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Hedge Funds Similar to BLALOCK WILLIAMS

13F Portfolio OverlapQ2 2026BLALOCK WILLIAMS portfolio →
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Most similar hedge funds by 13F overlap

BLALOCK WILLIAMS, LLC is an institutional investor managing $154M across 154 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 BLALOCK WILLIAMS are Giverny, Salvus Wealth, TIMUCUAN ASSET, with shared positions in $SCHW, $ANET, $KNSL, $MEDP, $PGR, $HEI. The full ranking of 25 similar funds is below.

#1Giverny Capital Inc.Active
Notable overlap · 11 shared positions
$SCHW$ANET$KNSL$MEDP$PGR$HEI
$3.0B
51 positions
#2Salvus Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$SCHW$ANET$PGR$KNSL$SUNB$AXP
$178M
125 positions
#3TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 6 shared positions
$ANET$SCHW$KNSL$PGR$AXP$IBP
$2.7B
27 positions
#4Ascent Group, LLCPassive
Some overlap · 10 shared positions
$ANET$SCHW$PM$KLAC$KNSL$PGR
$3.3B
808 positions
#5Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$ANET$SCHW$MEDP$KLAC$AXP
$2.5B
166 positions
#6Strata Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$ANET$SCHW$AXP$PGR$PM
$410M
97 positions
#7JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$SCHW$KNSL$HEI$AAON$IBP
$612M
81 positions
#8CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$ANET$SCHW$KLAC$AXP
$195M
67 positions
#9GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ANET$SCHW$PM$SO$VZ
$2.2B
268 positions
#10J2 Capital Management IncActive
Some overlap · 5 shared positions
$MEDP$PGR$KNSL$HEI$VZ
$149M
123 positions
#11Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$SCHW$KNSL$AXP$WSO$C
$146M
73 positions
#12DUDLEY & SHANLEY, INC.Active
Some overlap · 4 shared positions
$SCHW$PGR$WSO$HEI
$662M
37 positions
#13Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$PGR$HEI$PM
$754M
41 positions
#14Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$ANET$PM$KLAC$AXP$UNP
$1.1B
215 positions
#15PeakShares LLCActive
Some overlap · 5 shared positions
$ANET$PGR$KLAC$AXP$VZ
$134.4B
122 positions
#16Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ANET$PM$KLAC$AXP$UNP
$284M
73 positions
#17DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 5 shared positions
$ANET$PGR$SCHW$PM$C
$2.4B
123 positions
#18LVZ, Inc.Smart money
Some overlap · 5 shared positions
$ANET$PGR$SO$VZ$C
$984M
177 positions
#19ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$SCHW$ANET$KLAC$AXP
$130M
106 positions
#20Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$ANET$SCHW$AXP
$1.2B
98 positions
#21Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$ANET$PM$KLAC$SO
$345M
111 positions
#22CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 4 shared positions
$SCHW$PGR$PM$SUNB
$331M
90 positions
#23STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$ANET$PGR$HEI
$918M
75 positions
#24CENTRAL SECURITIES CORPActive
Some overlap · 4 shared positions
$SCHW$PGR$SUNB$AXP
$1.3B
29 positions
#25RIVERBRIDGE PARTNERS LLCActive
Some overlap · 4 shared positions
$KNSL$MEDP$HEI$WSO
$3.6B
198 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.