13F Pro

Hedge Funds Similar to Bluesphere Advisors,

13F Portfolio OverlapQ1 2026Bluesphere Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bluesphere Advisors, LLC is an institutional investor managing $281M across 121 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 Bluesphere Advisors, are Kraft, Davis & Associates,, Odyssey Advisors,, WealthCare Investment Partners,, with shared positions in $SAN, $SHW, $HUM, $WT, $PANW, $MS. The full ranking of 25 similar funds is below.

#1Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$SAN$SHW$HUM$WT
$469M
151 positions
#2Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$SAN$SHW$HUM$PANW$MS$DIA
$112M
97 positions
#3WealthCare Investment Partners, LLCPassive
Some overlap · 6 shared positions
$SAN$HUM$WT$SHW$MS$SLV
$360M
191 positions
#4WNY Asset Management, LLCPassive
Some overlap · 5 shared positions
$SAN$SHW$HUM$MS$SLV
$967M
249 positions
#5CDKV HOLDINGS LLCActive
Some overlap · 4 shared positions
$SAN$PM$HUM$PANW
$114M
275 positions
#6Maxele Advisors, LLC
Some overlap · 6 shared positions
$SAN$WT$MS$SLV$UNH$DIA
$123M
100 positions
#7Future Financial Wealth Managment LLCActive
Some overlap · 4 shared positions
$SAN$SHW$HUM$UNH
$155M
128 positions
#8Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$SAN$UNH$PANW
$102M
84 positions
#9Interactive Financial AdvisorsActive
Some overlap · 6 shared positions
$SAN$HUM$WT$SHW$SLV$MS
$153M
78 positions
#10Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$SAN$SHW$HUM$MS$SLV
$383M
290 positions
#11Capstone Wealth Management Group LLCPassive
Some overlap · 4 shared positions
$SAN$HUM$WT$SLV
$163M
123 positions
#12PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 4 shared positions
$SAN$PM$HUM$SHW
$177M
77 positions
#13Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$SAN$UNH$SCHW
$6.7B
103 positions
#14PW Nova Financial Services LLCPassive
Some overlap · 5 shared positions
$SAN$SHW$HUM$PANW$VRT
$399M
193 positions
#15Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 7 shared positions
$UNH$PM$WT$SLV$VRT$MS
$477M
70 positions
#16Chicago Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SAN$MS$SLV$PANW
$251M
59 positions
#17Beckerman Institutional, LLCPassive
Some overlap · 5 shared positions
$SAN$PM$HUM$WT$MS
$188M
121 positions
#18Game Plan Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$SAN$PM
$222M
348 positions
#19Well Done, LLCActive
Some overlap · 6 shared positions
$SAN$WT$MS$SLV$HUM$DIA
$681M
197 positions
#20CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SAN$HUM$MS$PANW
$463M
177 positions
#21MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 4 shared positions
$SHW$SAN$WT$SLV
$147M
52 positions
#22Canoe Financial LPActive
Some overlap · 5 shared positions
$SHW$PM$MTB$TJX$EQT
$7.3B
112 positions
#23HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$SAN$PANW$VRT
$162M
59 positions
#24360 Financial, Inc.Active
Some overlap · 3 shared positions
$SAN$HUM$MS
$332M
80 positions
#25Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$SAN$HUM$SLV$DIA
$195M
138 positions

Compare Bluesphere Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Bluesphere Advisors,’s holdings

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.