What hedge funds are most similar to Blue Zone Wealth Advisors, LLC?

The funds with the most similar 13F portfolios to Blue Zone Wealth Advisors, LLC are CARDEROCK, Obion, Gs Investments,, based on overlapping conviction holdings in the latest SEC filings.

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 Zone Wealth Advisors,

13F Portfolio OverlapQ1 2026Blue Zone Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Blue Zone Wealth Advisors, LLC is an institutional investor managing $573M across 125 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 Zone Wealth Advisors, are CARDEROCK, Obion, Gs Investments,, with shared positions in $SHW, $MCO, $ORLY, $LIN, $TMO, $SYK. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$SHW $MCO $ORLY $LIN $TMO $SYK

$405M

73 positions

#2Obion Capital Management LPActive

Notable overlap · 5 shared positions

$SHW $AZO $MCO $ORLY $LIN

$101M

15 positions

#3Gs Investments, Inc.Passive

Notable overlap · 7 shared positions

$WMB $TMO $CRM $SYK $NEE $APD

$175M

134 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$SHW $WMB $AXP $LIN $NEE $SYK

$446M

104 positions

#5GFI Investment Counsel Ltd.Active

Notable overlap · 5 shared positions

$SHW $BAM $MCO $AXP $EFX

$731M

24 positions

#6Aviso Financial Inc.Active

Notable overlap · 6 shared positions

$BN $SHW $LIN $TMO $CP $RELX

$2.8B

338 positions

#7FIRST MANHATTAN CO. LLC.Active

Notable overlap · 7 shared positions

$BN $AZO $CRM $TMO $LIN $UNH

$36.1B

753 positions

#8CHILTON INVESTMENT CO INC.Active

Notable overlap · 6 shared positions

$SHW $AZO $MCO $AXP $ORLY $TMO

$4.3B

280 positions

#9Wisconsin Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$SHW $CRM $CRWD $BA $AXP $UNH

$102M

84 positions

#10Dilation Capital Management LPActive

Notable overlap · 5 shared positions

$SHW $WMB $LIN $CP $BA

$199M

20 positions

#11Longview Partners (Guernsey) LTDActive

Notable overlap · 6 shared positions

$UNH $WST $CRM $MCO $AXP $TMO

$7.1B

25 positions

#12DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$CRM $TMO $UNH $SYK $SHW $APD

$117M

106 positions

#13Fiera Capital CorpActive

Notable overlap · 6 shared positions

$SHW $AZO $MCO $LIN $CP $UNH

$29.2B

412 positions

#14Pictet & Cie (Europe) SAActive

Notable overlap · 8 shared positions

$LIN $UNH $ORLY $IDXX $SYK $ZTS

$4.7B

207 positions

#15Dundas Partners LLPActive

Some overlap · 6 shared positions

$CRM $AXP $TMO $ZTS $SYK $EFX

$1.3B

49 positions

#16PineStone Asset Management Inc.Smart money

Some overlap · 4 shared positions

$SHW $AZO $UNH $MCO

$14.2B

44 positions

#17Strategic Wealth Investment Group, LLCPassive

Some overlap · 6 shared positions

$CRM $AXP $ORLY $LIN $TMO $BA

$788M

94 positions

#18PARNASSUS INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$AZO $LIN $TMO $SYK $CRM $SHW

$34.1B

135 positions

#19COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 5 shared positions

$SHW $LIN $TMO $SYK $BA

$1.7B

87 positions

#20Clio Asset Management LLCActive

Some overlap · 4 shared positions

$SHW $AZO $ORLY $LIN

$119M

16 positions

#21PICTET BANK & TRUST LtdActive

Some overlap · 6 shared positions

$CRM $ORLY $LIN $ZTS $SYK $UNH

$76M

33 positions

#22Aureus Asset Management, LLCPassive

Some overlap · 6 shared positions

$UNH $AXP $LIN $TMO $NEE $WMB

$1.5B

225 positions

#23MeadowBrook Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AXP $LIN $TMO $SYK $UNH $BA

$113M

186 positions

#24BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 6 shared positions

$UNH $MCO $TMO $CP $APD $SHW

$6.1B

61 positions

#25Evelyn Partners Investment Management LLPActive

Some overlap · 7 shared positions

$TMO $SYK $LIN $NEE $AZO $ZTS

$3.7B

410 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.