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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
$113M
58 positions
#4East Coast Asset Management, LLC.Active
Notable overlap · 11 shared positions
$TJX$DE$TDG$WM$MCO$UNP
$339M
67 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
$149M
98 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
$148M
412 positions
#11NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$WM$UNP$TJX$KLAC$DHR$MCO
$1.7B
147 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
$297M
103 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
$276M
157 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
$783M
200 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
159 positions
#25Alhambra Investment Partners LLCPassive
Some overlap · 6 shared positions
$IAU$TJX$KLAC$ADP$MCD$AXP
$229M
182 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.