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Hedge Funds Similar to BLUELINE ADVISORS

13F Portfolio OverlapQ3 2026BLUELINE ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BLUELINE ADVISORS LLC is an institutional investor managing $142M across 259 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BLUELINE ADVISORS are Corsicana, Fi3 FINANCIAL ADVISORS, Bear Mountain, with shared positions in $MDY, $TRV, $DUK, $MRSH, $DIS, $ESS. The full ranking of 25 similar funds is below.

#1Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$TRV$DUK
$206M
309 positions
#2Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$MRSH$DIS
$418M
232 positions
#3Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$MDY$ESS$VMRK
$345M
214 positions
#4Granite FO LLCSmart money
Notable overlap · 3 shared positions
$MDY$MRSH$WM
$186M
172 positions
#5DC Investments Management, LLCActive
Some overlap · 4 shared positions
$MDY$AEP$UBER$NI
$293M
55 positions
#6Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$TRV$AEP
$487M
628 positions
#7Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$AEP$DIS
$477M
506 positions
#8JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$MRSH$WM
$4.1B
83 positions
#9STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$DUK$WEC
$392M
279 positions
#10TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$AEP$WM
$288M
94 positions
#11RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$IRM$SO
$581M
172 positions
#12Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$DIS$D
$241M
98 positions
#13TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$DUK$SRE$SO
$181M
134 positions
#14DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$DIS$IRM
$445M
204 positions
#15Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 6 shared positions
$MDY$DIS$GPC$DUK$SO$WM
$246M
143 positions
#16Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$SHW$DIS$UBER
$1.3B
62 positions
#17Cannon Wealth Management Services, LLCActive
Some overlap · 3 shared positions
$SHW$DUK$SO
$183M
99 positions
#18G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$AEP$WM
$345M
157 positions
#19TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$RL$SO
$1.7B
278 positions
#20Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$MRSH$SHW$DIS
$754M
41 positions
#21Meridian Financial Advisors, LLCActive
Some overlap · 6 shared positions
$MDY$AEP$D$DUK$SO$WM
$214M
154 positions
#22Shulman DeMeo Asset Management LLCSmart money
Some overlap · 4 shared positions
$MDY$AEP$DIS$SO
$505M
144 positions
#23WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$MRSH$UBER
$3.2B
291 positions
#24Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SHW$MRSH$AEP
$388M
115 positions
#25Blackston Financial Advisory Group, LLCActive
Slight overlap · 3 shared positions
$MDY$SHW$DUK
$177M
106 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.