What hedge funds are most similar to COLUMBIA ADVISORY PARTNERS LLC?

The funds with the most similar 13F portfolios to COLUMBIA ADVISORY PARTNERS LLC are Team Financial Group,, SKY-MOUNTAIN ,, TopTier Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 ADVISORY PARTNERS

13F Portfolio OverlapQ1 2026COLUMBIA ADVISORY PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

COLUMBIA ADVISORY PARTNERS LLC is an institutional investor managing $157M across 92 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 ADVISORY PARTNERS are Team Financial Group,, SKY-MOUNTAIN ,, TopTier Wealth ,, with shared positions in $WT, $REGN, $COP, $HUM, $BA, $SBUX. The full ranking of 25 similar funds is below.

#1Team Financial Group, LLCActive

Highly similar · 4 shared positions

$WT $REGN $COP $HUM

$220M

273 positions

#2SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Highly similar · 3 shared positions

$WT $BA $SBUX

$139M

37 positions

#3TopTier Wealth Management, LLCPassive

Highly similar · 3 shared positions

$WT $LEN $HUM

$163M

795 positions

#4Hamilton Capital, LLCSmart money

Highly similar · 5 shared positions

$WT $JHG $VLTO $COP $MCD

$1.9B

152 positions

#5Gaddis Premier Wealth Advisors LLCPassive

Highly similar · 5 shared positions

$WT $FCFS $COP $REGN $JHG

$136M

85 positions

#6RESOLUTE CAPITAL, LLCActive

Substantial overlap · 3 shared positions

$WT $JHG $HUM

$247M

57 positions

#7Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $COP $MU

$126M

67 positions

#8MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $CEF $COP

$240M

234 positions

#9Lunt Capital Management, Inc.Active

Substantial overlap · 4 shared positions

$WT $REGN $FND $GSAT

$260M

97 positions

#10ACT Advisors, LLC.Active

Substantial overlap · 4 shared positions

$WT $LEN $BA $COP

$235M

78 positions

#11MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $LKFT $GSAT

$147M

52 positions

#12IAM Advisory, LLCActive

Substantial overlap · 3 shared positions

$WT $REGN $GSAT

$446M

95 positions

#13Exit Wealth Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $JHG $PSLV

$195M

131 positions

#14Reyes Financial Architecture, Inc.Passive

Substantial overlap · 4 shared positions

$WT $LEN $HUM $MCD

$122M

348 positions

#15tru Independence LLCPassive

Substantial overlap · 5 shared positions

$WT $JHG $FND $HUM $MCD

$202M

102 positions

#16Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $MU $COP

$331M

76 positions

#17RVW Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $REGN $HUM

$1.3B

176 positions

#18Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $JHG $COP

$213M

153 positions

#19Fortune Financial Group, Inc.Active

Substantial overlap · 4 shared positions

$WT $LEN $REGN $GSAT

$111M

84 positions

#20Value Investment Professionals, LLCPassive

Substantial overlap · 5 shared positions

$WT $JHG $PSLV $REGN $MCD

$89M

81 positions

#21Spinnaker Investment Group, LLCActive

Substantial overlap · 3 shared positions

$WT $HUM $GSAT

$491M

147 positions

#22Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $MCD $COIN

$115M

51 positions

#23BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $PHYS $HUM $JHG $COP

$2.5B

453 positions

#24Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $REGN

$3.2B

481 positions

#25Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $FCFS $MCD

$313M

138 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.