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Hedge Funds Similar to Colony Family Offices,

13F Portfolio OverlapQ1 2026Colony Family Offices, portfolio →
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Most similar hedge funds by 13F overlap

Colony Family Offices, LLC is an institutional investor managing $406M across 62 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 Colony Family Offices, are MOLLER WEALTH PARTNERS, Seneca Financial Advisors, VPR, with shared positions in $FLEX, $DDOG, $KKR, $SCHW, $HUM, $IAU. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$FLEX$DDOG$KKR$SCHW
$507M
67 positions
#2Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$HUM$KKR
$341M
64 positions
#3VPR Management LLCActive
Notable overlap · 3 shared positions
$FLEX$HUM$IAU
$250M
65 positions
#4ASPIRIANT, LLCActive
Notable overlap · 4 shared positions
$DDOG$HUM$SCHW$UNIT
$3.5B
338 positions
#5Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$DDOG$UPST$IAU$IBIT$UNIT
$607M
110 positions
#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$DDOG$HUM$UPST$SCHW
$350M
95 positions
#7Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$DDOG$UPST$KKR
$337M
50 positions
#8West Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$DDOG$HUM$IBIT$SCHW$UNIT
$589M
193 positions
#9Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$FLEX$HUM$SCHW
$133M
66 positions
#10NewCorp Financial Services, Inc.Active
Notable overlap · 3 shared positions
$DDOG$HUM$IBIT
$115M
50 positions
#11COOPER/HAIMS ADVISORS, LLCActive
Notable overlap · 4 shared positions
$DDOG$HUM$IAU$KO
$212M
103 positions
#12VeraBank, N.A.Active
Notable overlap · 4 shared positions
$FLEX$KKR$KO$SCHW
$546M
173 positions
#13MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 3 shared positions
$DDOG$UPST$KO
$295M
82 positions
#14Vannoy Advisory Group, Inc.Smart money
Notable overlap · 5 shared positions
$DDOG$KKR$IAU$SCHW$UNIT
$158M
28 positions
#15Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$DDOG$KKR$HUM$SCHW
$382M
55 positions
#16Ackerman Capital Advisors, LLCActive
Notable overlap · 6 shared positions
$DDOG$IAU$KKR$IBIT$DJP$UNIT
$488M
115 positions
#17Mallini Complete Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$DDOG$KKR$HUM
$126M
61 positions
#18Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DDOG$IAU$UPST$SCHW$UNIT
$1.5B
686 positions
#19Orgel Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$UPST$HUM
$4.6B
95 positions
#20Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$FLEX$KKR$UNIT
$454M
99 positions
#21REGIMEN WEALTH, LLCActive
Notable overlap · 4 shared positions
$DDOG$IAU$HUM$KO
$342M
70 positions
#22Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$DDOG$IAU$KO
$341M
113 positions
#23Level Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$DDOG$HUM$KKR$KO
$213M
67 positions
#24Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$KKR$SCHW$UNIT
$335M
104 positions
#25RCS Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$DDOG$IAU$UNIT
$193M
98 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.