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Hedge Funds Similar to Blue Fin

13F Portfolio OverlapQ2 2026Blue Fin portfolio →
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Most similar hedge funds by 13F overlap

Blue Fin Capital, Inc. is an institutional investor managing $692M 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 Blue Fin are Trifecta Advisors, Modus Advisors, Essential Investment Partners, with shared positions in $CRWD, $TJX, $BLK, $LMT, $MDY, $AMGN. The full ranking of 25 similar funds is below.

#1Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$CRWD$TJX$BLK$LMT$MDY$AMGN
$808M
315 positions
#2Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$ARM$NEE$LMT$BX
$405M
118 positions
#3Essential Investment Partners LLCPassive
Some overlap · 6 shared positions
$CRWD$TJX$LMT$SYK$DHI$BX
$125M
312 positions
#4Blue Zone Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$CRWD$BN$NEE$SYK$BX$SPGI
$636M
128 positions
#5Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 6 shared positions
$CRWD$TJX$BLK$SYK$MDY$NEE
$2.7B
206 positions
#6RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 5 shared positions
$CRWD$TJX$BLK$NEE$SYK
$794M
188 positions
#7NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ARM$TJX$BLK$NEE$SYK
$1.5B
191 positions
#8LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$CRWD$BLK$NEE$SYK$AMGN$SPGI
$155M
88 positions
#9Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$CRWD$BLK$LMT$AMGN$BX
$599M
225 positions
#10Proactive Wealth Strategies LLCPassive
Some overlap · 5 shared positions
$CRWD$TJX$AMGN$BX$NEE
$623M
222 positions
#11MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 6 shared positions
$CRWD$BN$NEE$LMT$AMGN$BX
$314M
163 positions
#12WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$TJX$NEE$SYK
$263M
78 positions
#13Slow Capital, Inc.Active
Some overlap · 3 shared positions
$CRWD$ARM$TJX
$890M
110 positions
#14AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$CRWD$ARM$TJX
$1.7B
100 positions
#15Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$TJX$BLK$NEE$SYK$MDY$BX
$1.0B
160 positions
#16SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$CRWD$TJX$NEE$SYK$TDG
$2.1B
218 positions
#17WASHINGTON TRUST CoPassive
Some overlap · 6 shared positions
$TJX$BLK$NEE$SYK$MDY$SPGI
$3.2B
291 positions
#18Nikulski Financial, Inc.Passive
Some overlap · 4 shared positions
$CRWD$TJX$LMT$SYK
$464M
180 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$BLK$NEE$LMT$AMGN$DHI
$1.3B
73 positions
#20Employees Provident Fund BoardActive
Some overlap · 3 shared positions
$CRWD$ARM$NEE
$17.4B
68 positions
#21Decker Wealth Management LLCActive
Some overlap · 5 shared positions
$CRWD$TJX$AMGN$LMT$SYK
$493M
122 positions
#22Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$CRWD$TJX$BLK$NEE
$1.6B
184 positions
#23KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$BN$BLK$LMT
$351M
166 positions
#24Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$TJX$NEE$BX
$232M
197 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$TJX$LMT$AMGN
$360M
73 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.