13F Pro

Hedge Funds Similar to COLDSTREAM

13F Portfolio OverlapQ2 2026COLDSTREAM portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

COLDSTREAM CAPITAL MANAGEMENT INC is an institutional investor managing $8.0B across 1,219 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 COLDSTREAM are DB Fitzpatrick, MorganRosel Wealth, Planning, with shared positions in $PWR, $DOV, $SBUX, $KLAC. The full ranking of 11 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$PWR$DOV$SBUX
$124M
100 positions
#2MorganRosel Wealth Management, LLCActive
Some overlap · 3 shared positions
$PWR$DOV$KLAC
$296M
104 positions
#3Capital Planning LLCActive
Some overlap · 3 shared positions
$PWR$SBUX$DOV
$343M
88 positions
#4BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 3 shared positions
$PWR$KLAC$DOV
$1.5B
234 positions
#5Rockline Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$PWR$KLAC
$522M
107 positions
#6ATLAS CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$DOV$PWR$KLAC
$914M
1,049 positions
#7River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$PWR$KLAC
$340M
177 positions
#8Orange Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$PWR$SBUX$KLAC
$823M
143 positions
#9MBE Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$PWR$KLAC
$284M
170 positions
#10BRIGHTON JONES LLCActive
Slight overlap · 3 shared positions
$DOV$SBUX$KLAC
$5.4B
1,423 positions
#11ZRC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PWR$KLAC$DOV
$334M
1,305 positions

Compare COLDSTREAM’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 COLDSTREAM’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.