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 BLUEDOOR PRIVATE WEALTH

13F Portfolio OverlapQ2 2026BLUEDOOR PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

BLUEDOOR PRIVATE WEALTH, LLC is an institutional investor managing $238M across 164 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BLUEDOOR PRIVATE WEALTH are Hamilton Point Investment Advisors, Accretive Wealth Partners, Michael Brady, with shared positions in $IAU, $TJX, $DE, $CL, $DHR, $WM. The full ranking of 25 similar funds is below.

#1Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$IAU $TJX $DE $CL $DHR $WM

$710M

193 positions

#2Accretive Wealth Partners, LLCPassive

Notable overlap · 7 shared positions

$IAU $WM $UNP $TJX $MCD $TDG

$412M

181 positions

#3Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$TJX $WM $UNP $MCD $DHR $ADP

$110M

55 positions

#4East Coast Asset Management, LLC.Active

Notable overlap · 11 shared positions

$TJX $DE $TDG $WM $MCO $UNP

$624M

81 positions

#5Wallington Asset Management, LLCActive

Some overlap · 5 shared positions

$IAU $TJX $UNP $DE $CL

$814M

61 positions

#6Sage Investment Advisers LLCPassive

Some overlap · 5 shared positions

$IAU $WM $UNP $DE $MCD

$154M

96 positions

#7QUEST INVESTMENT MANAGEMENT LLCActive

Some overlap · 6 shared positions

$IAU $TJX $KLAC $DHR $TDG $UNP

$856M

115 positions

#8BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 6 shared positions

$WM $IAU $UNP $KLAC $DHR $SCHW

$1.5B

234 positions

#9HFR Wealth Management, LLCActive

Some overlap · 6 shared positions

$TJX $WM $UNP $DHR $ADP $SCHW

$410M

53 positions

#10Piscataqua Savings BankPassive

Some overlap · 7 shared positions

$TJX $UNP $WM $MCD $CL $DHR

$146M

410 positions

#11NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$WM $UNP $TJX $KLAC $DHR $MCO

$2.3B

156 positions

#12HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$WM $TJX $UNP $MCD $ADP $AXP

$321M

107 positions

#13NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 6 shared positions

$WM $UNP $TJX $DE $DHR $MCD

$2.7B

200 positions

#14Blossom Wealth ManagementActive

Some overlap · 5 shared positions

$IAU $TJX $MCD $WM $SIVR

$71M

72 positions

#15JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$WM $TJX $MCD $KLAC $ADP $CL

$4.1B

83 positions

#16CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$TJX $IAU $DE $MCD $ADP

$767M

184 positions

#17Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$IAU $WM $MCD $AXP

$227M

73 positions

#18Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$TJX $WM $MCD $KLAC $AXP

$292M

99 positions

#19Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$TJX $DE $MCD $CL $KLAC $ADP

$1.1B

204 positions

#20Bigelow Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $TJX $DE $DHR $AXP

$281M

154 positions

#21SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 5 shared positions

$TJX $IAU $KLAC $TDG $DHR

$2.1B

218 positions

#22CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 5 shared positions

$IAU $MCD $TJX $UNP $AXP

$777M

203 positions

#23Hemenway Trust Co LLCActive

Some overlap · 7 shared positions

$TJX $DHR $WM $ADP $SCHW $UNP

$1.4B

135 positions

#24FORBES J M & CO LLPActive

Some overlap · 3 shared positions

$IAU $TJX $UNP

$1.3B

157 positions

#25Alhambra Investment Partners LLCPassive

Some overlap · 6 shared positions

$IAU $TJX $KLAC $ADP $MCD $AXP

$234M

184 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.