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Hedge Funds Similar to REBALANCE

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

REBALANCE, LLC is an institutional investor managing $1.9B across 103 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 REBALANCE are MACROVIEW INVESTMENT, Connective Portfolio, Cauble & Harre Wealth, with shared positions in $PHYS, $IAU, $AXP, $DOV, $CRWD, $NVS. The full ranking of 25 similar funds is below.

#1MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$PHYS$IAU$AXP$DOV$CRWD
$162M
106 positions
#2Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$PHYS$IAU$AXP
$60M
39 positions
#3Cauble & Harre Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$IAU$NVS
$125M
72 positions
#4Harbour Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$PHYS$IAU$CRWD
$148M
89 positions
#5Narwhal Capital ManagementActive
Some overlap · 5 shared positions
$IAU$AXP$CP$GD$NVS
$1.4B
157 positions
#6Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 3 shared positions
$PHYS$AXP$CRWD
$500M
309 positions
#7Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$DOV$LOW
$1.1B
197 positions
#8Evanson Financial, LLCPassive
Some overlap · 4 shared positions
$PHYS$DOV$AXP$CRWD
$2.0B
325 positions
#9Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$PHYS$LOW$CP
$181M
90 positions
#10Evanson Asset Management, LLC
Some overlap · 3 shared positions
$PHYS$DOV$AXP
$1.9B
321 positions
#11EHRLICH FINANCIAL GROUPActive
Some overlap · 3 shared positions
$IAU$AXP$WSM
$194M
119 positions
#12Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$PHYS$DOV$LOW
$2.9B
703 positions
#133EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$PHYS$DOV$IAU
$2.2B
94 positions
#14Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$GD$AXP
$175M
632 positions
#15Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$DOV$NVS$GD
$637M
125 positions
#16CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$AXP$LOW
$783M
200 positions
#17Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$GD
$276M
157 positions
#18Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$DOV$LOW
$1.2B
127 positions
#19Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$DOV$AXP
$3.4B
392 positions
#20PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$DOV$NVS
$2.8B
186 positions
#21Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DOV$AXP
$829M
163 positions
#22Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$GD
$399M
87 positions
#23Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$IAU$DOV$PHYS
$509M
46 positions
#24TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$CRWD
$983M
170 positions
#25CPR Investments Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$CRWD$GD
$130M
55 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.