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 Blossom Wealth

13F Portfolio OverlapQ2 2026Blossom Wealth portfolio →

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Most similar hedge funds by 13F overlap

Blossom Wealth Management is an institutional investor managing $71M across 72 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Blossom Wealth are MATTERN, Ipsen Advisor Group, Nicholson Wealth Group, with shared positions in $WEC, $APH, $LHX, $ADI, $ECL, $AMGN. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$WEC $APH $LHX $ADI $ECL $AMGN

$857M

166 positions

#2Ipsen Advisor Group LLCPassive

Notable overlap · 7 shared positions

$IAU $ADI $AMGN $TXN $NEE $WM

$155M

107 positions

#3Nicholson Wealth Management Group, LLCPassive

Notable overlap · 8 shared positions

$ADI $APH $WEC $AMGN $TXN $MCD

$170M

111 positions

#4FORBES J M & CO LLPActive

Notable overlap · 7 shared positions

$IAU $TJX $APH $ECL $XYL $NEE

$1.3B

159 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$ADI $APH $TJX $SBUX $AMGN $TXN

$346M

113 positions

#6ALBION FINANCIAL GROUP /UTPassive

Notable overlap · 9 shared positions

$APH $SBUX $TJX $TXN $AMGN $QCOM

$1.7B

652 positions

#7Bigelow Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$IAU $TJX $ECL $TXN $NEE $PEP

$276M

157 positions

#8Destination Wealth ManagementPassive

Notable overlap · 8 shared positions

$ADI $ECL $TJX $QCOM $AMT $MCD

$4.3B

344 positions

#9CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$IAU $LHX $TJX $TXN $MCD $XYL

$767M

184 positions

#10CPA Asset Management LLCActive

Notable overlap · 7 shared positions

$IAU $ECL $MCD $NEE $AMGN $PEP

$347M

97 positions

#11Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ADI $TJX $QCOM $AMGN $TXN $MCD

$170M

61 positions

#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ADI $TJX $AMGN $NEE $WM $PEP

$8.0B

1,334 positions

#13Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ADI $ECL $TJX $SBUX $XYL $NEE

$116M

240 positions

#14PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 8 shared positions

$ADI $ECL $WEC $AMGN $QCOM $TJX

$844M

219 positions

#15Somerset Trust CoPassive

Notable overlap · 7 shared positions

$ADI $LHX $WEC $AMGN $MCD $NEE

$354M

186 positions

#16Private Harbour Investment Management & Counsel, LLCActive

Some overlap · 5 shared positions

$IAU $LHX $WEC $TJX $PEP

$84M

36 positions

#17Hamilton Point Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$IAU $TJX $AMGN $TXN $NEE $WM

$710M

193 positions

#18CINCINNATI INSURANCE COActive

Some overlap · 7 shared positions

$ADI $WEC $TJX $QCOM $RPM $MCD

$6.9B

64 positions

#19Birch Hill Investment Advisors LLCActive

Some overlap · 7 shared positions

$ADI $APH $ECL $TJX $NEE $PEP

$2.5B

211 positions

#20DEARBORN PARTNERS LLCPassive

Some overlap · 7 shared positions

$APH $WEC $ECL $QCOM $TXN $MCD

$1.8B

269 positions

#21Vision Capital Management, Inc.Active

Some overlap · 5 shared positions

$IAU $SBUX $QCOM $AMGN $NEE

$876M

156 positions

#22Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$IAU $ADI $LHX $AMGN $MCD $NEE

$1.3B

275 positions

#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$ADI $APH $WEC $SBUX $TXN $PEP

$1.3B

99 positions

#24Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$IAU $AMGN $MCD $NEE $WM $PEP

$227M

73 positions

#25MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 8 shared positions

$ECL $WEC $TXN $AMGN $MCD $NEE

$272M

149 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.