13F Pro

Hedge Funds Similar to Blue

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

Blue Capital, Inc. is an institutional investor managing $161M across 136 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 Blue are WealthCare Asset, Exit Wealth Advisors, Cobblestone Asset, with shared positions in $UGA, $USO, $MO, $BMY, $SHOP, $EXPE. The full ranking of 25 similar funds is below.

#1WealthCare Asset Management, LLCActive
Notable overlap · 12 shared positions
$UGA$USO$MO$BMY$SHOP$EXPE
$116M
59 positions
#2Exit Wealth Advisors, LLC.Passive
Notable overlap · 9 shared positions
$UGA$MO$USO$BMY$SHOP$LAMR
$220M
150 positions
#3Cobblestone Asset Management LLCActive
Notable overlap · 5 shared positions
$PM$CSX$MO$BMY$D
$248M
77 positions
#4MILESTONE ASSET MANAGEMENT, LLCPassive
Notable overlap · 9 shared positions
$MO$BMY$SHOP$EXPE$LAMR$FTI
$631M
238 positions
#5NORDEN GROUP LLCPassive
Notable overlap · 9 shared positions
$MO$BMY$SHOP$EXPE$LAMR$FTI
$1.3B
673 positions
#6Strategic Planning, Inc.
Notable overlap · 4 shared positions
$F$D$DOW$MO
$199M
54 positions
#7Axim Planning & WealthActive
Notable overlap · 9 shared positions
$PM$MO$LAMR$ANET$EXPE$SHOP
$72M
92 positions
#8STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Notable overlap · 8 shared positions
$MO$BMY$SHOP$EXPE$LAMR$FTI
$105M
83 positions
#9Second Half Financial Partners, LLCActive
Notable overlap · 8 shared positions
$MO$BMY$SHOP$EXPE$LAMR$FTI
$244M
109 positions
#10SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$PM$C$DLR$UNP
$145M
43 positions
#11Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$CSX$MO
$126M
73 positions
#12Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$PM$D$MO
$1.2B
127 positions
#13Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$PM$D$MO
$140M
26 positions
#14Weinberger Asset Management, IncActive
Some overlap · 5 shared positions
$PM$MO$SHOP$DE$ANET
$312M
101 positions
#15Michels Family Financial, LLCPassive
Some overlap · 5 shared positions
$C$F$MO$BMY$VOD
$156M
148 positions
#16Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$F$DOW$MO$ANET
$227M
47 positions
#17Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$PM$D$MO$DLR$SGOL
$510M
228 positions
#18Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$DLR$PM$MO
$94M
64 positions
#19Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$PM$D$MO
$182M
43 positions
#20TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$MO$C$STX$MPC
$686M
151 positions
#21WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$PM$MO$STX$DE$UNP
$97M
110 positions
#22Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$PM$C$MO$F
$334M
127 positions
#23Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$PM$MO$EXPE$ANET$SHOP$LAMR
$112M
176 positions
#24Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$CSX$PM$C$UNP
$87M
113 positions
#25Landmark Wealth Management, LLCActive
Some overlap · 3 shared positions
$C$F$BMY
$418M
151 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.