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Hedge Funds Similar to BLUELINE ADVISORS

13F Portfolio OverlapQ1 2026BLUELINE ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BLUELINE ADVISORS LLC is an institutional investor managing $129M across 217 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 BLUELINE ADVISORS are WESCAP Group,, Bear Mountain ,, Marion Wealth, with shared positions in $WT, $USB, $COP, $SE, $SCHW, $HUM. The full ranking of 25 similar funds is below.

#1WESCAP Management Group, Inc.Active
Substantial overlap · 7 shared positions
$WT$USB$COP$SE$SCHW$HUM
$508M
107 positions
#2Bear Mountain Capital, Inc.Active
Notable overlap · 6 shared positions
$SE$COP$SCHW$MDY$AFRM$UPST
$333M
198 positions
#3Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$WT$COP$CTVA$UPST
$451M
146 positions
#4JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$WT$USB$COP
$102M
27 positions
#5Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$WT$USB$COP
$284M
125 positions
#6Dodds Wealth, LLCSmart money
Notable overlap · 5 shared positions
$SE$USB$SCHW$KKR$DIS
$407M
51 positions
#7SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$WT$CTVA$SCHW$MDY$SE
$125M
39 positions
#8FIDELIS iM, LLCSmart money
Notable overlap · 4 shared positions
$WT$COP$SCHW$HUM
$264M
25 positions
#9Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$COP$CTVA$SE$SCHW
$284M
91 positions
#10Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 4 shared positions
$WT$USB$COP$HUM
$153M
344 positions
#11Transcendent Capital Group LLCPassive
Notable overlap · 5 shared positions
$WT$SCHW$COP$USB$UPST
$219M
112 positions
#12Clearwater Capital Advisors, LLCActive
Notable overlap · 6 shared positions
$WT$USB$JHG$SE$KKR$COP
$1.2B
177 positions
#13Topel & Distasi Wealth Management, LLCActive
Notable overlap · 6 shared positions
$SE$COP$USB$AFRM$SCHW$NOW
$193M
58 positions
#14Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$USB$COP$SCHW$HUM$KKR
$420M
120 positions
#15Roan Capital PartnersPassive
Notable overlap · 3 shared positions
$WT$SE$MDY
$108M
77 positions
#16CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$USB$COP$SCHW$HUM
$363M
102 positions
#17KEYSTONE INVESTORS PTE LTD
Notable overlap · 3 shared positions
$SE$USB$NU
$1.1B
77 positions
#18Cordant, Inc.Active
Notable overlap · 5 shared positions
$USB$COP$SCHW$UPST$DIS
$246M
75 positions
#19DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$COP$SCHW$UPST
$464M
679 positions
#20Quaker Wealth Management, LLCActive
Notable overlap · 6 shared positions
$USB$COP$JHG$HUM$KKR$RELX
$320M
972 positions
#21Frontier Asset Management, LLCActive
Notable overlap · 6 shared positions
$SE$TECK$SCHW$WT$UPST$JHG
$477M
91 positions
#22TAGStone Capital, Inc.Passive
Notable overlap · 7 shared positions
$USB$COP$WT$SE$HUM$CTVA
$283M
137 positions
#23Farrell Financial LLCPassive
Notable overlap · 7 shared positions
$USB$COP$WT$SCHW$HUM$AFRM
$167M
76 positions
#24COLUMBIA ADVISORY PARTNERS LLCActive
Notable overlap · 4 shared positions
$WT$JHG$COP$HUM
$157M
92 positions
#25Tide Cove Capital Partners LLCSmart money
Notable overlap · 5 shared positions
$COP$USB$SCHW$HUM$KKR
$147M
13 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.