What hedge funds are most similar to Bluebird Wealth Management LLC?

The funds with the most similar 13F portfolios to Bluebird Wealth Management LLC are ITHAKA GROUP, Accuvest Global Advisors, WD RUTHERFORD, based on overlapping conviction holdings in the latest SEC filings.

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 Bluebird Wealth

13F Portfolio OverlapQ1 2026Bluebird Wealth portfolio →

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Most similar hedge funds by 13F overlap

Bluebird Wealth Management LLC is an institutional investor managing $98M across 77 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 Bluebird Wealth are ITHAKA GROUP, Accuvest Global Advisors, WD RUTHERFORD, with shared positions in $CRWD, $ANET, $UBER, $NOW, $MELI, $SHOP. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Notable overlap · 6 shared positions

$CRWD $ANET $UBER $NOW $MELI $SHOP

$482M

38 positions

#2Accuvest Global AdvisorsPassive

Notable overlap · 7 shared positions

$UBER $SPOT $NOW $BABA $MELI $CRWD

$107M

57 positions

#3WD RUTHERFORD LLCPassive

Notable overlap · 6 shared positions

$CRWD $ANET $TJX $SYK $AXP $SHOP

$225M

71 positions

#4Infusive Asset Management Inc.Passive

Notable overlap · 6 shared positions

$SPOT $UBER $AXP $BABA $SHOP $MELI

$207M

32 positions

#5Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$ANET $UBER $NOW $LIN $SYK $AXP

$1.2B

95 positions

#6GFG Capital, LLCPassive

Notable overlap · 5 shared positions

$CRWD $TER $UBER $NOW $AXP

$313M

88 positions

#7AMF Tjanstepension ABActive

Notable overlap · 8 shared positions

$SPOT $BABA $LIN $MELI $VRTX $ETN

$15.1B

117 positions

#8ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 7 shared positions

$CRWD $UBER $MELI $SHOP $SPOT $NOW

$3.5B

110 positions

#9SWS PartnersPassive

Notable overlap · 8 shared positions

$GLW $DUK $MELI $TER $UBER $ETN

$405M

112 positions

#10Baltimore-Washington Financial Advisors, Inc.Active

Notable overlap · 7 shared positions

$ANET $UBER $TJX $SYK $RCL $CRWD

$2.3B

186 positions

#11COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 6 shared positions

$SPOT $UBER $AXP $LIN $MELI $SYK

$4.6B

52 positions

#12Teamwork Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$ANET $CRWD $TJX $AXP $ETN $VST

$946M

216 positions

#13Robbins FarleyPassive

Notable overlap · 5 shared positions

$ANET $TJX $UBER $ETN $CRWD

$226M

143 positions

#14MANNING & NAPIER ADVISORS LLCActive

Notable overlap · 6 shared positions

$TJX $UPS $SPOT $MELI $NOW $VRTX

$7.1B

616 positions

#15First Washington CORPActive

Notable overlap · 5 shared positions

$CRWD $ANET $UBER $BABA $ETN

$353M

50 positions

#16Kurv Investment Management LLCPassive

Notable overlap · 5 shared positions

$TER $UBER $SPOT $VST $SHOP

$173M

62 positions

#17Ravenswood Partners LPPassive

Notable overlap · 5 shared positions

$TJX $UBER $NOW $MELI $SHOP

$271M

35 positions

#18Parsonex Advisory Services, Inc.Passive

Notable overlap · 6 shared positions

$CRWD $UBER $SPOT $ETN $RCL $LIN

$102M

56 positions

#19Boothe Investment Group, Inc.Active

Notable overlap · 4 shared positions

$CRWD $C $UBER $NOW

$311M

40 positions

#20Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$CRWD $AXP $LIN $ETN $SYK

$207M

53 positions

#21Riggs Asset Managment Co. Inc.Passive

Notable overlap · 6 shared positions

$C $GLW $AXP $ANET $CRWD $MELI

$486M

127 positions

#22TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$TJX $LIN $ETN $NOW $VRTX $MELI

$3.0B

230 positions

#23Tamar Securities, LLCActive

Notable overlap · 5 shared positions

$REGN $SPOT $BABA $MELI $VST

$934M

91 positions

#24Twin Tree Management, LPPassive

Notable overlap · 7 shared positions

$LYB $NOW $GLW $CRWD $ANET $VRTX

$4.7B

1,240 positions

#25Benchmark Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$CRWD $SPOT $ANET $UBER $NOW

$172M

76 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.