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Hedge Funds Similar to Blue Fin ,

13F Portfolio OverlapQ1 2026Blue Fin , portfolio →
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Most similar hedge funds by 13F overlap

Blue Fin Capital, Inc. is an institutional investor managing $610M across 150 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Blue Fin , are MOSELEY INVESTMENT, Petros Family Wealth,, Trifecta Advisors,, with shared positions in $CRWD, $AMD, $LMT, $NEE, $BN, $AMGN. The full ranking of 25 similar funds is below.

#1MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$CRWD$AMD$LMT$NEE$BN$AMGN
$314M
163 positions
#2Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$TJX$AMD$UNH$NEE$SYK$AMGN
$140M
131 positions
#3Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$CRWD$TJX$AMD$LMT$MDY$AMGN
$646M
274 positions
#4Blue Zone Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$CRWD$UNH$NEE$BN$SYK$SHW
$491M
130 positions
#5Nvest Financial, LLCPassive
Some overlap · 6 shared positions
$TJX$EPAM$NEE$LMT$SYK$SHW
$268M
139 positions
#6CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 6 shared positions
$TJX$UNH$NEE$LMT$SYK$AMGN
$1.1B
189 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$LMT$NEE$SYK$NOC$SHW
$446M
104 positions
#8Alpha Cubed Investments, LLC
Some overlap · 5 shared positions
$CRWD$AMD$UNH$LMT$NEE
$2.9B
299 positions
#9Stillwater Wealth Management GroupPassive
Some overlap · 6 shared positions
$TJX$LMT$NEE$SYK$NOC$AMGN
$162M
77 positions
#10WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CRWD$TJX$AMD$NEE$SYK
$225M
71 positions
#11Tuttle Capital Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$LMT$NEE$BN$NOC
$61M
124 positions
#12Core Alternative CapitalPassive
Some overlap · 5 shared positions
$TJX$AMD$LMT$NEE$SHW
$339M
205 positions
#13Ocean Capital Management, LLCActive
Some overlap · 6 shared positions
$LMT$UNH$SYK$NOC$AMD$AMGN
$487M
131 positions
#14Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 5 shared positions
$TJX$UNH$LMT$NEE$AMGN
$329M
65 positions
#15Vident Advisory, LLCPassive
Some overlap · 5 shared positions
$CRWD$AMD$LMT$NOC$TJX
$11.7B
1,835 positions
#16SOMERVILLE KURT FPassive
Some overlap · 5 shared positions
$TJX$AMD$UNH$NEE$CRWD
$379M
91 positions
#17DAVENPORT & Co LLCPassive
Some overlap · 5 shared positions
$TJX$UNH$NEE$BN$SHW
$18.4B
1,302 positions
#18St. Johns Investment Management Company, LLCActive
Some overlap · 6 shared positions
$AMD$NEE$SYK$NOC$MDY$AMGN
$238M
193 positions
#19Field & Main BankPassive
Some overlap · 5 shared positions
$TJX$AMD$UNH$SYK$AMGN
$344M
261 positions
#20Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$CRWD$TJX$AMD$SHW$AMGN
$227M
77 positions
#21PETREDIS INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$TJX$AMD$UNH$LMT$SHW
$1.2B
108 positions
#22Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$TJX$AMD$NEE$UNH$CRWD
$1.2B
135 positions
#23Bath Savings Trust CoActive
Some overlap · 5 shared positions
$TJX$LMT$NEE$SYK$SHW
$936M
168 positions
#24Elefante Mark BPassive
Some overlap · 5 shared positions
$TJX$AMD$NEE$UNH$CRWD
$182M
58 positions
#25Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$UNH$LMT$NEE$SYK$AMGN
$170M
48 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.