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 Columbia Asset

13F Portfolio OverlapQ1 2026Columbia Asset portfolio →

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Most similar hedge funds by 13F overlap

Columbia Asset Management is an institutional investor managing $525M across 170 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 Columbia Asset are Carolina Wealth Advisors,, SKBA, Catherine Avery Investment, with shared positions in $AMGN, $VZ, $BP, $UNP, $IBM, $KO. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$AMGN $VZ $BP $UNP $IBM $KO

$240M

278 positions

#2SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$AMGN $VZ $IBM $UNP $PFE $NKE

$728M

79 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$AMGN $VZ $IBM $KO $PFE $TGT

$223M

109 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$VZ $IBM $SBUX $UNP $KO $MDT

$220M

148 positions

#5Hamrick Investment Counsel, llcPassive

Notable overlap · 7 shared positions

$AMGN $SBUX $VZ $IBM $PFE $SYK

$180M

359 positions

#6Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $VZ $IBM $KO $PFE $MDT

$308M

137 positions

#7Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$AMGN $IBM $TGT $MCD $VZ $DE

$170M

82 positions

#8ADVOCATE GROUP LLCPassive

Some overlap · 7 shared positions

$VZ $IBM $UNP $PFE $MDT $TGT

$639M

126 positions

#9CORDA Investment Management, LLC.Active

Some overlap · 8 shared positions

$VZ $KO $PFE $MDT $MCD $DE

$1.4B

80 positions

#10Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$IBM $VZ $UNP $PFE $MDT $AMGN

$685M

380 positions

#11BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$AMGN $VZ $KO $MDT $MCD $SBUX

$480M

133 positions

#12Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AMGN $SBUX $VZ $KO $PFE $MCD

$210M

79 positions

#1344 WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$IBM $UNP $KO $NKE $BP $MDT

$286M

183 positions

#14Pine Haven Investment Counsel, IncPassive

Some overlap · 7 shared positions

$AMGN $SBUX $UNP $SYK $DE $NKE

$136M

114 positions

#15Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$AMGN $VZ $IBM $KO $TGT $MCD

$245M

98 positions

#16Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $IBM $SBUX $KO $MDT $MCD

$272M

95 positions

#17Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$AMGN $VZ $KO $PFE $NKE $MDT

$477M

70 positions

#18Capital Wealth Planning, LLCActive

Some overlap · 6 shared positions

$AMGN $IBM $VZ $KO $MDT $MCD

$18.1B

151 positions

#19Persium Advisors, LLCActive

Some overlap · 6 shared positions

$VZ $IBM $UNP $PFE $MDT $MCD

$127M

60 positions

#20Slocum, Gordon & Co LLPPassive

Some overlap · 6 shared positions

$SBUX $VZ $IBM $PFE $MCD $UNP

$147M

64 positions

#21EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$SBUX $AMGN $UNP $KO $PFE $TGT

$1.4B

56 positions

#22Ranch Capital Advisors Inc.Passive

Some overlap · 6 shared positions

$AMGN $VZ $IBM $TGT $PFE $HUM

$277M

154 positions

#23HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$AMGN $VZ $UNP $KO $MCD $IBM

$351M

81 positions

#24Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$AMGN $IBM $KO $PFE $SYK $DE

$974M

782 positions

#25MEYER HANDELMAN COActive

Some overlap · 6 shared positions

$VZ $IBM $AMGN $PFE $MCD $GLW

$3.2B

220 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.