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Hedge Funds Similar to Blue Edge ,

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

Blue Edge Capital, LLC is an institutional investor managing $753M across 134 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 Edge , are Leelyn Smith,, WAYSTONE ADVISORS, Gladwyn Financial Advisors,, with shared positions in $NTRB, $JHG, $BA, $GEV, $MKL, $RL. The full ranking of 25 similar funds is below.

#1Leelyn Smith, LLCPassive
Notable overlap · 3 shared positions
$NTRB$JHG$BA
$713M
154 positions
#2WAYSTONE ADVISORS LLCPassive
Notable overlap · 6 shared positions
$NTRB$GEV$MKL$RL$SE$GE
$112M
101 positions
#3Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$NTRB$MKL$GEV$SE$GE
$160M
82 positions
#4PETREDIS INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$NTRB$UNH$GEV$GE
$1.2B
108 positions
#5ETF Portfolio Partners, Inc.Active
Some overlap · 5 shared positions
$NTRB$MKL$DHR$UNH$NOW
$381M
68 positions
#6FC Advisory LLCActive
Some overlap · 3 shared positions
$NTRB$MKL$DHR
$342M
115 positions
#7Black Diamond Financial, LLCActive
Some overlap · 3 shared positions
$NTRB$MKL$BAC
$916M
185 positions
#8Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$NTRB$UNH$MUFG$SE
$109M
1,311 positions
#9Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$JHG$NTRB$MKL$SE
$378M
200 positions
#10Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$NTRB$C$UNH
$235M
88 positions
#11Falcon Wealth PlanningActive
Some overlap · 5 shared positions
$NTRB$MKL$BAC$SE$NOW
$1.5B
236 positions
#12ASSETMARK, INCPassive
Some overlap · 3 shared positions
$NTRB$RL$SE
$49.0B
3,443 positions
#13Beaumont Asset Management, L.L.C.Active
Some overlap · 5 shared positions
$JHG$NTRB$MKL$NOW$DHR
$222M
76 positions
#14ANGELES WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NTRB$DHR$GE
$1.8B
524 positions
#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$NTRB$SE$NOW$MKL
$206M
97 positions
#16Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$NTRB$GE$GEV
$116M
80 positions
#17Randall & Associates Wealth ManagementActive
Some overlap · 3 shared positions
$NTRB$GEV$BAC
$148M
56 positions
#18Gratus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$NTRB$BAC$GE
$691M
138 positions
#19ODonnell Financial Services, LLCActive
Some overlap · 4 shared positions
$NTRB$UNH$GE$GEV
$290M
64 positions
#20Altman Advisors, Inc.Passive
Some overlap · 4 shared positions
$RL$GEV$C$MUFG
$241M
77 positions
#21ALBION FINANCIAL GROUP /UTActive
Some overlap · 5 shared positions
$JHG$MKL$GEV$C$GE
$1.5B
737 positions
#22Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$NTRB$GLW$SE
$201M
144 positions
#23Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$NTRB$UNH$SE
$121M
79 positions
#24MARS JEWETT FINANCIAL GROUP, INC.Smart money
Some overlap · 4 shared positions
$JHG$NTRB$BA$DHR
$316M
37 positions
#25VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$JHG$UNH$BA$BAC
$180M
159 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.