13F Pro

Hedge Funds Similar to BLODGETT WEALTH ADVISORS

13F Portfolio OverlapQ2 2026BLODGETT WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BLODGETT WEALTH ADVISORS, LLC is an institutional investor managing $149M across 72 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 BLODGETT WEALTH ADVISORS are Bluebird Wealth, Valtrion, PeakShares, with shared positions in $CRWD, $UBER, $AXP, $ETN, $WM, $MCD. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$AXP$ETN
$115M
89 positions
#2Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$UBER$WM$MCD$SNOW
$134M
103 positions
#3PeakShares LLCActive
Some overlap · 5 shared positions
$CRWD$UBER$AXP$MCD$PLTR
$134.4B
122 positions
#4GFG Capital, LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$AXP
$363M
100 positions
#5Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$CRWD$AXP$UBER$SNOW$ETN
$140M
101 positions
#6Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$UBER$CRM$ETN
$115M
50 positions
#7Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$UBER$AXP$CRWD$WM$CRM$ETN
$825M
104 positions
#8Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$SNOW
$709M
186 positions
#9Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$CRWD$UBER$MCD$PLTR$SNOW
$808M
1,245 positions
#10Palacios Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$CRM
$169M
76 positions
#11Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$CRM
$269M
51 positions
#12Wisconsin Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$AXP$UBER$PLTR$CRM
$117M
90 positions
#13BRANDYWINE MANAGERS, LLCSmart money
Some overlap · 4 shared positions
$CRWD$UBER$SNOW$CRM
$202M
46 positions
#14ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$PLTR
$551M
40 positions
#15Juno Financial Group LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$ETN
$282M
73 positions
#16Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$AXP$ETN
$281M
55 positions
#17JERICHO FINANCIAL, LLPActive
Some overlap · 4 shared positions
$CRWD$WM$MCD$CRM
$193M
41 positions
#18Harold Davidson & Associates Inc.Active
Some overlap · 3 shared positions
$CRWD$AXP$MCD
$231M
59 positions
#19Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$CRWD$AXP$WM$MCD$PLTR
$178M
107 positions
#20Thomasville National BankPassive
Some overlap · 4 shared positions
$CRWD$UBER$AXP$CRM
$1.8B
241 positions
#21WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$MCD$ETN
$654M
379 positions
#22Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$CRM$ETN
$738M
208 positions
#23BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$CRWD$UBER$WM$CRM
$213M
305 positions
#24GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$CRM
$179M
118 positions
#25Asio Capital, LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$AXP
$781M
109 positions

Compare BLODGETT WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BLODGETT WEALTH ADVISORS’s holdings

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.