144 positions
#15GenWealth Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$COP$AMGN
$642M
89 positions
#16Harbour Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$CRWD$ADI
$148M
89 positions
#17Apeiron RIA LLCActive
Notable overlap · 3 shared positions
$IAU$BNY$AMGN
$390M
162 positions
#18Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$DOV$BX
$299M
146 positions
#19Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$CRWD$BX
$405M
118 positions
#20Kelly Financial Services LLCActive
Notable overlap · 4 shared positions
$IAU$ROK$COP$AMGN
$467M
141 positions
#21GCQ FUNDS MANAGEMENT PTY LtdSmart money
Notable overlap · 3 shared positions
$INTU$VRSK$FICO
$721M
14 positions
#22Omnia Family Wealth, LLCSmart money
Notable overlap · 3 shared positions
$IAU$DLR$CL
$373M
103 positions
#23Sagace Wealth Management LLCActive
Notable overlap · 3 shared positions
$IAU$CRWD$DLR
$159M
71 positions
#24American Investment Services, Inc.Active
Some overlap · 6 shared positions
$IAU$EQIX$CI$DLR$AMGN$CL
$473M
133 positions
#25AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$GLW$CRWD
$341M
176 positions

Compare Battery Global 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 Battery Global 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.