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Hedge Funds Similar to Catalina Group

13F Portfolio OverlapQ1 2026Catalina Group portfolio →
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Most similar hedge funds by 13F overlap

Catalina Capital Group, LLC is an institutional investor managing $168M across 176 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 Catalina Group are WASHINGTON BANK, Accretive Wealth Partners, ALBION FINANCIAL GROUP, with shared positions in $SBUX, $TJX, $RSG, $PLTR, $MPC, $ISRG. The full ranking of 25 similar funds is below.

#1WASHINGTON TRUST BANKPassive
Some overlap · 4 shared positions
$SBUX$TJX$RSG$PLTR
$1.4B
206 positions
#2Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$SBUX$TJX$RSG$MPC
$412M
181 positions
#3ALBION FINANCIAL GROUP /UTPassive
Some overlap · 3 shared positions
$SBUX$TJX$RSG
$1.7B
652 positions
#4Prosperity Financial Group, Inc.Passive
Some overlap · 5 shared positions
$TJX$ISRG$RSG$GBTC$PLTR
$323M
184 positions
#5Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SBUX$TJX$BNY
$358M
74 positions
#6FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 3 shared positions
$SBUX$TJX$PLTR
$153M
65 positions
#7Vertrix Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SBUX$TJX$BNY
$297M
103 positions
#8Unify Financial AdvisorsPassive
Slight overlap · 3 shared positions
$SBUX$ISRG$MPC
$108M
90 positions
#9Mount Lucas Management LPPassive
Slight overlap · 4 shared positions
$TJX$RSG$BNY$MPC
$281M
166 positions
#10TRITONPOINT WEALTH, LLCPassive
Slight overlap · 3 shared positions
$TJX$ISRG$SBUX
$1.0B
281 positions
#11TritonPoint Partners, LLCPassive
Slight overlap · 3 shared positions
$TJX$ISRG$SBUX
$1.2B
351 positions
#12Beta Wealth Group, Inc.Active
Slight overlap · 3 shared positions
$SBUX$TJX$PLTR
$267M
114 positions
#13Financial Gravity Companies, Inc. (FGCO)Passive
Slight overlap · 3 shared positions
$SBUX$ISRG$PLTR
$616M
1,040 positions
#14MONETTA FINANCIAL SERVICES INCPassive
Slight overlap · 3 shared positions
$SBUX$TJX$PLTR
$148M
59 positions
#15CONWAY CAPITAL MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$SBUX$ISRG$TJX
$225M
39 positions
#16SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 3 shared positions
$SBUX$ISRG$PLTR
$1.5B
160 positions
#17Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$TJX$ISRG$PLTR
$776M
493 positions
#18McBroom & Associates, LLCActive
Slight overlap · 3 shared positions
$TJX$ISRG$PLTR
$199M
37 positions
#19Henson-Edgewater Management, LLCActive
Slight overlap · 4 shared positions
$TJX$PLTR$MPC$ISRG
$192M
66 positions
#20Meadowbrook Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$TJX$SBUX$PLTR
$93M
81 positions
#21CONTINENTAL INVESTORS SERVICES, INC.Active
Slight overlap · 3 shared positions
$SBUX$ISRG$PLTR
$128M
81 positions
#22Orange Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$ISRG$SBUX$MPC
$823M
143 positions
#23ETF Store, Inc.Passive
Slight overlap · 3 shared positions
$SBUX$RSG$PLTR
$120M
114 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$TJX$BNY$PLTR
$414M
106 positions
#25Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$TJX$BNY$PLTR
$1.1B
215 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.