13F Pro

Hedge Funds Similar to Bluesphere Advisors

13F Portfolio OverlapQ3 2026Bluesphere Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bluesphere Advisors, LLC is an institutional investor managing $325M across 115 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 Bluesphere Advisors are O'Domhnaill Enterprises, Forthright Family Wealth Advisory, Verus Financial Partners, with shared positions in $PM, $SPCX, $SLV, $MO, $WM, $CFG. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$PM$SPCX$SLV$MO$WM
$125M
61 positions
#2Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$PM$CFG$MO
$177M
57 positions
#3Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$PM$TJX$MO$QCOM
$1.2B
127 positions
#4Savoir Faire Capital Management, L.P.Active
Some overlap · 3 shared positions
$PM$TJX$MDLZ
$161M
43 positions
#5CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$PM$TJX$MDLZ$QCOM
$5.2B
56 positions
#6RBO & CO LLCActive
Some overlap · 4 shared positions
$PM$MO$MDLZ$WM
$628M
56 positions
#7Investmark Advisory Group LLCPassive
Some overlap · 4 shared positions
$PM$MO$QCOM$MDLZ
$263M
148 positions
#8AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$C$MO
$745M
184 positions
#9Smallwood Wealth Investment Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$MDLZ$MTB
$229M
529 positions
#10Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$PM$MO$MDLZ
$131M
42 positions
#11Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$PM$MO$MDLZ
$182M
43 positions
#12Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$MDLZ
$389M
92 positions
#13Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$PM$MO$MDLZ
$96M
50 positions
#14Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$PM$MO$MDLZ
$227M
54 positions
#15PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$PM$VRT$C$MO$MDLZ
$441M
1,346 positions
#16FUNDSMITH INVESTMENT SERVICES LTD.Active
Some overlap · 3 shared positions
$PM$TJX$WM
$4.5B
27 positions
#17Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$PM$MO$WM
$312M
101 positions
#18KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$PM$HIG$QCOM
$198M
97 positions
#19TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$C$MO$MDLZ$QCOM
$686M
151 positions
#20Fundsmith LLPActive
Some overlap · 3 shared positions
$PM$TJX$VRT
$13.6B
41 positions
#21DDFG, IncActive
Some overlap · 4 shared positions
$PM$SLV$MO$MDLZ
$508M
88 positions
#22Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$PM$MDLZ$QCOM
$468M
68 positions
#23Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$PM$TJX$C$MO
$334M
127 positions
#24SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$PM$TJX$C
$145M
43 positions
#25MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 3 shared positions
$PM$MO$MDLZ
$130M
80 positions

Compare Bluesphere 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 Bluesphere 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.