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Hedge Funds Similar to Colonial / SC

13F Portfolio OverlapQ1 2026Colonial / SC portfolio →
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Most similar hedge funds by 13F overlap

Colonial Trust Co / SC is an institutional investor managing $735M across 1,135 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 / SC are Colonial Advisors, CONNORS INVESTOR SERVICES, Hudson Canyon, with shared positions in $MS, $AMAT, $ETN, $PANW, $DUK, $WM. The full ranking of 25 similar funds is below.

#1Colonial Trust AdvisorsPassive
Notable overlap · 13 shared positions
$MS$AMAT$ETN$PANW$DUK$WM
$1.3B
726 positions
#2CONNORS INVESTOR SERVICES INCActive
Notable overlap · 8 shared positions
$MS$ETN$PANW$DUK$WM$TJX
$1.1B
149 positions
#3Hudson Canyon Capital ManagementPassive
Notable overlap · 7 shared positions
$MS$AMAT$ETN$WM$TJX$KO
$163M
52 positions
#4Family Legacy, Inc.Passive
Some overlap · 8 shared positions
$AMAT$MS$DUK$WM$KO$SCHW
$333M
124 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 8 shared positions
$DUK$WM$HUM$UNP$TJX$SCHW
$280M
107 positions
#6BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$MS$AMAT$TJX$PANW$HUM$ETN
$2.4B
787 positions
#7Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$MS$ETN$DUK$HUM$UNP$SCHW
$958M
176 positions
#8Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$ETN$WM$UNP$APD$PSX
$572M
150 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$DUK$WM$TJX$KO$LMT
$353M
78 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$DUK$WM$TJX$KO$LMT
$272M
95 positions
#11Trust Investment AdvisorsPassive
Some overlap · 6 shared positions
$MS$PANW$ETN$TJX$DUK$TT
$171M
89 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$TJX$HUM$UNP$KO$LMT
$446M
104 positions
#13MOTCOPassive
Some overlap · 6 shared positions
$PANW$ETN$WM$TJX$UNP$SCHW
$1.1B
598 positions
#14FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 6 shared positions
$MS$HUM$OKTA$UNP$SCHW$LMT
$354M
66 positions
#15Counterweight Ventures, LLCPassive
Some overlap · 6 shared positions
$MS$PANW$DUK$KO$WM$PSX
$178M
80 positions
#16DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$AMAT$TJX$MS$UNP$ETN$KO
$879M
101 positions
#17WOLFF WIESE MAGANA LLCPassive
Some overlap · 6 shared positions
$MS$DUK$UNP$KO$AMAT$SCHW
$181M
983 positions
#18HFR Wealth Management, LLCActive
Some overlap · 7 shared positions
$DUK$WM$TJX$UNP$APD$SCHW
$407M
49 positions
#19TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$ETN$PANW$TJX$UNP$AMAT$TT
$3.0B
230 positions
#20EagleClaw Capital Managment, LLCActive
Some overlap · 6 shared positions
$ETN$PANW$TJX$UNP$APD$LMT
$714M
145 positions
#21InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$AMAT$ETN$PANW$DUK$WM
$175M
108 positions
#22EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$DUK$UNP$KO$SCHW$LMT
$1.4B
56 positions
#23SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$AMAT$DUK$UNP$PSX
$640M
202 positions
#24MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 5 shared positions
$MS$ETN$WM$KO$UNP
$1.8B
250 positions
#25CORRECT CAPITAL WEALTH MANAGEMENTActive
Some overlap · 6 shared positions
$MS$WM$UNP$KO$SCHW$ETN
$536M
109 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.