13F Pro

Hedge Funds Similar to Blueprint Financial Advisors

13F Portfolio OverlapQ2 2026Blueprint Financial Advisors portfolio →
Institutional-grade research for retail investors

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
$1.1B
197 positions
#5Towneley Capital Management, Inc / DESmart money
Some overlap · 5 shared positions
$IAU$DOV$PHYS$STT$SGOL
$509M
46 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
$760M
229 positions
#8MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$PHYS$GLDM
$162M
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
$1.1B
154 positions
#13Compass Financial Group, INC/SDSmart money
Some overlap · 4 shared positions
$MPLX$DOV$ET$NLY
$872M
119 positions
#14REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$PHYS
$1.9B
103 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
159 positions
#17FIFTH THIRD SECURITIES, INC.Active
Some overlap · 4 shared positions
$IAU$DOV$STT$SGOL
$1.8B
360 positions
#18Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$144M
82 positions
#19MYECFO, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$265M
73 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
$270M
74 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
$829M
163 positions
#24Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$STT
$269M
107 positions
#25PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$IAU$DOV$STT
$1.7B
240 positions

Compare Blueprint Financial Advisors’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 Blueprint Financial Advisors’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.