Hedge Funds Similar to Colony Family Offices

13F Portfolio OverlapQ2 2026Colony Family Offices portfolio →

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Most similar hedge funds by 13F overlap

Colony Family Offices, LLC is an institutional investor managing $455M across 61 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 Colony Family Offices are Upper Left Wealth, Allie Family Office, Wealth Watch Advisors, with shared positions in $IAU, $STT, $IBIT, $DJP. The full ranking of 19 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $STT $IBIT $DJP

$180M

73 positions

#2Allie Family Office LLCActive

Notable overlap · 3 shared positions

$IAU $STT $IBIT

$269M

107 positions

#3Wealth Watch Advisors, INCActive

Notable overlap · 3 shared positions

$IAU $STT $IBIT

$309M

142 positions

#4Mill Creek Capital Advisors, LLC

Notable overlap · 3 shared positions

$IAU $STT $IBIT

$4.9B

260 positions

#5Ackerman Capital Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $DJP $IBIT

$497M

120 positions

#6Apeiron RIA LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $DJP

$390M

162 positions

#7Sharkey, Howes & JaverActive

Some overlap · 3 shared positions

$IAU $IBIT $STT

$829M

163 positions

#8WEALTHGARDEN F.S. LLCPassive

Some overlap · 3 shared positions

$IAU $IBIT $STT

$176M

187 positions

#9Copia Wealth Management

Some overlap · 3 shared positions

$STT $IBIT $IAU

$166M

570 positions

#10UNIQUE WEALTH, LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $DJP

$858M

201 positions

#11Graetz Wealth LLCActive

Some overlap · 3 shared positions

$STT $IBIT $IAU

$125M

84 positions

#12CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$IAU $IBIT $STT

$171M

102 positions

#13Go Invest LLCSmart money

Some overlap · 3 shared positions

$STT $IBIT $IAU

$426M

129 positions

#14PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Some overlap · 3 shared positions

$1.7B

240 positions

#15Horizons Wealth Management

Some overlap · 3 shared positions

$STT $IAU $IBIT

$152M

170 positions

#16CARDIFF PARK ADVISORS, LLCActive

Slight overlap · 3 shared positions

$STT $IAU $IBIT

$1.3B

354 positions

#17Betterment LLCActive

Slight overlap · 3 shared positions

$IBIT $IAU $STT

$59.1B

675 positions

#18Hyposwiss Advisors SAActive

Slight overlap · 3 shared positions

$IAU $IBIT $STT

$106M

105 positions

#19Cornerstone Planning Group LLCPassive

Slight overlap · 3 shared positions

$STT $IAU $IBIT

$794M

1,867 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.