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Hedge Funds Similar to Colonial Advisors

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

Colonial Trust Advisors is an institutional investor managing $1.4B across 807 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 Advisors are Colonial / SC, Banco de Sabadell, S.A, ALTA, with shared positions in $ETN, $DUK, $UNP, $WM, $TJX, $TT. The full ranking of 25 similar funds is below.

#1Colonial Trust Co / SCPassive
Notable overlap · 11 shared positions
$ETN$DUK$UNP$WM$TJX$TT
$790M
1,135 positions
#2Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$ETN$APD$UNP$ASML$TJX$SYK
$170M
61 positions
#3ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 8 shared positions
$ETN$WM$ASML$TJX$SYK$TXN
$1.3B
109 positions
#4Fruth Investment ManagementPassive
Some overlap · 7 shared positions
$ETN$APD$UNP$TT$DE$TXN
$421M
225 positions
#5HFR Wealth Management, LLCActive
Some overlap · 7 shared positions
$UNP$DUK$APD$WM$TJX$CTAS
$410M
53 positions
#6Haverford Trust CoActive
Some overlap · 7 shared positions
$ETN$APD$TJX$ASML$SYK$TXN
$11.6B
424 positions
#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ETN$DUK$WM$ASML$TJX$DE
$8.0B
1,334 positions
#8BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$ETN$UNP$ASML$BX$DE$TXN
$4.1B
151 positions
#9BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$UNP$ETN$APD$ASML$SYK$TJX
$1.6B
314 positions
#10Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$WM$DUK$TJX$DE$SYK
$660M
385 positions
#11Saturna Capital CORPActive
Some overlap · 7 shared positions
$WM$ASML$TJX$TT$SYK$TXN
$8.2B
140 positions
#12River Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$ETN$WM$TJX$TT$DE$SYK
$956M
217 positions
#13Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ETN$UNP$DUK$ASML$SYK
$856M
89 positions
#14NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$UNP$WM$ASML$TJX$DE$BX
$2.7B
200 positions
#15Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$ASML$TJX$DE$WM$TXN
$710M
193 positions
#16CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$APD$TJX$TT
$129M
214 positions
#17Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$ETN$TJX$WM$APD$SYK$TXN
$339M
49 positions
#18Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ETN$UNP$WM$TJX$TT
$113M
58 positions
#19Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$APD$TJX$DE
$284M
73 positions
#20Sun Financial IncPassive
Some overlap · 5 shared positions
$ETN$UNP$APD$TJX$DE
$212M
161 positions
#21Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$APD$TJX$DE
$1.1B
215 positions
#22CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$ETN$DUK$WM$TJX$SYK
$1.2B
153 positions
#23BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$APD$UNP$TJX$DE
$414M
106 positions
#24CMH Wealth Management LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$BX$UNP$SYK$DE
$655M
117 positions
#25TriCert Investment Counsel Inc.Active
Some overlap · 5 shared positions
$ETN$UNP$APD$DUK$DE
$1.1B
88 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.