How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Blue Zone Wealth Advisors

13F Portfolio OverlapQ3 2026Blue Zone Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Blue Zone Wealth Advisors, LLC is an institutional investor managing $636M across 128 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 Zone Wealth Advisors are Strategic Wealth Investment Group, CARDEROCK, FIRST MANHATTAN, with shared positions in $CRWD, $AXP, $LIN, $ORLY, $TMO, $BX. The full ranking of 25 similar funds is below.

#1Strategic Wealth Investment Group, LLCPassive

Notable overlap · 9 shared positions

$CRWD $AXP $LIN $ORLY $TMO $BX

$825M

104 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$MCO $LIN $ORLY $TMO $IDXX $SPGI

$435M

70 positions

#3FIRST MANHATTAN CO. LLC.Active

Notable overlap · 8 shared positions

$BN $AZO $TMO $SPGI $LIN $CRM

$39.2B

742 positions

#4Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$CRWD $AXP $LIN $TMO $CP $SYK

$271M

55 positions

#5Aureus Asset Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $LIN $TMO $BX $NEE $SPGI

$1.6B

239 positions

#6Longview Partners (Guernsey) LTDActive

Notable overlap · 6 shared positions

$WST $AXP $MCO $TMO $CRM $SPGI

$6.2B

23 positions

#7Aviso Financial Inc.Passive

Notable overlap · 6 shared positions

$BN $LIN $TMO $CP $SPGI $RELX

$2.9B

273 positions

#8Wilian Securities, LLCPassive

Some overlap · 6 shared positions

$CRWD $LIN $TMO $NEE $SPGI $SYK

$169M

89 positions

#9Parkside Investments, LLCActive

Some overlap · 5 shared positions

$BN $ESI $TMO $BX $NEE

$879M

95 positions

#10BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 6 shared positions

$MRVL $MCO $TMO $CP $SPGI $APD

$6.8B

62 positions

#11MeadowBrook Investment Advisors LLCPassive

Some overlap · 6 shared positions

$MRVL $AXP $LIN $TMO $BA $SYK

$126M

196 positions

#12BOSTON FAMILY OFFICE LLCPassive

Some overlap · 7 shared positions

$TMO $NEE $SPGI $APD $IDXX $SYK

$1.6B

314 positions

#13Partners Group Holding AGActive

Some overlap · 5 shared positions

$BN $WMB $BX $CP $BAM

$1.5B

52 positions

#14BARR E S & COActive

Some overlap · 5 shared positions

$BN $AXP $MCO $BX $ORLY

$1.8B

112 positions

#15Strong Retirement Solutions LLCPassive

Some overlap · 6 shared positions

$CRWD $LIN $TMO $NEE $SPGI $SYK

$178M

84 positions

#16First Washington CORPActive

Some overlap · 5 shared positions

$CRWD $MRVL $CBOE $BABA $CP

$418M

51 positions

#17BCV Asset Management Inc.Active

Some overlap · 5 shared positions

$BN $MRVL $CP $NEE $TMO

$3.3B

116 positions

#18DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$ORLY $TMO $CRM $APD $BA $SYK

$121M

100 positions

#19MARKEL GROUP INC.Active

Some overlap · 6 shared positions

$BN $AXP $BX $LIN $BAM $MCO

$13.1B

130 positions

#20NEW SOUTH CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$BN $AZO $ESI $TMO $BAM

$2.3B

48 positions

#21AKO CAPITAL LLPActive

Some overlap · 7 shared positions

$WMB $MCO $CP $APD $LIN $EFX

$4.3B

22 positions

#22DE BURLO GROUP INCPassive

Some overlap · 5 shared positions

$BN $CRWD $ORLY $TMO $U

$547M

90 positions

#23ARCADIA INVESTMENT MANAGEMENT CORP/MI

Some overlap · 6 shared positions

$ORLY $TMO $CRWD $AXP $APD $SYK

$584M

366 positions

#24LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$LIN $NEE $CRWD $SPGI $BA $SYK

$155M

88 positions

#25FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$BN $AZO $SPGI $SYK $BAM

$4.6B

93 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.