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Hedge Funds Similar to BLB&B Advisors

13F Portfolio OverlapQ2 2026BLB&B Advisors portfolio →
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Most similar hedge funds by 13F overlap

BLB&B Advisors, LLC is an institutional investor managing $2.7B across 286 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 BLB&B Advisors are UNIQUE WEALTH, ACIMA PRIVATE WEALTH, PARK NATIONAL, with shared positions in $DJP, $WM, $MCD, $SYK, $COF, $ANET. The full ranking of 25 similar funds is below.

#1UNIQUE WEALTH, LLCActive
Notable overlap · 4 shared positions
$DJP$WM$MCD$SYK
$858M
201 positions
#2ACIMA PRIVATE WEALTH, LLCActive
Notable overlap · 3 shared positions
$DJP$MCD$COF
$344M
173 positions
#3PARK NATIONAL CORP /OH/Passive
Notable overlap · 8 shared positions
$ANET$CDNS$WM$CRM$TJX$PWR
$3.6B
363 positions
#4Avalon Trust CoActive
Some overlap · 7 shared positions
$PNC$ANET$SYK$TJX$DHR$PWR
$1.6B
462 positions
#5BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 7 shared positions
$PLD$WM$TJX$SYK$CDNS$LIN
$683M
180 positions
#6Vivid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ANET$CDNS$PNC$TJX$PWR$HOOD
$284M
73 positions
#7Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$ANET$CDNS$PNC$TJX$PWR$HOOD
$1.1B
215 positions
#8BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ANET$CDNS$PNC$TJX$PWR$HOOD
$414M
106 positions
#9Sun Financial IncPassive
Some overlap · 6 shared positions
$ANET$CDNS$PNC$TJX$PWR$HOOD
$212M
161 positions
#10Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PLD$WM$TJX$SYK$PWR$LIN
$660M
385 positions
#11BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$ANET$TJX$SYK$LIN$MCD$DHI
$1.7B
401 positions
#12FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 6 shared positions
$PLD$TJX$SYK$DHR$LIN$DHI
$118M
56 positions
#13Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$PLD$PNC$ANET$LIN$WM$MCD
$686M
532 positions
#14FIRST UNITED BANK & TRUSTPassive
Some overlap · 5 shared positions
$ANET$PNC$PWR$DHR$MCD
$348M
420 positions
#15ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PLD$CDNS$PNC$TJX$LIN
$713M
97 positions
#16MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DJP$TJX$COF
$174M
78 positions
#17DJE Kapital AGActive
Some overlap · 5 shared positions
$ANET$CDNS$TJX$PWR$LIN
$5.3B
124 positions
#18Covington Investment Advisors Inc.Active
Some overlap · 5 shared positions
$ANET$PNC$PLD$MCD$SYK
$774M
73 positions
#19First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$ANET$WM$TJX$LIN$MCD
$499M
126 positions
#20Sustainable Growth Advisers, LPActive
Some overlap · 5 shared positions
$ANET$WM$CRM$DHR$LIN
$10.2B
47 positions
#21JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$CDNS$WM$TJX$SYK$MCD
$4.1B
83 positions
#22Clean Yield GroupPassive
Some overlap · 4 shared positions
$ANET$PLD$CRM$SYK
$403M
395 positions
#23Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PLD$SYK$WEC$DHR$COF
$856M
89 positions
#24CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$PLD$TJX$PWR$LIN$MCD
$767M
184 positions
#25CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$CDNS$TJX$SYK$PWR$LIN
$456M
67 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.