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 BLUESTEM FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026BLUESTEM FINANCIAL ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

BLUESTEM FINANCIAL ADVISORS, LLC is an institutional investor managing $259M across 33 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 BLUESTEM FINANCIAL ADVISORS, are Wrenne Financial Planning, Five Pine Wealth, Blankinship & Foster,, with shared positions in $MKL, $SCHW, $BRZE, $DDOG, $AFRM, $APH. The full ranking of 25 similar funds is below.

#1Wrenne Financial Planning LLCSmart money

Substantial overlap · 4 shared positions

$MKL $SCHW $BRZE $DDOG

$255M

49 positions

#2Five Pine Wealth ManagementActive

Substantial overlap · 4 shared positions

$MKL $SCHW $AFRM $BRZE

$161M

47 positions

#3Blankinship & Foster, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $BRZE $DDOG

$452M

75 positions

#4MilWealth Group LLCSmart money

Substantial overlap · 3 shared positions

$MKL $AFRM $BRZE

$420M

81 positions

#5CBIZ Investment Advisory Services, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $BRZE $SCHW

$2.7B

415 positions

#6Glassman Wealth ServicesSmart money

Substantial overlap · 4 shared positions

$MKL $DDOG $BRZE $SCHW

$736M

187 positions

#7Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$155M

74 positions

#8FC Advisory LLCActive

Notable overlap · 5 shared positions

$MKL $SCHW $DDOG $BRZE $AFRM

$342M

115 positions

#9SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$SCHW $MKL $BRZE $DDOG

$103M

37 positions

#10Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $DDOG $SCHW

$382M

55 positions

#11Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $DDOG $APH

$5.3B

399 positions

#12CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $DDOG $BRZE

$648M

134 positions

#13Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$1.4B

58 positions

#14Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$MKL $BRZE $DDOG $SCHW

$578M

118 positions

#15Kestra Investment Management, LLCActive

Notable overlap · 3 shared positions

$MKL $DDOG $SCHW

$5.8B

439 positions

#16VERITY Wealth AdvisorsActive

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$150M

81 positions

#17Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$MKL $SCHW $DDOG

$480M

160 positions

#18SAGE FINANCIAL GROUP INCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$1.5B

107 positions

#19Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MKL $BRZE $DDOG $APH

$678M

294 positions

#20Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SCHW $DDOG $MKL $AFRM

$335M

104 positions

#21Omega Financial Group, LLCPassive

Notable overlap · 4 shared positions

$SCHW $AFRM $APH $MKL

$308M

101 positions

#22Horizons Wealth ManagementActive

Notable overlap · 3 shared positions

$SCHW $DDOG $MKL

$152M

170 positions

#23Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$MKL $BRZE $DDOG

$1.1B

121 positions

#24INKWELL CAPITAL LLCActive

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$98M

31 positions

#25Note Advisors, LLCActive

Notable overlap · 3 shared positions

$SCHW $DDOG $BRZE

$200M

85 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.