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Hedge Funds Similar to BlueSky Wealth Advisors

13F Portfolio OverlapQ2 2026BlueSky Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

BlueSky Wealth Advisors, LLC is an institutional investor managing $863M across 111 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 BlueSky Wealth Advisors are Hurlow Wealth Group, POTOMAC FUND, Kestra Investment, with shared positions in $SNPS, $CINF, $GWW, $ADI, $QCOM, $UPS. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Substantial overlap · 4 shared positions
$SNPS$CINF$GWW$ADI
$481M
125 positions
#2POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 3 shared positions
$SNPS$QCOM$ADI
$4.0B
109 positions
#3Kestra Investment Management, LLCActive
Notable overlap · 3 shared positions
$SNPS$UPS$QCOM
$5.2B
519 positions
#4McIlrath & Eck, LLC
Notable overlap · 3 shared positions
$SNPS$SLV$MDY
$1.3B
1,645 positions
#5Gordian Capital Singapore Pte LtdPassive
Some overlap · 3 shared positions
$SNPS$NTRA$SLV
$58M
126 positions
#6SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$SNPS$CLS$CRDO
$1.4B
24 positions
#7Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$SNPS$GWW$QCOM
$1.0B
207 positions
#8OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$CINF$GWW$UPS$QCOM
$2.7B
54 positions
#9Capstone Capital Management LtdPassive
Some overlap · 3 shared positions
$SNPS$QCOM$WDC
$224M
160 positions
#10First Financial Bank - Trust DivisionActive
Some overlap · 3 shared positions
$CINF$MDY$QCOM
$1.4B
208 positions
#11Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$CINF$MDY$SLV
$624M
156 positions
#12SCHULHOFF & CO INCPassive
Some overlap · 3 shared positions
$CINF$UPS$QCOM
$249M
134 positions
#13GDS Wealth ManagementPassive
Some overlap · 4 shared positions
$SNPS$NTRA$HPE$ADI
$2.1B
232 positions
#14MAPLELANE CAPITAL, LLCActive
Some overlap · 5 shared positions
$SNPS$NTRA$CLS$CRDO$TTMI
$5.5B
86 positions
#15CIM, LLCPassive
Some overlap · 3 shared positions
$SNPS$STRL$CLS
$773M
171 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$SNPS$CHD$QCOM$ADI
$10.3B
565 positions
#17IAMS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SNPS$UPS$ADI
$332M
190 positions
#18Truvestments Capital LLCPassive
Slight overlap · 6 shared positions
$IESC$STRL$CLS$QCOM$CRDO$POWL
$673M
1,150 positions
#19Champlain Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$SNPS$GWW$CRDO
$3.9B
129 positions
#20Revisor Wealth Management LLCPassive
Slight overlap · 3 shared positions
$CINF$SLV$CRDO
$416M
371 positions
#21SEEDS INVESTOR LLCPassive
Slight overlap · 4 shared positions
$SNPS$MDY$HPE$WDC
$973M
379 positions
#22HOWARD BAILEY SECURITIES, LLCActive
Slight overlap · 4 shared positions
$SNPS$NTRA$QCOM$ADI
$267M
121 positions
#23Saturna Capital CORPActive
Slight overlap · 3 shared positions
$CHD$GWW$UPS
$8.2B
140 positions
#24Sound Financial Strategies Group, LLCPassive
Slight overlap · 3 shared positions
$CINF$GWW$ADI
$157M
121 positions
#25PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Slight overlap · 3 shared positions
$SNPS$MDY$ADI
$1.7B
240 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.