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Hedge Funds Similar to BlueStem Wealth Partners

13F Portfolio OverlapQ2 2026BlueStem Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

BlueStem Wealth Partners, LLC is an institutional investor managing $1.0B across 127 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 BlueStem Wealth Partners are Betterment, North Ridge Wealth Advisors, Financial Gravity Companies, (FGCO), with shared positions in $SNPS, $MUFG, $NU, $AXP, $MMM, $ISRG. The full ranking of 25 similar funds is below.

#1Betterment LLCActive
Notable overlap · 3 shared positions
$SNPS$MUFG$NU
$59.1B
675 positions
#2North Ridge Wealth Advisors, Inc.
Notable overlap · 3 shared positions
$SNPS$AXP$MMM
$178M
193 positions
#3Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 3 shared positions
$SNPS$MMM$ISRG
$616M
1,040 positions
#4EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNPS$ISRG$MMM
$9.7B
90 positions
#5Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$SNPS$ISRG$AMP
$294M
600 positions
#6Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$AMP$SNPS$WFC$MUFG
$47.7B
212 positions
#7Veery Capital, LLCActive
Some overlap · 3 shared positions
$SNPS$ISRG$AXP
$372M
100 positions
#8Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$SNPS$FAST$ISRG
$625M
123 positions
#9EDMP, INC.Passive
Some overlap · 3 shared positions
$AMP$MMM$PFH
$124M
70 positions
#10Balanced Rock Investment Advisors LLC
Some overlap · 4 shared positions
$SNPS$MUFG$MDT$NU
$160M
102 positions
#11Banque de Luxembourg S.A.Active
Some overlap · 3 shared positions
$SNPS$MDT$BSX
$212M
78 positions
#12TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Some overlap · 3 shared positions
$AMP$MMM$AXP
$91M
76 positions
#13Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AMP$MMM$PFH$AXP
$274M
58 positions
#14Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$MMM$AXP
$87M
113 positions
#15Birchwood Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$MMM$FAST$WFC$MUFG$MDT
$122M
352 positions
#16SUMITOMO LIFE INSURANCE COSmart money
Some overlap · 3 shared positions
$SNPS$ISRG$BSX
$6.1B
291 positions
#1717 CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$AMP$SNPS$WFC$MUFG
$222M
176 positions
#18Affiance Financial, LLCSmart money
Some overlap · 5 shared positions
$TGT$MMM$PFH$MUFG$NU
$695M
111 positions
#19Employees Provident Fund BoardActive
Some overlap · 3 shared positions
$SNPS$BSX$ISRG
$17.4B
68 positions
#20SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$SNPS$WFC$AXP
$617M
385 positions
#21DKRT Investments Corp.Active
Some overlap · 4 shared positions
$BSX$TGT$MMM$WFC
$409M
50 positions
#22BALLAST ADVISORS LLCPassive
Slight overlap · 4 shared positions
$SNPS$MUFG$MMM$FAST
$420M
197 positions
#23All Terrain Financial Advisors, LLCActive
Slight overlap · 5 shared positions
$PFH$MMM$TGT$MDT$ISRG
$615M
157 positions
#24LIFELONG WEALTH ADVISORS, INC.Smart money
Slight overlap · 4 shared positions
$TGT$MMM$WFC$MUFG
$426M
99 positions
#25DMKC Advisory Services, LLCActive
Slight overlap · 4 shared positions
$TGT$MMM$WFC$MDT
$530M
92 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.