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 Strategic Blueprint,

13F Portfolio OverlapQ1 2026Strategic Blueprint, portfolio →

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Most similar hedge funds by 13F overlap

Strategic Blueprint, LLC is an institutional investor managing $1.7B across 639 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 Strategic Blueprint, are Arcadia Wealth ,, ONE Advisory Partners,, CURTIS WEALTH, with shared positions in $SE, $VLTO, $LEN, $IAU, $DDOG, $MS. The full ranking of 25 similar funds is below.

#1Arcadia Wealth Management, LLCActive

Some overlap · 4 shared positions

$SE $VLTO $LEN $IAU

$276M

67 positions

#2ONE Advisory Partners, LLCActive

Some overlap · 5 shared positions

$SE $VLTO $DDOG $IAU $MS

$324M

72 positions

#3CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SE $LEN $DDOG $IAU

$107M

50 positions

#4TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 4 shared positions

$SE $VLTO $MS $DDOG

$4.8B

1,649 positions

#5Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$SE $LEN $VLTO $IAU

$95M

140 positions

#6Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$SE $MS $DHR $IAU

$90M

65 positions

#7Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$SE $MS $DHR $IAU

$120M

84 positions

#8ALESCO ADVISORS LLCActive

Some overlap · 5 shared positions

$SE $VLTO $AMN $DDOG $IAU

$3.9B

243 positions

#9Storen Legacy Partners, LLCPassive

Some overlap · 5 shared positions

$SE $MS $DHR $IAU $VLTO

$319M

102 positions

#10Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$SE $LEN $DHR $IAU

$115M

115 positions

#11TrueNorth, Inc.Passive

Some overlap · 4 shared positions

$SE $AMN $DHR $DDOG

$1.0B

1,033 positions

#12Heritage Wealth Management, Inc. /CA/Passive

Some overlap · 4 shared positions

$SE $AMN $DDOG $IAU

$181M

94 positions

#13Shared Vision Wealth Group LLCActive

Some overlap · 4 shared positions

$SE $DHR $DDOG $IAU

$245M

95 positions

#14CASTLEARK MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SE $VLTO $VRT

$3.0B

292 positions

#15Center For Asset Management LLCPassive

Some overlap · 3 shared positions

$SE $VLTO $IAU

$201M

144 positions

#16Westfuller Advisors, LLCPassive

Some overlap · 3 shared positions

$SE $VLTO $MS

$232M

756 positions

#17Bay Harbor Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SE $VLTO $IAU $VRT

$386M

1,301 positions

#18Horst & Graben Wealth Management LLCPassive

Some overlap · 3 shared positions

$SE $LEN $IAU

$729M

195 positions

#19Foundations Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$VRT $MS $LEN $SE $IAU $LNG

$8.1B

1,160 positions

#20BlueStem Wealth Partners, LLCActive

Some overlap · 4 shared positions

$SE $AMN $LEN $REGN

$900M

124 positions

#21SWP FINANCIAL LLCActive

Some overlap · 3 shared positions

$SE $VLTO $IAU

$196M

71 positions

#22Fedenia Advisers LLCActive

Some overlap · 4 shared positions

$SE $VRT $IAU $VLTO

$135M

95 positions

#23ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$SE $VRT $MS $IAU $DDOG

$278M

103 positions

#245T Wealth, LLCPassive

Some overlap · 4 shared positions

$SE $REGN $DDOG $IAU

$253M

129 positions

#25Sharkey, Howes & JaverActive

Some overlap · 4 shared positions

$SE $IAU $LEN $DHR

$742M

153 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.