What hedge funds are most similar to COLTON GROOME FINANCIAL ADVISORS, LLC?

The funds with the most similar 13F portfolios to COLTON GROOME FINANCIAL ADVISORS, LLC are CAMPBELL NEWMAN ASSET, OAK ASSOCIATES LTD, Walsky Investment, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to COLTON GROOME FINANCIAL ADVISORS

13F Portfolio OverlapQ3 2026COLTON GROOME FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

COLTON GROOME FINANCIAL ADVISORS, LLC is an institutional investor managing $427M across 162 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 COLTON GROOME FINANCIAL ADVISORS are CAMPBELL NEWMAN ASSET, OAK ASSOCIATES LTD, Walsky Investment, with shared positions in $KLAC, $STT, $ETN, $EMR, $PEP, $LOW. The full ranking of 25 similar funds is below.

#1CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KLAC $STT $ETN $EMR $PEP $LOW

$1.3B

99 positions

#2OAK ASSOCIATES LTD /OH/Active

Notable overlap · 7 shared positions

$KLAC $NXPI $AMGN $QCOM $SCHW $STT

$1.8B

139 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$STT $ETN $PNC $AMGN $QCOM $EMR

$108M

52 positions

#4JGP Wealth Management, LLCActive

Notable overlap · 7 shared positions

$KLAC $AMGN $PNC $PEP $AFL $LOW

$1.1B

242 positions

#5FourThought Financial Partners, LLCPassive

Notable overlap · 9 shared positions

$KLAC $AMGN $AMT $QCOM $BLK $PNC

$1.3B

393 positions

#6Petros Family Wealth, LLCPassive

Notable overlap · 6 shared positions

$KLAC $AMGN $BLK $EMR $TJX $LOW

$164M

134 positions

#7Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $STT $ETN $LOW

$487M

628 positions

#8Parcion Private Wealth LLCPassive

Notable overlap · 7 shared positions

$STT $KLAC $ETN $AMGN $TJX $BLK

$1.8B

529 positions

#9Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $ETN $BLK $PEP $TJX

$1.6B

184 positions

#10Sonoma Allocations LLCActive

Notable overlap · 3 shared positions

$AAAU $TJX $ETN

$322M

118 positions

#11CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ETN $BLK $SCHW $AMT $PEP

$195M

67 positions

#12Marathon Mission, Inc.Active

Notable overlap · 6 shared positions

$STT $ETN $PNC $BLK $SCHW $NXPI

$198M

56 positions

#13Harvest Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$STT $NXPI $AMGN $PNC $QCOM $BLK

$202M

58 positions

#14NOVEM GROUPPassive

Notable overlap · 8 shared positions

$AMGN $QCOM $PNC $STT $NXPI $KLAC

$1.0B

444 positions

#15GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$STT $ETN $AMGN $PNC $BLK $PEP

$1.2B

611 positions

#16MARCO INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KLAC $NXPI $QCOM $AMGN $AFL $LOW

$1.5B

245 positions

#17Riverview Trust CoActive

Notable overlap · 5 shared positions

$KLAC $BLK $PEP $LOW $AMGN

$84M

166 positions

#18JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$KLAC $AMGN $PEP $TJX

$740M

68 positions

#19Community Financial Services Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ETN $PNC $EMR $BLK $LOW

$655M

539 positions

#20Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$KLAC $SCHW $PEP $LOW

$542M

162 positions

#21Jackson Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $ETN $BLK

$170M

86 positions

#22BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ETN $PNC $TJX $APD

$436M

104 positions

#23EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $BLK $LOW $ETN

$369M

77 positions

#24GLOBALT Investments LLC / GAActive

Notable overlap · 6 shared positions

$STT $AMGN $EMR $TJX $KLAC $ETN

$2.9B

212 positions

#25Paladin Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$AAAU $STT $ETN

$151M

243 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.