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Hedge Funds Similar to Collaborative Fund Advisors,

13F Portfolio OverlapQ1 2026Collaborative Fund Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Collaborative Fund Advisors, LLC is an institutional investor managing $162M across 160 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 Collaborative Fund Advisors, are PARAGON, ROSENBLUM SILVERMAN SUTTON S F /CA, RBA Wealth ,, with shared positions in $JHG, $MELI, $BMRN, $CRM, $OKTA, $DECK. The full ranking of 25 similar funds is below.

#1PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$JHG$MELI$BMRN$CRM
$118M
70 positions
#2ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 4 shared positions
$JHG$OKTA$DECK$CRM
$382M
76 positions
#3RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TMUS$CMI$INGR$CRM
$278M
92 positions
#4Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$JHG$MELI$YUMC
$1.0B
154 positions
#5ELEMENT CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$TMUS$WIX$PINS$CRM
$1.1B
49 positions
#6CHANNEL WEALTH LLCPassive
Some overlap · 3 shared positions
$JHG$MELI$OKTA
$413M
174 positions
#7Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$TMUS$CMI$G$OKTA
$186M
95 positions
#8Advisory Resource GroupPassive
Some overlap · 3 shared positions
$JHG$CMI$CRM
$581M
172 positions
#9Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$JHG$PHYS$MELI
$192M
70 positions
#10Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$JHG$MELI$HOOD
$550M
74 positions
#11Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$JHG$MELI$CRM
$187M
87 positions
#12Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$AOS$TMUS
$136M
108 positions
#13Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$JHG$MELI$PNFP
$252M
96 positions
#14WT Wealth ManagementPassive
Some overlap · 4 shared positions
$JHG$TMUS$MDLZ$EXPE
$336M
138 positions
#15Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$TMUS$MELI$PINS
$136M
49 positions
#16WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$JHG$MDLZ$CRM
$272M
141 positions
#17Verdence Capital Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$OKTA$CMI
$1.7B
649 positions
#18Beaumont Asset Management, L.L.C.Active
Some overlap · 3 shared positions
$JHG$MDLZ$CRM
$222M
76 positions
#19Ballast Rock Private Wealth LLCPassive
Some overlap · 4 shared positions
$JHG$OKTA$MDLZ$MELI
$181M
177 positions
#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$TMUS$INGR$CRM
$180M
58 positions
#21Foyston, Gordon, & Payne IncPassive
Some overlap · 4 shared positions
$MDLZ$CRM$EXLS$G
$434M
67 positions
#22Illumine Investment Management, LLCPassive
Some overlap · 3 shared positions
$TMUS$AOS$ALL
$130M
92 positions
#23FULCRUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$JHG$CMI$PHYS
$121M
72 positions
#24Graphene Investments SASPassive
Some overlap · 3 shared positions
$TMUS$PINS$CRM
$149M
44 positions
#25Bright Futures Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$JHG$OKTA$PHYS
$146M
188 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.