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Hedge Funds Similar to Madrona Financial Services,

13F Portfolio OverlapQ1 2026Madrona Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Madrona Financial Services, LLC is an institutional investor managing $543M across 143 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 Madrona Financial Services, are Presidio ,, SFI Advisors,, Decker Wealth, with shared positions in $REGN, $GSAT, $LEN, $BA, $SHW, $HUM. The full ranking of 25 similar funds is below.

#1Presidio Capital Management, LLCActive
Notable overlap · 4 shared positions
$REGN$GSAT$LEN$BA
$344M
79 positions
#2SFI Advisors, LLCPassive
Notable overlap · 3 shared positions
$REGN$SHW$GSAT
$95M
48 positions
#3Decker Wealth Management LLCPassive
Notable overlap · 3 shared positions
$REGN$GSAT$HUM
$441M
105 positions
#4Tamar Securities, LLCActive
Notable overlap · 3 shared positions
$REGN$SHW$CDNS
$934M
91 positions
#5Smart Portfolios, LLCPassive
Some overlap · 6 shared positions
$REGN$GSAT$YMM$BA$SBUX$MU
$100M
99 positions
#6Estate Planners Group, LLCActive
Some overlap · 3 shared positions
$QUBT$GSAT$SHW
$208M
73 positions
#7CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$REGN$QUBT$SHW$BPRE
$149M
96 positions
#8Benson Wealth Management INCPassive
Some overlap · 6 shared positions
$GSAT$SHW$YMM$REGN$AMD$HEI
$73M
354 positions
#9Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$QUBT$SHW$LEN$HUM
$469M
151 positions
#10American Alpha Advisors, LLCActive
Some overlap · 3 shared positions
$GSAT$REGN$AMD
$188M
96 positions
#11Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$REGN$QUBT$LEN$HLI
$117M
101 positions
#12Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GSAT$REGN$HUM
$200M
119 positions
#13Fortune Financial Group, Inc.Active
Some overlap · 3 shared positions
$REGN$LEN$GSAT
$111M
84 positions
#14Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$LEN$SHW$MU
$121M
79 positions
#15Black Swift Group, LLCActive
Some overlap · 3 shared positions
$GSAT$SHW$BA
$571M
117 positions
#16Intelligence Driven Advisers, LLCActive
Some overlap · 3 shared positions
$REGN$GSAT$MU
$574M
130 positions
#17VVR Holdings LLCActive
Some overlap · 3 shared positions
$QUBT$REGN$SHW
$194M
39 positions
#18ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$GSAT$SHW$MU$HUM
$276M
106 positions
#19Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$LEN$REGN$HUM
$374M
86 positions
#20PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$GSAT$SHW$REGN$YMM
$395M
164 positions
#21Financial Services Advisory IncActive
Some overlap · 3 shared positions
$LEN$REGN$MU
$210M
58 positions
#22Sandbox Financial Partners, LLCActive
Some overlap · 4 shared positions
$LEN$REGN$BA$HUM
$356M
117 positions
#23Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$LEN$REGN$HUM
$216M
89 positions
#24Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$REGN$GSAT$SHW
$226M
165 positions
#25Triton Financial Group IncPassive
Some overlap · 3 shared positions
$LEN$GSAT$BA
$57M
62 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.