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Hedge Funds Similar to COLTON GROOME FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026COLTON GROOME FINANCIAL ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

COLTON GROOME FINANCIAL ADVISORS, LLC is an institutional investor managing $351M across 137 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 COLTON GROOME FINANCIAL ADVISORS, are CAPSTONE WEALTH GROUP,, AUGUSTINE ASSET, WealthTrak, with shared positions in $RF, $AAAU, $KLAC, $NTRB, $AMGN, $MDT. The full ranking of 25 similar funds is below.

#1CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 4 shared positions
$RF$AAAU$KLAC$NTRB
$239M
97 positions
#2AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$AAAU$AMGN$MDT
$444M
112 positions
#3WealthTrak Capital Management LLCPassive
Some overlap · 3 shared positions
$AAAU$GMM$LEN
$140M
80 positions
#4Sonoma Allocations LLCPassive
Some overlap · 3 shared positions
$AAAU$ETN$LEN
$290M
145 positions
#5Parcion Private Wealth LLCPassive
Some overlap · 5 shared positions
$RF$KLAC$AMGN$ETN$TJX
$1.6B
435 positions
#6Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$RF$GMM$SCHW
$525M
138 positions
#7Atlas Wealth LLCPassive
Some overlap · 3 shared positions
$RF$AMGN$PNC
$334M
115 positions
#8SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$RF$ETN$EMR$TJX
$111M
52 positions
#9Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$RF$SCHW$AMGN$AFL
$101M
50 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$RF$AMGN$EMR$TJX
$353M
78 positions
#11Silver Lake Advisory, LLCPassive
Some overlap · 3 shared positions
$RF$ETN$EMR
$252M
103 positions
#12Vivaldi Capital Management LPPassive
Slight overlap · 5 shared positions
$GMM$AMGN$AAAU$MDT$SCHW
$723M
290 positions
#13THORNBURG INVESTMENT MANAGEMENT INCActive
Slight overlap · 4 shared positions
$RF$MDT$SCHW$TJX
$9.6B
171 positions
#14FourThought Financial Partners, LLCPassive
Slight overlap · 5 shared positions
$KLAC$AMGN$MDT$PNC$AMT
$1.2B
384 positions
#15Kelly Financial Services LLCPassive
Slight overlap · 4 shared positions
$RF$TJX$KLAC$GMM
$414M
128 positions
#16BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$KLAC$AMGN$ETN$PNC$TJX
$360M
106 positions
#17Vivid Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$KLAC$AMGN$ETN$PNC$TJX
$247M
66 positions
#18TOWER TRUST & INVESTMENT CoPassive
Slight overlap · 6 shared positions
$KLAC$MDT$ETN$SCHW$EMR$TJX
$152M
208 positions
#19Heritage Family Offices, LLPPassive
Slight overlap · 4 shared positions
$GMM$KLAC$ETN$EMR
$225M
196 positions
#20Spectrum Asset Management, Inc. (NB/CA)Passive
Slight overlap · 4 shared positions
$AAAU$MDT$SCHW$EMR
$315M
109 positions
#21ADVISORTRUST PARTNERS, LLCPassive
Slight overlap · 6 shared positions
$AMGN$MDT$PNC$NXPI$ETN$EMR
$240M
255 positions
#22Ipsen Advisor Group LLCPassive
Slight overlap · 3 shared positions
$AAAU$AMGN$PNC
$143M
104 positions
#23Boltwood Capital ManagementPassive
Slight overlap · 4 shared positions
$GMM$KLAC$SCHW$TJX
$392M
184 positions
#24Venturi Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$GMM$KLAC$SCHW$TJX
$2.2B
602 positions
#25JGP Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$KLAC$AMGN$PNC$LEN$AFL
$961M
223 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.