13F Pro

Hedge Funds Similar to Columbia Asset

13F Portfolio OverlapQ2 2026Columbia Asset portfolio →
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Most similar hedge funds by 13F overlap

Columbia Asset Management is an institutional investor managing $575M across 168 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 Columbia Asset are JACOBS, Rayburn West Financial Services, Pine Haven Investment Counsel, with shared positions in $SBUX, $AMGN, $UNP, $GLW, $DE, $PEP. The full ranking of 25 similar funds is below.

#1JACOBS & CO/CAPassive
Some overlap · 8 shared positions
$SBUX$AMGN$UNP$GLW$DE$PEP
$1.2B
134 positions
#2Rayburn West Financial Services LLCPassive
Some overlap · 9 shared positions
$AMGN$TGT$DE$PEP$MCD$UPS
$181M
81 positions
#3Pine Haven Investment Counsel, IncPassive
Some overlap · 7 shared positions
$SBUX$AMGN$UNP$DE$PEP$SYK
$149M
116 positions
#4BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$AMGN$GLW$VZ$SBUX$MDT$MCD
$515M
142 positions
#5Powers Advisory Group, LLCActive
Some overlap · 8 shared positions
$GLW$TGT$SBUX$DE$PEP$MCD
$319M
130 positions
#6CORDA Investment Management, LLC.Active
Some overlap · 8 shared positions
$GLW$VZ$MDT$DE$PFE$PEP
$1.6B
85 positions
#7Hamrick Investment Counsel, llcPassive
Some overlap · 7 shared positions
$SBUX$AMGN$VZ$PFE$SYK$NKE
$151M
184 positions
#8SS&H Financial Advisors, Inc.Passive
Some overlap · 7 shared positions
$AMGN$GLW$UNP$PFE$PEP$DE
$391M
130 positions
#9Martin Capital Partners, LLCPassive
Some overlap · 7 shared positions
$AMGN$UNP$VZ$MDT$PFE$PEP
$272M
72 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$SBUX$UNP$VZ$MDT$PEP$MCD
$233M
122 positions
#11Hayek Kallen Investment ManagementActive
Some overlap · 8 shared positions
$UNP$VZ$DE$BP$PEP$MCD
$330M
97 positions
#12WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$ERIE$GLW$UNP$DE
$97M
110 positions
#13Verity & Verity, LLCActive
Some overlap · 7 shared positions
$AMGN$VZ$TGT$MDT$PFE$PEP
$1.5B
138 positions
#14TriCert Investment Counsel Inc.Active
Some overlap · 6 shared positions
$AMGN$SBUX$UNP$VZ$DE$MDT
$1.1B
88 positions
#15DLK Investment Management, LLCPassive
Some overlap · 7 shared positions
$AMGN$TGT$MDT$DE$PEP$NKE
$235M
96 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$AMGN$GLW$UNP$VZ$DE$PEP
$239M
126 positions
#17InvesTrustPassive
Some overlap · 7 shared positions
$SBUX$VZ$TGT$PFE$PEP$MCD
$260M
95 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SBUX$AMGN$UNP$TGT$PFE$PEP
$1.3B
58 positions
#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$GLW$AMGN$UNP$SBUX$SYK$MCD
$152M
84 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$SBUX$AMGN$TGT$MDT$PEP$NKE
$1.2B
106 positions
#21ADVOCATE GROUP LLCPassive
Some overlap · 7 shared positions
$UNP$VZ$TGT$MDT$PFE$MCD
$665M
122 positions
#22Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$GLW$UNP$VZ$AMGN$MDT$PFE
$739M
344 positions
#23Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$SBUX$AMGN$VZ$PFE$MCD$UPS
$223M
81 positions
#24CONNING INC.Passive
Some overlap · 5 shared positions
$GLW$AMGN$SBUX$UNP$MCD
$3.3B
327 positions
#25Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$AMGN$UNP$VZ$MDT$BP$PEP
$255M
278 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.