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Hedge Funds Similar to Colorado

13F Portfolio OverlapQ3 2026Colorado portfolio →
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Most similar hedge funds by 13F overlap

Colorado Capital Management, Inc. is an institutional investor managing $291M across 100 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 Colorado are Fi3 FINANCIAL ADVISORS, First Pacific Financial, MAVERICK LTD, with shared positions in $MDY, $PFE, $CRWD, $COF, $NU, $NVO. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$PFE$CRWD$COF
$418M
232 positions
#2First Pacific FinancialPassive
Some overlap · 3 shared positions
$NU$PFE$CRWD
$978M
538 positions
#3MAVERICK CAPITAL LTDActive
Some overlap · 3 shared positions
$NU$COF$NVO
$11.3B
179 positions
#4Strategy Capital LLCSmart money
Some overlap · 3 shared positions
$NU$SHOP$CRWD
$1.6B
11 positions
#5LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$PFE$SHOP
$199M
137 positions
#6Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$PFE$EPD
$176M
60 positions
#7BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$SHOP$CRWD
$371M
394 positions
#8WARNER FINANCIAL, INCActive
Some overlap · 4 shared positions
$MDY$PFE$NU$COF
$340M
145 positions
#9Livet Wealth, LLCActive
Some overlap · 4 shared positions
$MDY$SHOP$NU$COF
$180M
119 positions
#10NZS Capital, LLCActive
Some overlap · 3 shared positions
$SHOP$NU$CRWD
$3.9B
61 positions
#11Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$SHOP$NU$CRWD
$7.7B
276 positions
#12Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$SHOP$PFE$CRWD
$1.1B
120 positions
#13Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SHOP$CRWD$COF
$95M
72 positions
#14Legacy Advisory Services, LLCActive
Slight overlap · 3 shared positions
$SHOP$CRWD$EPD
$139M
80 positions
#15RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$NU$MDY$PFE
$914M
124 positions
#16MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 4 shared positions
$MDY$CRWD$COF$NVO
$431M
230 positions
#17Torrey Growth & Income AdvisorsSmart money
Slight overlap · 3 shared positions
$SHOP$PFE$NVO
$294M
108 positions
#18Ted Buchan & CoActive
Slight overlap · 3 shared positions
$SHOP$PFE$NVO
$303M
94 positions
#19Objectivity Squared, LLCActive
Slight overlap · 3 shared positions
$SHOP$MDY$EPD
$178M
56 positions
#20Oder Investment Management, LLCPassive
Slight overlap · 3 shared positions
$SHOP$CRWD$EPD
$149M
113 positions
#21Capital Markets Trading UK LLPActive
Slight overlap · 3 shared positions
$SHOP$PFE$CRWD
$10.4B
351 positions
#22GFS Advisors, LLCActive
Slight overlap · 3 shared positions
$NU$MDY$PFE
$1.7B
266 positions
#23Allen Investment Management, LLCActive
Slight overlap · 3 shared positions
$SHOP$NU$CRWD
$8.4B
227 positions
#24Lewis Asset Management, LLCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$COF
$294M
223 positions
#25MLP3, LLC
Slight overlap · 3 shared positions
$MDY$NU$COF
$116M
110 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.