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 BlueStem Wealth Partners,

13F Portfolio OverlapQ1 2026BlueStem Wealth Partners, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BlueStem Wealth Partners, LLC is an institutional investor managing $900M across 124 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 BlueStem Wealth Partners, are Phoenix Wealth Advisors, Midwest Advisors,, JIM SAULNIER & ASSOCIATES,, with shared positions in $SE, $GMM, $OKE, $FAST, $WFC, $WT. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Notable overlap · 5 shared positions

$SE $GMM $OKE $FAST $WFC

$253M

126 positions

#2Midwest Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$GMM $SE $WT $RBLX

$214M

199 positions

#3JIM SAULNIER & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$GMM $SNPS $AMN $HUM

$205M

139 positions

#4STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Notable overlap · 3 shared positions

$GMM $SE $LEN

$113M

82 positions

#5MMA ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SE $SNPS $REGN

$284M

179 positions

#6Sterneck Capital Management, LLCActive

Notable overlap · 4 shared positions

$GMM $AMN $TMO $WFC

$223M

116 positions

#7Topel & Distasi Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SE $GMM $NOW

$193M

58 positions

#8Coign Capital Advisors LLCActive

Notable overlap · 4 shared positions

$SE $GMM $TMO $BAC

$190M

80 positions

#9TIAA Wealth Investment Management LLCActive

Some overlap · 6 shared positions

$SE $TMO $UNH $NOW $TGT $WFC

$13.1B

563 positions

#10WealthTrak Capital Management LLCPassive

Some overlap · 4 shared positions

$GMM $LEN $SE $REGN

$140M

80 positions

#11Archer Investment Management, LLCPassive

Some overlap · 6 shared positions

$GMM $SE $WT $NOW $LEN $HUM

$238M

108 positions

#12SOL Capital Management COActive

Some overlap · 3 shared positions

$SE $RBLX $MMM

$206M

52 positions

#13Onyx Bridge Wealth Group LLCPassive

Some overlap · 7 shared positions

$BAH $SNPS $OKE $AMN $WT $REGN

$930M

373 positions

#14Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$SE $GMM $AMN $HUM

$525M

138 positions

#15DDFG, IncActive

Some overlap · 5 shared positions

$SE $NOW $HUM $BAC $UNH

$464M

86 positions

#16Verum Partners LLCActive

Some overlap · 4 shared positions

$SE $WT $HUM $BAC

$527M

176 positions

#17SYM FINANCIAL CorpActive

Some overlap · 3 shared positions

$SE $GMM $WT

$1.0B

415 positions

#18BLUELINE ADVISORS LLCActive

Some overlap · 4 shared positions

$SE $WT $HUM $NOW

$129M

217 positions

#19Shakespeare Wealth Management, LLCActive

Some overlap · 3 shared positions

$SE $WT $WFC

$422M

98 positions

#20Coronation Fund Managers Ltd.Active

Some overlap · 3 shared positions

$SE $UNH $TMO

$2.2B

53 positions

#21Jordan Park Group LLCSmart money

Some overlap · 5 shared positions

$SE $HUM $LEN $BAC $NOW

$1.9B

69 positions

#22Peak Wealth Management LLCActive

Some overlap · 3 shared positions

$SE $REGN $BAC

$122M

54 positions

#23Global Strategic Investment Solutions, LLCActive

Some overlap · 3 shared positions

$GMM $AMN $TMO

$1.0B

145 positions

#24Aspect Partners, LLCPassive

Some overlap · 3 shared positions

$SE $GMM $WT

$245M

709 positions

#25Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$SE $RBLX $HUM

$550M

74 positions

Compare BlueStem Wealth Partners,’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 BlueStem Wealth Partners,’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.