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Hedge Funds Similar to Ronald Blue

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

Ronald Blue Trust, Inc. is an institutional investor managing $9.5B across 2,447 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 Ronald Blue are Fielder Group, Cushing Partners, Upper Left Wealth, with shared positions in $IAUM, $TPL, $IAU, $AFL, $SGOL, $SHW. The full ranking of 25 similar funds is below.

#1Fielder Capital Group LLCPassive
Notable overlap · 3 shared positions
$IAUM$TPL$IAU
$462M
303 positions
#2Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$AFL
$145M
99 positions
#3Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$IAUM$SGOL
$180M
73 positions
#4SFM, LLCActive
Some overlap · 3 shared positions
$IAUM$SHW$IAU
$195M
69 positions
#5Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$IAU$AFL$SGOL
$1.3B
275 positions
#6Atlas Wealth Partners, LLCActive
Some overlap · 4 shared positions
$TPL$IAU$SO$TFC
$92M
64 positions
#7LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$TPL$AFL$HCA
$361M
59 positions
#8Guardian Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$GPN$SO
$357M
30 positions
#9White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$SO
$802M
151 positions
#10BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$SO
$1.1B
768 positions
#11Northstar Financial Companies, Inc.Passive
Some overlap · 3 shared positions
$IAU$AFL$SO
$148M
117 positions
#12Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$GPN$SO
$227M
140 positions
#13Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$SO
$319M
123 positions
#14Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$SO
$486M
249 positions
#15Aspect Partners, LLCActive
Some overlap · 3 shared positions
$IAU$SGOL$IAUM
$268M
679 positions
#16Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$SO$HCA
$1.2B
127 positions
#17Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$SO$SHW
$275M
82 positions
#18Ballew Advisors, IncActive
Some overlap · 3 shared positions
$IAU$SO$TFC
$194M
129 positions
#19Cornerstone Management, Inc.Smart money
Some overlap · 4 shared positions
$GPN$AFL$SO$TFC
$695M
67 positions
#20Pinnacle Financial Partners, Inc.Active
Some overlap · 4 shared positions
$GPN$AFL$SO$PNFP
$14.7B
1,128 positions
#21Towerpoint Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$AFL$SHW
$289M
115 positions
#22Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$AFL$SO
$761M
333 positions
#23COURAGE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$HCA$PNFP
$67M
16 positions
#24Encompass More Asset ManagementPassive
Some overlap · 4 shared positions
$IAUM$SGOL$AFL$TPL
$687M
283 positions
#25LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$AFL$SO
$2.7B
633 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.