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 Collier Financial

13F Portfolio OverlapQ1 2026Collier Financial portfolio →

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Most similar hedge funds by 13F overlap

Collier Financial is an institutional investor managing $131M across 136 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 Collier Financial are ONE Advisory Partners,, Midwest Advisors,, BlueStem Wealth Partners,, with shared positions in $GMM, $SE, $LMT, $MDLZ, $AMD, $MMM. The full ranking of 25 similar funds is below.

#1ONE Advisory Partners, LLCActive

Some overlap · 4 shared positions

$GMM $SE $LMT $MDLZ

$324M

72 positions

#2Midwest Capital Advisors, LLCActive

Some overlap · 4 shared positions

$GMM $SE $MDLZ $AMD

$214M

199 positions

#3BlueStem Wealth Partners, LLCActive

Some overlap · 5 shared positions

$GMM $SE $MMM $BAC $TGT

$900M

124 positions

#4Cobblestone Asset Management LLCPassive

Some overlap · 3 shared positions

$GMM $SE $PANW

$222M

73 positions

#5CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$GMM $SE $MCD

$971M

146 positions

#6West Wealth Group, LLCActive

Some overlap · 4 shared positions

$GMM $SE $AMD $MCD

$506M

130 positions

#7MA Private WealthActive

Some overlap · 5 shared positions

$GMM $SE $DHR $MDLZ $AMD

$591M

86 positions

#8Roan Capital PartnersPassive

Some overlap · 3 shared positions

$GMM $SE $DHR

$108M

77 positions

#9Allworth Financial LPActive

Some overlap · 3 shared positions

$GMM $SE $DHR

$24.7B

5,187 positions

#10Capital Investment Management, Inc.Active

Some overlap · 3 shared positions

$GMM $SE $LMT

$291M

125 positions

#11TRUEFG, LLCSmart money

Some overlap · 4 shared positions

$GMM $DHR $LMT $SE

$377M

71 positions

#12Fonville Wealth Management LLCPassive

Some overlap · 3 shared positions

$GMM $SE $PANW

$525M

138 positions

#13Detalus Advisors, LLCActive

Some overlap · 3 shared positions

$GMM $SE $MDLZ

$438M

186 positions

#14ADE, LLCActive

Some overlap · 3 shared positions

$GMM $SE $DHR

$209M

86 positions

#15CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Some overlap · 4 shared positions

$GMM $LMT $GILD $MMM

$182M

106 positions

#16LPWM LLCActive

Some overlap · 4 shared positions

$GMM $SE $DHR $MMM

$396M

94 positions

#17My Portfolio Guide, LLCActive

Some overlap · 3 shared positions

$GMM $LMT $BAC

$181M

166 positions

#18EHRLICH FINANCIAL GROUPPassive

Some overlap · 3 shared positions

$GMM $MDLZ $GSAT

$174M

112 positions

#19Tradewinds Capital Management, LLCActive

Some overlap · 5 shared positions

$GMM $XEL $BAC $SBUX $MCD

$504M

719 positions

#20WRAPMANAGER INCPassive

Some overlap · 3 shared positions

$GMM $MDLZ $BAC

$288M

135 positions

#21Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$GMM $GSAT $AMD

$509M

132 positions

#22KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$GMM $DHI $BAC

$743M

262 positions

#23Valtinson Bruner Financial Planning LLCActive

Some overlap · 4 shared positions

$GMM $XEL $AMD $TGT

$364M

171 positions

#24Luken Investment Analytics, LLCPassive

Some overlap · 3 shared positions

$GMM $MMM $SBUX

$261M

160 positions

#25Millington Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GMM $PANW $MCD

$237M

119 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.