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Hedge Funds Similar to Colony Family Offices

13F Portfolio OverlapQ3 2026Colony Family Offices portfolio →
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Most similar hedge funds by 13F overlap

Colony Family Offices, LLC is an institutional investor managing $438M across 66 U.S. equity positions as of Q3 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
$193M
68 positions
#2Allie Family Office LLCActive
Notable overlap · 3 shared positions
$IAU$STT$IBIT
$270M
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
$440M
136 positions
#7Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$IBIT$STT
$830M
159 positions
#8WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$STT
$176M
187 positions
#9Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$STT$IBIT$IAU
$166M
570 positions
#10UNIQUE WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DJP
$877M
209 positions
#11Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$IBIT$IAU
$125M
84 positions
#12CATHY PARETO & ASSOCIATES, INCActive
Some overlap · 3 shared positions
$IAU$IBIT$STT
$175M
98 positions
#13Go Invest LLCSmart money
Some overlap · 3 shared positions
$STT$IBIT$IAU
$473M
104 positions
#14PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$IAU$STT$DJP
$1.7B
236 positions
#15Horizons Wealth Management
Some overlap · 3 shared positions
$STT$IAU$IBIT
$160M
165 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
$105M
102 positions
#19Cornerstone Planning Group LLCPassive
Slight overlap · 3 shared positions
$STT$IAU$IBIT
$808M
176 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.