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Hedge Funds Similar to BlueChip Wealth Advisors

13F Portfolio OverlapQ2 2026BlueChip Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

BlueChip Wealth Advisors LLC is an institutional investor managing $264M across 172 U.S. equity positions as of Q2 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 Griffith & Werner, Catherine Avery Investment, Signature Wealth Group, with shared positions in $TFC, $SO, $C, $CEG, $STX, $MCD. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$TFC$SO$C$CEG
$213M
71 positions
#2Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$TFC$C$STX$MCD
$229M
166 positions
#3Signature Wealth Management Group
Some overlap · 4 shared positions
$TFC$SO$MCD$BA
$263M
128 positions
#4Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$TFC$SO$MCD
$481M
45 positions
#5Welch Group, LLCPassive
Some overlap · 3 shared positions
$TFC$SO$MCD
$2.9B
326 positions
#6Keystone Financial Group, Inc.Active
Some overlap · 3 shared positions
$TFC$SO$SLV
$191M
122 positions
#7Anchor Bay Capital, Inc.Passive
Some overlap · 4 shared positions
$TFC$STX$CEG$BA
$185M
341 positions
#8United BankPassive
Some overlap · 4 shared positions
$SO$TFC$C$MCD
$329M
122 positions
#9Rather & Kittrell, Inc.Active
Some overlap · 3 shared positions
$TFC$SO$MCD
$716M
108 positions
#10SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$SO$C$ADP$MCD$BPRE
$1.3B
97 positions
#11Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$TFC$C$COHR$CEG
$524M
92 positions
#12Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$SO$IBIT$STX$IAU
$955M
337 positions
#13Ballew Advisors, IncActive
Some overlap · 4 shared positions
$SO$TFC$IBIT$IAU
$194M
129 positions
#14Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$TFC$SO$MCD
$703M
160 positions
#15Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$SLV$CEG$ADP$MCD$IAU
$145M
99 positions
#16PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$SO$C$ADP$MCD
$1.2B
103 positions
#17Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$TFC$C$IAU
$189M
139 positions
#18United Financial Planning Group LLCActive
Some overlap · 5 shared positions
$SLV$CEG$STX$MCD$BA
$197M
465 positions
#19MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 5 shared positions
$SLV$SO$GLTR$IAU$CEG
$1.4B
144 positions
#20Nalls Sherbakoff Group, LLCPassive
Some overlap · 4 shared positions
$TFC$SLV$SO$ADP
$141M
378 positions
#21Old North State Trust, LLCPassive
Some overlap · 3 shared positions
$SO$TFC$STX
$194M
151 positions
#22Grant Street Asset Management, Inc.Smart money
Some overlap · 4 shared positions
$SO$IBIT$MCD$IAU
$610M
92 positions
#23Ameliora Wealth Management Ltd.Passive
Some overlap · 5 shared positions
$SLV$C$BA$IAU$IBIT
$337M
229 positions
#24Bank & Trust CoPassive
Some overlap · 4 shared positions
$TFC$C$SO$MCD
$158M
303 positions
#25PALLADIEM, LLCActive
Some overlap · 4 shared positions
$SLV$IBIT$GLTR$COHR
$103M
136 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.