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Hedge Funds Similar to Blueprint Financial Advisors

13F Portfolio OverlapQ2 2026Blueprint Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Blueprint Financial Advisors LLC is an institutional investor managing $900M across 131 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 Blueprint Financial Advisors are Blueprint Investment Partners, Oxbow Advisors, Evelyn Partners Asset Ltd, with shared positions in $SNDR, $MPLX, $IAU, $CLS, $DOV, $ANET. The full ranking of 25 similar funds is below.

#1Blueprint Investment Partners LLCActive
Highly similar · 18 shared positions
$SNDR$MPLX$IAU$CLS$DOV$ANET
$1.2B
159 positions
#2Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$MPLX$IAU$ET
$1.2B
265 positions
#3Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$IAU$DOV$ANET$SGOL
$406M
308 positions
#4Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$PHYS$PSLV
$1.2B
196 positions
#5Towneley Capital Management, Inc / DESmart money
Some overlap · 5 shared positions
$IAU$DOV$PHYS$STT$SGOL
$505M
45 positions
#6Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$MPLX$DOV$ET
$181M
29 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$ORLY$ET
$769M
225 positions
#8MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$DOV$PHYS$GLDM
$167M
106 positions
#9Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$IAU$DOV$GLDM$VZ
$305M
230 positions
#10LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$DOV$PHYS$PSLV
$2.7B
633 positions
#11Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$DOV$GLDM$STT
$166M
570 positions
#12Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$IAU$DOV$ORLY
$1.2B
189 positions
#13Compass Financial Group, INC/SDSmart money
Some overlap · 4 shared positions
$MPLX$DOV$ET$NLY
$922M
120 positions
#14REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$PHYS
$1.9B
100 positions
#15Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$IAU$CLS$GLDM$STT
$251M
74 positions
#16FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$ANET$ORLY$VZ
$1.3B
157 positions
#17FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$IAU$DOV$STT$SGOL
$2.0B
420 positions
#18Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$165M
79 positions
#19MYECFO, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$266M
72 positions
#20Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$3.4B
392 positions
#21NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$283M
75 positions
#22Frankly Finances, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$ET$T
$127M
90 positions
#23Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DOV$STT
$830M
159 positions
#24Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$STT
$270M
107 positions
#25PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$IAU$DOV$STT
$1.7B
236 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.