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Hedge Funds Similar to Blankinship & Foster

13F Portfolio OverlapQ3 2026Blankinship & Foster portfolio →
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Most similar hedge funds by 13F overlap

Blankinship & Foster, LLC is an institutional investor managing $490M across 76 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Blankinship & Foster are R.M.SINCERBEAUX, Philip James Wealth Mangement, STALEY ADVISERS, with shared positions in $QCOM, $KMI, $PM, $MO, $BA, $PFE. The full ranking of 25 similar funds is below.

#1R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$QCOM$KMI$PM$MO$BA$PFE
$188M
39 positions
#2Philip James Wealth Mangement, LLCActive
Some overlap · 5 shared positions
$QCOM$ABT$BTI$MO$PFE
$888M
151 positions
#3STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$QCOM$PM$BA$PFE$VZ
$2.6B
193 positions
#4Investmark Advisory Group LLCPassive
Some overlap · 4 shared positions
$QCOM$PM$MO$T
$263M
148 positions
#5Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$QCOM$ABT$MO$PFE$VZ
$221M
41 positions
#6R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$QCOM$PFE$VZ$T$KMI
$142M
39 positions
#7Range Financial Group LLCPassive
Some overlap · 6 shared positions
$STX$QCOM$PM$BTI$MO$VZ
$361M
207 positions
#8Optimist Retirement Group LLCActive
Some overlap · 8 shared positions
$QCOM$PM$STX$BTI$MO$PFE
$259M
118 positions
#9Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$QCOM$MO$PFE
$153M
69 positions
#10Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$QCOM$KMI$PFE$VZ
$3.2B
82 positions
#11Torrey Growth & Income AdvisorsSmart money
Some overlap · 3 shared positions
$QCOM$PFE$VZ
$294M
108 positions
#12VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$QCOM$VZ$T
$166M
81 positions
#13Orca Wealth Management, LLCPassive
Some overlap · 4 shared positions
$QCOM$PM$BTI$VZ
$168M
84 positions
#14Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$QCOM$BA$PFE$VZ$T
$160M
124 positions
#15BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$QCOM$PFE$ABT
$153M
44 positions
#16Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$STX$QCOM$KMI$GSK$VZ$T
$723M
260 positions
#17TrueMark Investments, LLCPassive
Some overlap · 7 shared positions
$ABT$KMI$PM$BTI$MO$GSK
$798M
187 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$QCOM$MO$BA$PFE
$112M
100 positions
#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$QCOM$KMI$VZ$ABT
$203M
58 positions
#20Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$QCOM$BA$BTI
$228M
103 positions
#21Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$ABT$QCOM$VZ
$455M
57 positions
#22Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$STX$QCOM$BTI$MO
$413M
135 positions
#23WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$QCOM$ABT$STX
$294M
143 positions
#24ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$QCOM$KMI$PM
1 positions
#25Drum Hill Capital, LLCActive
Some overlap · 3 shared positions
$QCOM$PM$VZ
$121M
47 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.