13F Pro

Hedge Funds Similar to Blue Edge

13F Portfolio OverlapQ2 2026Blue Edge portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Blue Edge Capital, LLC is an institutional investor managing $833M across 137 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 Blue Edge are LONDON OF VIRGINIA, AGP FRANKLIN, Poehling, with shared positions in $GLW, $BLK, $NEU, $D, $NSC, $C. The full ranking of 25 similar funds is below.

#1LONDON CO OF VIRGINIAActive
Some overlap · 5 shared positions
$GLW$BLK$NEU$D$NSC
$17.5B
169 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$GLW$C$BA$MMM
$231M
93 positions
#3Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$MKL$C$MMM$DIS
$486M
164 positions
#4Landmark Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLW$C$BA
$418M
151 positions
#5Lincoln Capital LLCActive
Some overlap · 6 shared positions
$MKL$GLW$APH$BLK$MCD$DIS
$570M
138 positions
#6Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$C$MRVL
$560M
132 positions
#7Insight Inv LLCPassive
Some overlap · 3 shared positions
$GLW$C$MRVL
$210M
108 positions
#8Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLW$BA$ALB
$241M
108 positions
#9Parkside Investments, LLCActive
Some overlap · 3 shared positions
$GLW$C$DIS
$879M
95 positions
#10Bedell Frazier Investment Counselling, LLC
Some overlap · 6 shared positions
$C$BLK$BA$ALB$MCD$DIS
$495M
128 positions
#11Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$MKL$MCD
$399M
113 positions
#12CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLW$BA$DIS
$1.9B
79 positions
#13TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$GLW$BLK$NSC
$1.3B
220 positions
#14HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$GLW$C$MRVL
$1.1B
115 positions
#15GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$GLW$BLK$D
$1.2B
611 positions
#16Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$GLW$BLK$MCD
$999M
87 positions
#17Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$GLW$BLK$BA$MRVL$MCD$DIS
$1.6B
215 positions
#18Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$MKL$GLW$NSC$DIS
$542M
162 positions
#19Piscataqua Savings BankPassive
Some overlap · 4 shared positions
$GLW$BLK$MCD$DIS
$146M
410 positions
#20Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$GLW$C$MMM
$248M
96 positions
#21Values Added Financial LLCActive
Some overlap · 3 shared positions
$MKL$GLW$BLK
$277M
147 positions
#22VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$MKL$BLK$D$MCD
$203M
58 positions
#23Decker Retirement Planning Inc.Active
Some overlap · 3 shared positions
$GLW$MUFG$MRVL
$302M
359 positions
#24MARK ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$GLW$BA$DIS
$1.5B
42 positions
#25UNITED BANKActive
Some overlap · 3 shared positions
$GLW$BLK$MCD
$853M
130 positions

Compare Blue Edge’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 Blue Edge’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.