What hedge funds are most similar to Bluebird Wealth Management LLC?

The funds with the most similar 13F portfolios to Bluebird Wealth Management LLC are ITHAKA GROUP, Kessler Investment Group, GFG, based on overlapping conviction holdings in the latest SEC filings.

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 Bluebird Wealth

13F Portfolio OverlapQ2 2026Bluebird Wealth portfolio →

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Most similar hedge funds by 13F overlap

Bluebird Wealth Management LLC is an institutional investor managing $115M across 89 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 Bluebird Wealth are ITHAKA GROUP, Kessler Investment Group, GFG, with shared positions in $CRWD, $VRT, $ANET, $UBER, $NOW, $HOOD. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Notable overlap · 7 shared positions

$CRWD $VRT $ANET $UBER $NOW $HOOD

$551M

40 positions

#2Kessler Investment Group, LLCPassive

Notable overlap · 6 shared positions

$CRWD $GLW $VRT $ANET $NOW $UPS

$234M

81 positions

#3GFG Capital, LLCPassive

Notable overlap · 6 shared positions

$CRWD $TER $UBER $NOW $HOOD $AXP

$363M

100 positions

#4Riggs Asset Managment Co. Inc.Passive

Notable overlap · 8 shared positions

$GLW $C $CRWD $ANET $AXP $ETN

$560M

132 positions

#5Employees Provident Fund BoardActive

Notable overlap · 8 shared positions

$CRWD $DDOG $NOW $UBER $LIN $MDB

$17.4B

68 positions

#6SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$C $TER $VRT $ANET $HOOD $RDDT

$895M

185 positions

#7GUERRA PAN ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$CRWD $ANET $ASML $GLW $UBER $VRT

$179M

118 positions

#8ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$CRWD $DDOG $TJX $ASML $LIN $MELI

$713M

97 positions

#9VMS Asset Management LimitedPassive

Notable overlap · 5 shared positions

$CRWD $DDOG $GLW $VRT $TER

$315M

33 positions

#10Asio Capital, LLCActive

Notable overlap · 7 shared positions

$CRWD $C $ASML $UBER $ANET $MELI

$781M

109 positions

#11Slow Capital, Inc.Active

Notable overlap · 9 shared positions

$CRWD $DDOG $SPOT $MELI $ASML $UBER

$857M

111 positions

#12Vivid Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$ANET $TJX $AXP $NOW $HOOD $ETN

$284M

73 positions

#13Avalon Global Asset Management LLCActive

Notable overlap · 5 shared positions

$CRWD $VRT $NOW $ETN $MDB

$917M

38 positions

#14PeakShares LLCActive

Notable overlap · 6 shared positions

$CRWD $GLW $ANET $UBER $AXP $TJX

$134.4B

122 positions

#15WD RUTHERFORD LLCPassive

Notable overlap · 5 shared positions

$CRWD $ANET $VRT $TJX $HOOD

$276M

75 positions

#16Teamwork Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$ANET $AXP $NOW $HOOD $ETN $TJX

$1.1B

215 positions

#17GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$CRWD $DDOG $VRT $ANET $HOOD

$363M

43 positions

#18Titan Wealth (CI) LtdPassive

Notable overlap · 5 shared positions

$CRWD $ANET $UBER $NOW $RDDT

$269M

51 positions

#19Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$CRWD $VRT $ANET $ASML $SPOT $UBER

$228M

70 positions

#20PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$CRWD $VRT $GLW $SPOT $HOOD $NOW

$174M

92 positions

#21Forefront Wealth Partners, LLC

Notable overlap · 9 shared positions

$ASML $CRWD $VRT $MELI $UBER $NOW

$323M

177 positions

#22Trifecta Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$CRWD $VRT $ETN $UBER $VRTX $TJX

$776M

493 positions

#23PRINCETON CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CRWD $GLW $C $VRTX $AXP $NOW

$443M

145 positions

#24BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ANET $AXP $HOOD $TJX $ETN $VST

$414M

106 positions

#25BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$GLW $CRWD $VRT $ASML $VST $SPOT

$543M

140 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.