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 BlueSky Wealth Advisors,

13F Portfolio OverlapQ1 2026BlueSky Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

BlueSky Wealth Advisors, LLC is an institutional investor managing $777M across 115 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 BlueSky Wealth Advisors, are Strategic Financial Services,, Hurlow Wealth Group,, Longview Financial Advisors, with shared positions in $COP, $USB, $NKE, $SNPS, $GEV, $BKNG. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money

Substantial overlap · 6 shared positions

$COP $USB $NKE $SNPS $GEV $BKNG

$2.1B

152 positions

#2Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNPS $USB $COP $CINF $SCHW

$420M

120 positions

#3Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$COP $USB $NKE $SCHW $MDY

$184M

157 positions

#4JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $USB $UNIT

$102M

27 positions

#5Cordant, Inc.Active

Notable overlap · 4 shared positions

$COP $USB $NKE $SCHW

$246M

75 positions

#6MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 6 shared positions

$COP $NKE $UNIT $SCHW $IBM $MDY

$295M

271 positions

#7Foundation Wealth Management, LLC\PAActive

Notable overlap · 5 shared positions

$COP $USB $NKE $SCHW $UNIT

$284M

91 positions

#8CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$COP $USB $SCHW $IBM

$363M

102 positions

#9Shotwell Rutter Baer IncActive

Notable overlap · 4 shared positions

$USB $COP $NKE $IBM

$170M

38 positions

#10Disciplined Investments, LLCPassive

Notable overlap · 9 shared positions

$COP $NKE $USB $SNPS $UNIT $SCHW

$279M

141 positions

#11DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$COP $USB $SCHW $NKE

$464M

679 positions

#12ShankerValleau Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$COP $NKE $IBM

$355M

39 positions

#13Gladwyn Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$COP $USB $SNPS $UNIT $GEV $MDY

$160M

82 positions

#14MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Notable overlap · 5 shared positions

$COP $NKE $USB $UNIT $GEV

$634M

106 positions

#15VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$USB $COP $NKE $SNPS

$108M

49 positions

#16Stone Summit Wealth LLCPassive

Notable overlap · 4 shared positions

$COP $NKE $USB $UNIT

$359M

142 positions

#17Marion Wealth ManagementPassive

Notable overlap · 4 shared positions

$USB $COP $SNPS $VLTO

$451M

146 positions

#18SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$SNPS $USB $UNIT $SCHW $GEV

$272M

554 positions

#19Sagace Wealth Management LLCPassive

Notable overlap · 6 shared positions

$USB $COP $SNPS $UNIT $IBM $GEV

$149M

70 positions

#20WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $USB $UNIT $SCHW

$508M

107 positions

#21CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 5 shared positions

$COP $NKE $SNPS $UNIT $SCHW

$532M

162 positions

#22Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $UNIT $NKE $SCHW

$167M

92 positions

#23American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $USB $UNIT $SCHW $GEV

$750M

159 positions

#24Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Notable overlap · 5 shared positions

$COP $USB $NKE $UNIT $SCHW

$5.8B

996 positions

#25Integrity Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $SCHW

$184M

74 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.