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Hedge Funds Similar to Madrona Financial Services

13F Portfolio OverlapQ2 2026Madrona Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Madrona Financial Services, LLC is an institutional investor managing $543M across 143 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 Madrona Financial Services are Smart Portfolios, HRC WEALTH, Parkside Investments, with shared positions in $YMM, $BA, $SBUX, $BPRE, $WFC, $SO. The full ranking of 25 similar funds is below.

#1Smart Portfolios, LLC
Some overlap · 3 shared positions
$YMM$BA$SBUX
$100M
99 positions
#2HRC WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 4 shared positions
$BA$BPRE$SBUX$WFC
$244M
65 positions
#3Parkside Investments, LLCActive
Slight overlap · 3 shared positions
$YMM$SO$UNP
$902M
91 positions
#4Capital Planning LLCActive
Slight overlap · 3 shared positions
$BA$PCAR$SBUX
$343M
88 positions
#5Wayfinding Financial, LLCPassive
Slight overlap · 3 shared positions
$BA$PCAR$SBUX
$264M
171 positions
#6KILEY JUERGENS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$PCAR
$639M
241 positions
#7Pacific Sage Partners, LLCActive
Slight overlap · 4 shared positions
$BA$SBUX$PCAR$CI
$705M
127 positions
#8BAKER BOYER NATIONAL BANKSmart money
Slight overlap · 4 shared positions
$BA$PCAR$SO$UNP
$364M
94 positions
#9Aspire Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$BA$PCAR$SBUX
$514M
134 positions
#10Capital World InvestorsActive
Slight overlap · 4 shared positions
$BA$SBUX$SO$UNP
$846.4B
637 positions
#11CLARIS ADVISORS, LLC / MO /Active
Slight overlap · 3 shared positions
$BA$PCAR$CI
$383M
74 positions
#12Lakeside Advisors, INC.Active
Slight overlap · 4 shared positions
$PCAR$SBUX$BA$WFC
$159M
65 positions
#13Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$BA$PCAR$UNP
$658M
218 positions
#14BELLEVUE ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$BPRE$SBUX$PCAR
$217M
578 positions
#15Cohen Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$WFC
$223M
81 positions
#16MARS JEWETT FINANCIAL GROUP, INC.Smart money
Slight overlap · 3 shared positions
$BA$SBUX$WFC
$494M
46 positions
#17MeadowBrook Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$WFC
$126M
196 positions
#18Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$WFC
$330M
73 positions
#19Cravens & Co Advisors, LLCActive
Slight overlap · 3 shared positions
$BA$SBUX$UNP
$149M
67 positions
#20LAZARI CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$BA$SBUX$WFC
$325M
188 positions
#21Skyline Advisors, Inc.Active
Slight overlap · 4 shared positions
$BA$SBUX$WFC$SO
$319M
123 positions
#22Third View Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$UNP
$814M
291 positions
#23Midwest Financial Group LLCPassive
Slight overlap · 3 shared positions
$BA$YMM$UNP
$285M
136 positions
#24Robinswood Financial LLCPassive
Slight overlap · 4 shared positions
$PCAR$SBUX$BA$UNP
$349M
435 positions
#25LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Slight overlap · 3 shared positions
$BA$SBUX$UNP
$152M
84 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.