How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Blue Chip Partners

13F Portfolio OverlapQ2 2026Blue Chip Partners portfolio →

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Most similar hedge funds by 13F overlap

Blue Chip Partners, LLC is an institutional investor managing $1.6B across 184 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 Blue Chip Partners are Brentview Investment, HOWE & RUSLING, Alley Investment Company, with shared positions in $PM, $TJX, $WM, $BLK, $MS, $NEE. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive

Notable overlap · 9 shared positions

$PM $TJX $WM $BLK $MS $NEE

$253M

63 positions

#2HOWE & RUSLING INCPassive

Notable overlap · 10 shared positions

$TJX $MS $KLAC $CRWD $PM $NEE

$1.7B

479 positions

#3Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$ETN $PM $BLK $ASML $ABT $MS

$856M

89 positions

#4Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$KLAC $ETN $TJX $ICE $MS $PM

$219M

50 positions

#5Fjell Capital, LLCPassive

Notable overlap · 6 shared positions

$KLAC $WM $NEE $ICE $CRWD $ASML

$178M

84 positions

#6BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 5 shared positions

$KLAC $ASML $WM $PWR $NEE

$1.5B

234 positions

#7CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ETN $BLK $NEE $TMUS $PEP

$195M

67 positions

#8Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $PWR $MS $CRWD $TMUS

$248M

55 positions

#9JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$KLAC $WM $TJX $ABT $PEP

$4.1B

83 positions

#10Covenant Asset Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $PWR $ASML $MS

$746M

169 positions

#11Vivid Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PWR $ETN $MNST $TJX $PM

$280M

73 positions

#12PITTENGER & ANDERSON INCPassive

Notable overlap · 8 shared positions

$TJX $WM $MS $ASML $BLK $ETN

$2.8B

507 positions

#13Haverford Trust CoActive

Notable overlap · 8 shared positions

$TJX $ETN $BLK $NEE $PEP $ASML

$11.6B

424 positions

#14Robbins FarleyPassive

Notable overlap · 6 shared positions

$PWR $TJX $ETN $CRWD $NEE $ROL

$262M

158 positions

#15FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ASML $NEE $ABT $BLK $PEP

$1.3B

393 positions

#16NIXON PEABODY TRUST COActive

Notable overlap · 8 shared positions

$ASML $TJX $MS $PWR $ETN $ICE

$1.5B

191 positions

#17BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PWR $ETN $MNST $TJX

$436M

104 positions

#18OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 7 shared positions

$KLAC $BLK $MS $ETN $NEE $PEP

$501M

276 positions

#19Petros Family Wealth, LLCPassive

Notable overlap · 6 shared positions

$KLAC $BLK $TJX $NEE $TMUS $ICE

$164M

134 positions

#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $ASML $ETN $ABT $NEE $WM

$8.0B

1,334 positions

#21SCHOLTZ & COMPANY, LLCPassive

Notable overlap · 5 shared positions

$ASML $PWR $ETN $MS $NEE

$200M

48 positions

#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$PWR $ASML $BLK $NEE

$78M

44 positions

#23CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 7 shared positions

$ETN $PWR $TJX $MS $WELL $WM

$1.2B

153 positions

#24Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ASML $ETN $BLK $TJX $NEE

$170M

61 positions

#25COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$KLAC $ETN $BLK $PEP $TJX

$427M

162 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.