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Hedge Funds Similar to Colonial River Wealth ,

13F Portfolio OverlapQ1 2026Colonial River Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Colonial River Wealth Management, LLC is an institutional investor managing $279M across 229 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 Colonial River Wealth , are PRAKASH INVESTMENT ADVISORS, FRED ALGER ,, Z3 Partners,, with shared positions in $PLTR, $APP, $NBIS, $HOOD, $SPOT, $MU. The full ranking of 25 similar funds is below.

#1PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$PLTR$APP$NBIS$HOOD$SPOT$MU
$128M
80 positions
#2FRED ALGER MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$APP$NBIS$WDC$TLN$SE$QXO
$22.8B
444 positions
#3Z3 Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PLTR$REGN$BAC$COF$MU
$395M
187 positions
#4Nicholas Wealth, LLC.Passive
Some overlap · 6 shared positions
$APP$PLTR$NBIS$BAC$VZ$MU
$145M
111 positions
#5UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$PLTR$APP$WDC$MU
$976M
32 positions
#6Broadleaf Partners, LLCActive
Some overlap · 4 shared positions
$PLTR$APP$REGN$SPOT
$429M
84 positions
#7Citizens Business BankPassive
Some overlap · 4 shared positions
$PLTR$REGN$D$BAC
$610M
135 positions
#8Dedeker Financial LLCPassive
Some overlap · 4 shared positions
$PLTR$WDC$REGN$MU
$115M
50 positions
#9Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$APP$PM$HOOD
$679M
185 positions
#10SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$APP$C$HOOD$MU
$688M
180 positions
#11National Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$PLTR$WDC$REGN$SE$MU
$269M
215 positions
#12Clear Street Group Inc.Active
Some overlap · 5 shared positions
$PLTR$NBIS$APP$HOOD$WDC
$24.6B
1,113 positions
#13Proem Advisors LLCSmart money
Some overlap · 5 shared positions
$PLTR$APP$SE$HOOD$MU
$1.7B
36 positions
#14FAGAN ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$PLTR$REGN$BAC$HOOD
$719M
135 positions
#15Kultura Capital Management LPActive
Some overlap · 4 shared positions
$PLTR$APP$HOOD$MU
$638M
53 positions
#16Oder Investment Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$REGN$BAC$VZ
$130M
102 positions
#17IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$PLTR$APP$VZ$MU
$1.1B
203 positions
#18Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$PLTR$APP$QXO$PM
$147M
189 positions
#19Range Financial Group LLCPassive
Some overlap · 6 shared positions
$APP$WDC$PM$SE$VZ$MU
$298M
190 positions
#20Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$APP$SPOT$MU
$172M
76 positions
#21AXS Investments LLCActive
Some overlap · 4 shared positions
$PLTR$APP$SPOT$MU
$248M
189 positions
#22MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$REGN$HOOD$MU
$129M
58 positions
#23MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 5 shared positions
$PLTR$BAC$C$COF$MU
$420M
237 positions
#24GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$APP$HOOD$MU
$209M
42 positions
#25KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$PLTR$APP$HOOD
$718M
39 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.