How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Colonial Advisors

13F Portfolio OverlapQ1 2026Colonial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Colonial Trust Advisors is an institutional investor managing $1.3B across 726 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 Colonial Advisors are Colonial / SC, CONNORS INVESTOR SERVICES, Hudson Canyon, with shared positions in $MS, $AMAT, $ETN, $PANW, $DUK, $WM. The full ranking of 25 similar funds is below.

#1Colonial Trust Co / SCPassive

Notable overlap · 13 shared positions

$MS $AMAT $ETN $PANW $DUK $WM

$735M

1,135 positions

#2CONNORS INVESTOR SERVICES INCActive

Notable overlap · 7 shared positions

$PANW $MS $DUK $ETN $WM $KO

$1.1B

149 positions

#3Hudson Canyon Capital ManagementPassive

Notable overlap · 7 shared positions

$MS $AMAT $ETN $WM $KO $TJX

$163M

52 positions

#4Family Legacy, Inc.Passive

Some overlap · 7 shared positions

$AMAT $DUK $MS $WM $KO $DE

$333M

124 positions

#5InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$AMAT $PANW $DUK $ETN $WM $SYK

$175M

108 positions

#6Trust Investment AdvisorsPassive

Some overlap · 7 shared positions

$MS $PANW $ETN $TJX $DUK $TT

$171M

89 positions

#7TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$PANW $ETN $UNP $TJX $AMAT $TT

$3.0B

230 positions

#8Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MS $DUK $WM $KO $TJX $LMT

$353M

78 positions

#9Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $DUK $WM $KO $TJX $LMT

$272M

95 positions

#10BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 6 shared positions

$MS $AMAT $PANW $TJX $ETN $SYK

$2.4B

787 positions

#11HFR Wealth Management, LLCActive

Some overlap · 7 shared positions

$DUK $UNP $APD $WM $TJX $CTAS

$407M

49 positions

#12EagleClaw Capital Managment, LLCActive

Some overlap · 6 shared positions

$PANW $ETN $APD $UNP $TJX $LMT

$714M

145 positions

#13Eliot Finkel Investment Counsel, LLCActive

Some overlap · 6 shared positions

$AMAT $DUK $ETN $APD $DE $LMT

$184M

32 positions

#14Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$DUK $MS $ETN $UNP $SYK $LMT

$821M

85 positions

#15MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 6 shared positions

$MS $ETN $WM $KO $UNP $SYK

$1.8B

250 positions

#16DB Fitzpatrick & Co, IncActive

Some overlap · 7 shared positions

$ETN $APD $WM $PANW $SYK $DE

$117M

106 positions

#17NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$MS $PANW $KO $TJX $SYK $DE

$1.3B

161 positions

#18Nordwand Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $ETN $UNP $APD $WM

$572M

150 positions

#19DUPONT CAPITAL MANAGEMENT CORPPassive

Some overlap · 6 shared positions

$UNP $AMAT $KO $MS $TJX $ETN

$879M

101 positions

#20Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $UNP $KO $TJX $SYK $LMT

$446M

104 positions

#21SHUTTLEWORTH & CoPassive

Some overlap · 6 shared positions

$AMAT $ETN $WM $TJX $SYK $CTAS

$111M

52 positions

#22Stillwater Wealth Management GroupPassive

Some overlap · 6 shared positions

$MS $WM $KO $TJX $SYK $LMT

$162M

77 positions

#23NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$AMAT $UNP $WM $TJX $SYK $ETN

$1.5B

139 positions

#24Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$MS $DUK $ETN $UNP $DE

$958M

176 positions

#25Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$ETN $WM $KO $TJX $APD $SYK

$336M

46 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.