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Hedge Funds Similar to BLODGETT WEALTH ADVISORS

13F Portfolio OverlapQ3 2026BLODGETT WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BLODGETT WEALTH ADVISORS, LLC is an institutional investor managing $147M across 66 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BLODGETT WEALTH ADVISORS are Bluebird Wealth, Valtrion, PeakShares, with shared positions in $CRWD, $UBER, $AXP, $ETN, $WM, $MCD. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$AXP$ETN
$115M
89 positions
#2Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$UBER$WM$MCD$SNOW
$134M
103 positions
#3PeakShares LLCActive
Some overlap · 5 shared positions
$CRWD$UBER$AXP$MCD$PLTR
$134.4B
122 positions
#4GFG Capital, LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$AXP
$381M
89 positions
#5Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$CRWD$AXP$UBER$SNOW$ETN
$140M
100 positions
#6Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$UBER$CRM$ETN
$115M
50 positions
#7Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$UBER$AXP$CRWD$WM$CRM$ETN
$825M
104 positions
#8Destiny Wealth Partners, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$SNOW
$709M
186 positions
#9Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$CRWD$UBER$MCD$PLTR$SNOW
$868M
1,314 positions
#10Palacios Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$CRM
$169M
76 positions
#11Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$CRM
$269M
51 positions
#12Wisconsin Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$AXP$UBER$PLTR$CRM
$119M
84 positions
#13BRANDYWINE MANAGERS, LLCSmart money
Some overlap · 4 shared positions
$CRWD$UBER$SNOW$CRM
$202M
46 positions
#14ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$PLTR
$551M
40 positions
#15Juno Financial Group LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$ETN
$286M
72 positions
#16Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$AXP$ETN
$271M
55 positions
#17JERICHO FINANCIAL, LLPActive
Some overlap · 4 shared positions
$CRWD$WM$MCD$CRM
$202M
39 positions
#18Harold Davidson & Associates Inc.Active
Some overlap · 3 shared positions
$CRWD$AXP$MCD
$231M
59 positions
#19Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$CRWD$AXP$WM$MCD$PLTR
$194M
440 positions
#20Thomasville National BankPassive
Some overlap · 4 shared positions
$CRWD$UBER$AXP$CRM
$1.8B
241 positions
#21WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$MCD$ETN
$654M
379 positions
#22Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$CRM$ETN
$738M
208 positions
#23BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$CRWD$UBER$WM$CRM
$209M
295 positions
#24GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$CRM
$176M
113 positions
#25Asio Capital, LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$AXP
$816M
131 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.