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Hedge Funds Similar to BluePrint Investing

13F Portfolio OverlapQ1 2026BluePrint Investing portfolio →
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Most similar hedge funds by 13F overlap

BluePrint Investing LLC is an institutional investor managing $134M across 26 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 BluePrint Investing are Cordant,, MASTER'S WEALTH, DecisionPoint Financial,, with shared positions in $UPST, $USB, $SCHW, $NKE, $COP, $NEE. The full ranking of 25 similar funds is below.

#1Cordant, Inc.Active
Substantial overlap · 5 shared positions
$UPST$USB$SCHW$NKE$COP
$246M
75 positions
#2MASTER'S WEALTH MANAGEMENT INC.Active
Substantial overlap · 3 shared positions
$UPST$NEE$COP
$295M
82 positions
#3DecisionPoint Financial, LLCActive
Substantial overlap · 5 shared positions
$USB$SCHW$COP$UPST$NKE
$464M
679 positions
#4Strata Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$UPST$SCHW$NKE
$365M
87 positions
#5Causey Wealth LLCPassive
Substantial overlap · 5 shared positions
$USB$UPST$NKE$SCHW$COP
$236M
81 positions
#6E&R Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$UPST$SCHW$COP
$100M
12 positions
#7PRESILIUM PRIVATE WEALTH, LLCActive
Substantial overlap · 4 shared positions
$UPST$SCHW$COP$NKE
$567M
75 positions
#8Strategic Financial Services, Inc.Smart money
Substantial overlap · 5 shared positions
$USB$UPST$NKE$COP$NEE
$2.1B
152 positions
#9CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 3 shared positions
$USB$SCHW$COP
$363M
102 positions
#10Foundation Wealth Management, LLC\PAActive
Substantial overlap · 5 shared positions
$USB$NEE$COP$SCHW$NKE
$284M
91 positions
#11Carrera Capital AdvisorsActive
Substantial overlap · 3 shared positions
$ABNB$NEE$COP
$649M
188 positions
#12NEPC LLCSmart money
Substantial overlap · 3 shared positions
$USB$UPST$COP
$5.0B
51 positions
#13Shotwell Rutter Baer IncActive
Substantial overlap · 3 shared positions
$USB$NKE$COP
$170M
38 positions
#14Longview Financial Advisors LLCActive
Notable overlap · 4 shared positions
$USB$NKE$COP$SCHW
$184M
157 positions
#15FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$NEE$SCHW
$354M
66 positions
#16Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$SCHW$NKE$ABNB
$228M
72 positions
#17ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UPST$SCHW$NKE$COP
$370M
119 positions
#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$UPST$USB$NEE$SCHW$COP
$350M
95 positions
#19Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$NEE
$552M
93 positions
#20Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$UPST$NEE
$822M
253 positions
#21Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$UPST$USB$COP$NEE
$228M
60 positions
#22Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$SCHW$UPST$COP
$1.8B
57 positions
#23KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$227M
92 positions
#24Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$UPST$SCHW$COP$USB
$184M
56 positions
#25Hassell Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$UPST$COP
$298M
28 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.