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 OverlapQ1 2026Blossom Wealth portfolio →

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Most similar hedge funds by 13F overlap

Blossom Wealth Management is an institutional investor managing $67M across 74 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 Blossom Wealth are FORBES J M & LLP, Bigelow Investment Advisors,, Accretive Wealth Partners,, with shared positions in $IAU, $HUM, $BAC, $TJX, $IBM, $ECL. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive

Notable overlap · 9 shared positions

$IAU $HUM $BAC $TJX $IBM $ECL

$1.2B

150 positions

#2Bigelow Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$HUM $IAU $SNOW $TJX $NEE $ECL

$250M

153 positions

#3Accretive Wealth Partners, LLCPassive

Notable overlap · 7 shared positions

$HUM $IAU $KO $TJX $MCD $WM

$356M

180 positions

#4CPA Asset Management LLCActive

Notable overlap · 7 shared positions

$IAU $HUM $ECL $MCD $NEE $NSC

$298M

99 positions

#5Sage Investment Advisers LLCPassive

Notable overlap · 6 shared positions

$IAU $HUM $IBM $SNOW $WM $NSC

$135M

89 positions

#6Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $IAU $TJX $BAC

$98M

68 positions

#7WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$HUM $IAU $MCD $NEE

$284M

123 positions

#8Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $FNV

$732M

125 positions

#9Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $IAU $SNOW $WEC

$167M

71 positions

#10EQ WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $IAU $MCD $AMGN

$171M

54 positions

#11Hamrick Investment Counsel, llcPassive

Notable overlap · 6 shared positions

$HUM $IBM $SBUX $AMGN $WTRG $WM

$180M

359 positions

#12Note Advisors, LLCActive

Notable overlap · 5 shared positions

$IAU $HUM $MCD $NSC $ADI

$200M

85 positions

#13Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$IAU $IBM $TJX $WTRG $AMGN $NEE

$649M

186 positions

#14Excelsior Advisor Network LLCPassive

Notable overlap · 6 shared positions

$IAU $HUM $SNOW $NEE $BAC $IBM

$263M

226 positions

#15BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Notable overlap · 5 shared positions

$IAU $HUM $ADI $TJX $AMGN

$2.4B

787 positions

#16LS Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$HUM $BAC $ECL $IBM $APH $TJX

$668M

126 positions

#17Global Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $IAU $SIVR $AMGN

$183M

44 positions

#18Hurlow Wealth Management Group, Inc.Active

Notable overlap · 9 shared positions

$HUM $IAU $SNOW $MCD $ADI $NEE

$420M

120 positions

#19Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$IBM $SBUX $SNOW $TJX $MCD $AMGN

$353M

78 positions

#20Laurel Wealth Advisors LLCActive

Some overlap · 6 shared positions

$HUM $BAC $AMGN $KO $TJX $MCD

$1.0B

192 positions

#21Catherine Avery Investment Management LLCPassive

Some overlap · 7 shared positions

$IBM $LHX $BAC $MCD $AMGN $NEE

$223M

109 positions

#22Red Mountain Financial, LLCPassive

Some overlap · 5 shared positions

$IAU $HUM $SNOW $MCD $AMGN

$106M

79 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 8 shared positions

$IBM $SBUX $SNOW $TJX $MCD $AMGN

$272M

95 positions

#24SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$HUM $IAU $BAC $KO $WM

$274M

131 positions

#25Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 7 shared positions

$HUM $TJX $MCD $KO $SNOW $IBM

$300M

398 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.