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Hedge Funds Similar to Blue ,

13F Portfolio OverlapQ1 2026Blue , portfolio →
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Most similar hedge funds by 13F overlap

Blue Capital, Inc. is an institutional investor managing $153M across 107 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 Blue , are BCV Asset, Gold Investment Ltd., Pacifica Partners, with shared positions in $AMAT, $NEE, $BAC, $SU, $LRCX, $ALB. The full ranking of 25 similar funds is below.

#1BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$AMAT$NEE$BAC$SU
$2.9B
120 positions
#2Gold Investment Management Ltd.Passive
Some overlap · 4 shared positions
$AMAT$SU$BAC$LRCX
$323M
201 positions
#3Pacifica Partners Inc.Passive
Some overlap · 4 shared positions
$AMAT$SU$BAC$LRCX
$301M
451 positions
#4CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 7 shared positions
$AMAT$BAC$ALB$MO$BMY$MDLZ
$150M
86 positions
#5S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$PLD$BAC$NEE$AMAT$PH$CRM
$671M
178 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$CVS$BAC$BMY$MDLZ
$1.4B
56 positions
#7Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$AMAT$NEE$BAC$BMY$CRM
$13.2B
70 positions
#8Evergreen Private Wealth LLCPassive
Some overlap · 4 shared positions
$AMAT$PLD$PH$CRM
$247M
86 positions
#9Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$AMAT$CVS$NEE$CRM
$644M
154 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$OKTA$NEE$PH
$354M
66 positions
#11Cardinal Capital Management, Inc.Active
Some overlap · 3 shared positions
$SU$AMAT$NEE
$3.7B
66 positions
#12AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$PLD$PH$BAC$NEE$CRM
$15.1B
117 positions
#13CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$OKTA$NEE$BAC
$2.9B
69 positions
#14PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$OKTA$NEE$BAC
$402M
112 positions
#15BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$OKTA$BAC$PLD$CW$MDLZ
$578M
108 positions
#16MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 3 shared positions
$AMAT$SU$MO
$176M
81 positions
#17Three Seasons Wealth, LLCPassive
Some overlap · 8 shared positions
$ALB$AMAT$MO$BMY$EXEL$LRCX
$262M
187 positions
#18WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 6 shared positions
$AMAT$BAC$NEE$BMY$LRCX$CRM
$318M
148 positions
#19MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$NEE$PLD$PH$LRCX
$295M
82 positions
#20Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$NEE$PLD$BAC$LRCX
$221M
32 positions
#21WorthPointe, LLCActive
Some overlap · 3 shared positions
$OKTA$NEE$SGOL
$369M
118 positions
#22NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 4 shared positions
$PLD$NEE$ALB$EL
$2.6B
221 positions
#23Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$NEE$PLD$PH$BAC
$568M
460 positions
#24Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$NEE$PH$MO$BMY$LRCX$EXPE
$7.0B
103 positions
#25ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 4 shared positions
$AMAT$NEE$PH$LRCX
$331M
183 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.