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Hedge Funds Similar to Collaborative Fund Advisors

13F Portfolio OverlapQ2 2026Collaborative Fund Advisors portfolio →
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Most similar hedge funds by 13F overlap

Collaborative Fund Advisors, LLC is an institutional investor managing $172M across 182 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 Collaborative Fund Advisors are MARIETTA INVESTMENT PARTNERS, JACOBSON & SCHMITT ADVISORS, STABLEFORD II, with shared positions in $APH, $MELI, $BNY, $HWM, $ASML, $LIN. The full ranking of 25 similar funds is below.

#1MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$APH$MELI$BNY$HWM$ASML
$582M
170 positions
#2JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MELI$APH$ASML$LIN
$612M
81 positions
#3STABLEFORD CAPITAL II LLCPassive
Some overlap · 4 shared positions
$MELI$ASML$LIN$BNY
$289M
147 positions
#4CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 4 shared positions
$MELI$ASML$LIN$APH
$514M
107 positions
#5Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$MELI$YUMC$ASML
$1.1B
154 positions
#6VestGen Investment ManagementPassive
Some overlap · 4 shared positions
$APH$TRGP$BNY$HWM
$189M
218 positions
#7Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$APH$TRGP$BNY$HWM
$590M
131 positions
#8ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$MELI$APH$HWM
$551M
40 positions
#9ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$MELI$APH$ASML
$1.3B
109 positions
#10HARDING LOEVNER LPActive
Some overlap · 3 shared positions
$MELI$APH$ASML
$10.6B
82 positions
#11CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MELI$APH$ASML
$982M
142 positions
#12Live Oak Investment PartnersPassive
Some overlap · 4 shared positions
$APH$BNY$HWM$ALL
$186M
93 positions
#13SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MELI$APH$ASML
$255M
144 positions
#14PRAGMA GESTAO DE PATRIMONIO LTDActive
Some overlap · 3 shared positions
$MELI$BNY$ASML
$127M
16 positions
#15Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 4 shared positions
$APH$ASML$LIN$MELI
$664M
143 positions
#16Aspire Private Capital, LLCPassive
Some overlap · 4 shared positions
$APH$BNY$LIN$ALL
$484M
175 positions
#17CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 4 shared positions
$APH$ASML$LIN$MELI
$3.1B
150 positions
#18JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$MELI$HWM$ASML
$2.9B
77 positions
#19NZS Capital, LLCActive
Some overlap · 3 shared positions
$MELI$APH$LIN
$3.9B
61 positions
#20Capital International SarlActive
Some overlap · 4 shared positions
$APH$ASML$MELI$LIN
$7.1B
287 positions
#21Heirloom Wealth ManagementActive
Some overlap · 3 shared positions
$MELI$ASML$LIN
$690M
61 positions
#22ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MELI$ASML$LIN
$713M
97 positions
#23CHANNEL WEALTH LLCPassive
Some overlap · 3 shared positions
$MELI$ASML$LIN
$446M
188 positions
#24MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 3 shared positions
$MELI$APH$ASML
$7.8B
865 positions
#25FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$MELI$APH$LIN
$22.1B
106 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.