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Hedge Funds Similar to COLDSTREAM

13F Portfolio OverlapQ1 2026COLDSTREAM portfolio →
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Most similar hedge funds by 13F overlap

COLDSTREAM CAPITAL MANAGEMENT INC is an institutional investor managing $8.1B across 1,192 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to COLDSTREAM are MRWM Advisors,, Cypress ,, Discipline Wealth Solutions,, with shared positions in $AGQ, $UPST, $LRCX, $HUM, $SBUX, $WT. The full ranking of 25 similar funds is below.

#1MRWM Advisors, LLCActive
Some overlap · 6 shared positions
$AGQ$UPST$LRCX$HUM$SBUX$WT
$184M
74 positions
#2Cypress Capital, LLCActive
Some overlap · 5 shared positions
$AGQ$UPST$LRCX$WT$SBUX
$351M
95 positions
#3Discipline Wealth Solutions, LLCActive
Some overlap · 6 shared positions
$AGQ$UPST$WT$HUM$MKL$DOV
$950M
192 positions
#4RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$AGQ$UPST$WT
$134M
60 positions
#5GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 5 shared positions
$AGQ$UPST$HUM$DHR$MKL
$128M
42 positions
#6AXS Investments LLCActive
Some overlap · 3 shared positions
$AGQ$UPST$WT
$248M
189 positions
#7TWO SIGMA SECURITIES, LLCPassive
Some overlap · 6 shared positions
$AGQ$WT$DOV$SBUX$LRCX$MKL
$861M
1,599 positions
#8Glen Eagle Advisors, LLCPassive
Some overlap · 4 shared positions
$AGQ$LRCX$WT$HUM
$714M
1,021 positions
#9Sollinda Capital Management LLCActive
Some overlap · 3 shared positions
$AGQ$UPST$MKL
$412M
76 positions
#10May Barnhard Investments LLCPassive
Some overlap · 6 shared positions
$UPST$AGQ$LRCX$WT$HUM$DHR
$206M
84 positions
#11Carroll Advisory Group, LLCActive
Some overlap · 5 shared positions
$AGQ$DOV$MKL$UPST$HUM
$258M
68 positions
#12Anson Capital, Inc.Passive
Some overlap · 4 shared positions
$AGQ$WT$HUM$MKL
$146M
90 positions
#13Runnymede Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$AGQ$LRCX$WT
$116M
75 positions
#14Trek Financial, LLCPassive
Some overlap · 3 shared positions
$AGQ$LRCX$HUM
$1.9B
472 positions
#15Joseph P. Lucia & Associates, LLCPassive
Some overlap · 4 shared positions
$AGQ$HUM$WT$DHR
$280M
169 positions
#16ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 3 shared positions
$AGQ$UPST$HUM
$1.5B
958 positions
#17Three Seasons Wealth, LLCPassive
Some overlap · 3 shared positions
$AGQ$LRCX$DHR
$262M
187 positions
#18Arlington Trust Co LLCActive
Some overlap · 5 shared positions
$AGQ$UPST$HUM$DHR$DOV
$1.1B
844 positions
#19Innova Wealth PartnersPassive
Some overlap · 3 shared positions
$AGQ$WT$HUM
$211M
166 positions
#20Avant Capital LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$HUM
$142M
76 positions
#21Kaydan Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AGQ$WT$HUM
$299M
109 positions
#22Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$AGQ$DOV$HUM
$619M
138 positions
#23Ted Buchan & CoPassive
Some overlap · 3 shared positions
$AGQ$WT$SBUX
$275M
88 positions
#24Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$AGQ$WT$HUM$MKL
$469M
151 positions
#25MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$AGQ$WT$MKL
$147M
52 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.