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 OverlapQ1 2026Blue Chip Partners, portfolio →

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Most similar hedge funds by 13F overlap

Blue Chip Partners, LLC is an institutional investor managing $1.4B across 170 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 Chip Partners, are Brentview Investment, Robbins Farley, CONNORS INVESTOR SERVICES, with shared positions in $TJX, $WM, $PM, $TMUS, $NEE, $MS. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCPassive

Notable overlap · 7 shared positions

$TJX $WM $PM $TMUS $NEE $MS

$231M

63 positions

#2Robbins FarleyPassive

Notable overlap · 6 shared positions

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

$226M

143 positions

#3CONNORS INVESTOR SERVICES INCActive

Notable overlap · 8 shared positions

$TJX $ETN $PWR $ABT $MS $WM

$1.1B

149 positions

#4Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

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

$193M

50 positions

#5SCHOLTZ & COMPANY, LLCPassive

Notable overlap · 6 shared positions

$PWR $ASML $ETN $ABT $MS $NEE

$195M

49 positions

#6SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$TJX $WM $ETN $ABT $TMUS

$111M

52 positions

#7ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 5 shared positions

$TJX $ASML $ETN $WM $PANW

$1.3B

100 positions

#8PICTET BANK & TRUST LtdActive

Notable overlap · 6 shared positions

$WM $PM $ETN $ORLY $MCD $ROL

$76M

33 positions

#9Alpha Cubed Investments, LLC

Notable overlap · 8 shared positions

$PWR $ICE $NEE $ASML $ETN $PANW

$2.9B

299 positions

#10Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WM $TJX $ABT $MS $CRWD $SNOW

$353M

78 positions

#11JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$KLAC $TJX $ORLY $ROL

$696M

70 positions

#12DOVER ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$KLAC $ETN $ABT $NEE $ASML $PANW

$242M

159 positions

#13Longbow Finance SAPassive

Notable overlap · 7 shared positions

$KLAC $TJX $PWR $MNST $WELL $PANW

$552M

55 positions

#14Sandro Wealth Management LLCPassive

Notable overlap · 6 shared positions

$PWR $ASML $TMUS $NEE $TJX $MCD

$125M

99 positions

#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$TJX $ORLY $KLAC $PM $ETN $ICE

$1.6B

435 positions

#16BALDWIN WEALTH PARTNERS LLC/MAActive

Notable overlap · 5 shared positions

$KLAC $WM $ASML $NEE $PWR

$1.4B

222 positions

#17NIXON PEABODY TRUST COActive

Notable overlap · 8 shared positions

$TJX $ASML $MS $ICE $PWR $NEE

$1.3B

161 positions

#18Rithm Capital Corp.Active

Notable overlap · 4 shared positions

$PWR $WM $ETN $NEE

$67M

38 positions

#19CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ETN $TMUS $NEE $PANW

$180M

58 positions

#20HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$TJX $ICE $NEE $PM $MS $DTB

$1.5B

477 positions

#21FAYEZ SAROFIM & COActive

Notable overlap · 7 shared positions

$PM $ASML $ETN $ABT $ICE $MS

$39.1B

294 positions

#22Community Financial Services Group, LLCPassive

Notable overlap · 8 shared positions

$KLAC $ETN $NEE $WM $ABT $PANW

$568M

460 positions

#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

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

$7.8B

1,278 positions

#24Fjell Capital, LLCPassive

Notable overlap · 5 shared positions

$KLAC $WM $ICE $NEE $ASML

$130M

68 positions

#25CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$PWR $TJX $TMUS $NEE $MCD

$739M

164 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.