13F Pro

Hedge Funds Similar to Colonial / SC

13F Portfolio OverlapQ2 2026Colonial / SC portfolio →
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Most similar hedge funds by 13F overlap

Colonial Trust Co / SC is an institutional investor managing $790M across 1,135 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Colonial / SC are Colonial Advisors, Banco de Sabadell, S.A, HFR Wealth, with shared positions in $ETN, $DUK, $UNP, $WM, $TJX, $TT. The full ranking of 25 similar funds is below.

#1Colonial Trust AdvisorsPassive
Notable overlap · 11 shared positions
$ETN$DUK$UNP$WM$TJX$TT
$1.4B
807 positions
#2Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ETN$UNP$TJX$TXN$APD$ASML
$170M
61 positions
#3HFR Wealth Management, LLCActive
Some overlap · 7 shared positions
$WM$DUK$UNP$TJX$APD$SCHW
$410M
53 positions
#4ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$ETN$WM$TJX$TXN$ASML$UNP
$1.3B
109 positions
#5Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$TXN$ASML$WM$AJG
$710M
193 positions
#6BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$ETN$UNP$TXN$ASML$BX$SCHW
$4.1B
151 positions
#7Haverford Trust CoActive
Some overlap · 6 shared positions
$ETN$TJX$TXN$APD$ASML$WM
$11.6B
424 positions
#8Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$ETN$UNP$TT$APD$TXN$VIK
$421M
225 positions
#9Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ETN$WM$UNP$TJX$TT
$113M
58 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ETN$DUK$TJX$WM$ASML
$8.0B
1,334 positions
#11CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$TJX$TT$APD
$129M
214 positions
#12Saturna Capital CORPActive
Some overlap · 6 shared positions
$WM$TJX$TT$TXN$ASML$APD
$8.2B
140 positions
#13Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$ETN$DUK$UNP$TXN$SCHW
$1.1B
168 positions
#14Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$ETN$TJX$TXN$WM$APD
$339M
49 positions
#15EagleClaw Capital Managment, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$TJX$APD$AJG
$745M
145 positions
#16STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$ETN$WM$DUK$TXN$AJG
$670M
265 positions
#17BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 6 shared positions
$WM$UNP$ASML$AJG$BX$SCHW
$1.5B
234 positions
#18MOTCOPassive
Some overlap · 5 shared positions
$ETN$UNP$TJX$WM$SCHW
$1.2B
840 positions
#19GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$TJX$TXN$DUK$UNP$WM$ETN
$3.0B
213 positions
#20BEACON FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$ETN$TXN$WM$DUK$APD
$1.1B
377 positions
#21Clearbridge Investments, LLCPassive
Some overlap · 7 shared positions
$TXN$ETN$ASML$UNP$APD$TJX
$120.9B
699 positions
#22TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ETN$TJX$UNP$TT$ASML
$3.3B
230 positions
#23HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ETN$TT$APD$TXN$UNP
$461M
144 positions
#24RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$TT$TJX$TXN$SCHW
$414M
188 positions
#25CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$ETN$DUK$WM$TJX
$1.2B
153 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.