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Hedge Funds Similar to BLODGETT WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026BLODGETT WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

BLODGETT WEALTH ADVISORS, LLC is an institutional investor managing $126M across 64 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 BLODGETT WEALTH ADVISORS, are PeakShares, GFG ,, Bluebird Wealth, with shared positions in $UBER, $CRWD, $WM, $PANW, $MCD, $CRM. The full ranking of 25 similar funds is below.

#1PeakShares LLCPassive
Some overlap · 8 shared positions
$UBER$CRWD$WM$PANW$MCD$CRM
$109M
116 positions
#2GFG Capital, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$AXP$PANW
$313M
88 positions
#3Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$AXP
$98M
77 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AXP$CRWD$WM$MCD$HON$IBM
$272M
95 positions
#5LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 5 shared positions
$CRWD$UBER$WM$MCD$CRM
$133M
61 positions
#6New England Research & Management, Inc.Passive
Some overlap · 6 shared positions
$UBER$CRWD$PANW$MCD$KMB$IBM
$237M
143 positions
#7LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$UBER$AXP$PANW$MCD$IBM
$677M
182 positions
#8Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$CRWD$UBER$PANW$CRM
$13.2B
70 positions
#9Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$UBER$CRWD$PANW$MCD$CRM
$363M
117 positions
#10Palacios Wealth Management, LLCActive
Some overlap · 5 shared positions
$CRWD$UBER$CRM$IBM$VZ
$160M
75 positions
#11NCP Inc.Active
Some overlap · 6 shared positions
$CRWD$WM$PANW$HON$IBM$VZ
$60M
76 positions
#12Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$UBER$AXP$WM$CRM$IBM
$788M
94 positions
#13Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$WM$PANW$MCD$UBER
$106M
93 positions
#14BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 5 shared positions
$UBER$MCD$AXP$WM$CRM
$176M
78 positions
#15Altrafin AGActive
Some overlap · 3 shared positions
$CRWD$UBER$PANW
$290M
52 positions
#16Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$PANW
$172M
76 positions
#17ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$PANW
$482M
38 positions
#18WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$AXP$PANW$HON
$225M
71 positions
#19Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$AXP$UBER$WM$PANW
$404M
57 positions
#20Directional Asset ManagementPassive
Some overlap · 4 shared positions
$CRWD$UBER$WM$VZ
$109M
90 positions
#21BRANDYWINE MANAGERS, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$PANW$CRM
$170M
40 positions
#22Volterra Technologies LPPassive
Some overlap · 4 shared positions
$UBER$CRWD$PANW$CRM
$823M
301 positions
#23Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$PANW$CRM
$607M
199 positions
#24Chapman Investment Management, LLCActive
Some overlap · 4 shared positions
$UBER$AXP$WM$CRM
$121M
26 positions
#25JERICHO FINANCIAL, LLPActive
Some overlap · 4 shared positions
$CRWD$WM$MCD$CRM
$159M
40 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.