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Hedge Funds Similar to Columbia River Financial Group

13F Portfolio OverlapQ2 2026Columbia River Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Columbia River Financial Group, LLC is an institutional investor managing $186M across 58 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 Columbia River Financial Group are STUDIO INVESTMENT, Evolution Advisers, Silver Oak Advisory Group, with shared positions in $LNT, $UNP, $DOV, $NU. The full ranking of 7 similar funds is below.

#1STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$LNT$UNP$DOV
$592M
181 positions
#2Evolution Advisers, Inc.Active
Slight overlap · 3 shared positions
$UNP$DOV$NU
$272M
943 positions
#3Silver Oak Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$DOV$UNP$NU
$254M
86 positions
#4Affiance Financial, LLCSmart money
Slight overlap · 3 shared positions
$DOV$UNP$NU
$695M
111 positions
#5West Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$LNT$DOV$UNP
$659M
224 positions
#6BBR PARTNERS, LLCSmart money
Slight overlap · 3 shared positions
$DOV$UNP$NU
$2.1B
250 positions
#7RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$NU$UNP$DOV
$917M
120 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.