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 BlueChip Wealth Advisors

13F Portfolio OverlapQ1 2026BlueChip Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

BlueChip Wealth Advisors LLC is an institutional investor managing $228M across 147 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 BlueChip Wealth Advisors are LAWSON KROEKER INVESTMENT /NE, Compass Financial Services, Rockport Wealth, with shared positions in $AFL, $FITB, $MCD, $KO, $DHR, $HUM. The full ranking of 25 similar funds is below.

#1LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Some overlap · 4 shared positions

$AFL $FITB $MCD $KO

$343M

59 positions

#2Compass Financial Services IncActive

Some overlap · 5 shared positions

$FITB $DHR $HUM $SLV $KO

$231M

56 positions

#3Rockport Wealth LLCActive

Some overlap · 3 shared positions

$FITB $DHR $SLV

$549M

101 positions

#4Center for Wealth Management AdvisoryActive

Some overlap · 3 shared positions

$FITB $KO $COP

$139M

62 positions

#5HFG Advisors, Inc.Passive

Some overlap · 3 shared positions

$FITB $HUM $AFL

$142M

117 positions

#6Investors Research CorpPassive

Some overlap · 3 shared positions

$FITB $TFC $AGQ

$523M

848 positions

#7HC Advisors, LLCActive

Some overlap · 3 shared positions

$FITB $KO $SO

$149M

60 positions

#8Csenge Advisory GroupPassive

Some overlap · 3 shared positions

$FITB $REGN $HUM

$2.2B

747 positions

#9Wisconsin Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$FITB $GLTR $PANW

$102M

84 positions

#10Approach Retirement Advisors, LLCActive

Some overlap · 4 shared positions

$AFL $SO $KO $HUM

$120M

79 positions

#11Key Client Fiduciary Advisors, LLCPassive

Some overlap · 4 shared positions

$FITB $DHR $HUM $SLV

$294M

216 positions

#12EDMP, INC.Passive

Some overlap · 3 shared positions

$AFL $TFC $C

$124M

71 positions

#13PMG Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$FITB $HUM $AGQ

$139M

59 positions

#14Guinness Asset Management LTDActive

Some overlap · 3 shared positions

$AFL $KO $DHR

$5.8B

143 positions

#15Financial Harvest, LLCActive

Some overlap · 4 shared positions

$AFL $FITB $KO $MCD

$170M

57 positions

#16Oxford Wealth Group, LLCPassive

Some overlap · 3 shared positions

$FITB $REGN $C

$183M

88 positions

#17Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$FITB $HUM $COP

$509M

132 positions

#18Advisory Resource GroupPassive

Some overlap · 4 shared positions

$FITB $AFL $DHR $COP

$581M

172 positions

#19Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$AFL $KO $MCD $RELX $COP

$245M

98 positions

#20Proactive Wealth Strategies LLCPassive

Some overlap · 4 shared positions

$FITB $REGN $KO $PANW

$532M

210 positions

#21Valtrion Capital Management, LLCActive

Some overlap · 6 shared positions

$DHR $AFL $KO $AGQ $MCD $PANW

$106M

93 positions

#22Keystone Financial Group, Inc.Active

Some overlap · 5 shared positions

$DHR $TFC $HUM $SO $SLV

$192M

134 positions

#23GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 4 shared positions

$FITB $TFC $SO $KO

$2.1B

232 positions

#24CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$AFL $DHR $HUM

$98M

117 positions

#25WETZEL INVESTMENT ADVISORS, INC.Active

Some overlap · 6 shared positions

$FITB $C $HUM $REGN $COP $RELX

$252M

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.