13F Pro

Hedge Funds Similar to Family

13F Portfolio OverlapQ2 2026Family portfolio →
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Most similar hedge funds by 13F overlap

Family Capital Trust Co is an institutional investor managing $307M across 83 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 Family are Minot DeBlois Advisors, DLK Investment, ADAPT Investment Managers SA, with shared positions in $ABT, $DHR, $AXP, $DIS, $CB, $TJX. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Notable overlap · 8 shared positions
$ABT$DHR$AXP$DIS$CB$TJX
$116M
240 positions
#2DLK Investment Management, LLCPassive
Notable overlap · 6 shared positions
$ADBE$ABT$DHR$LIN$DIS$PEP
$235M
96 positions
#3ADAPT Investment Managers SAActive
Notable overlap · 3 shared positions
$ADBE$EBAY$SBUX
$12.6B
133 positions
#4Deane Retirement Strategies, Inc.Passive
Notable overlap · 5 shared positions
$ADBE$LIN$AXP$CB$TJX
$236M
52 positions
#5Reynders McVeigh Capital Management, LLC
Notable overlap · 6 shared positions
$ABT$DHR$APH$TJX$VRT$TMUS
$2.0B
195 positions
#6HENDLEY & CO INCActive
Notable overlap · 6 shared positions
$LIN$ABT$APH$TJX$AXP$PEP
$283M
47 positions
#7CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$ADBE$AXP$SBUX$TMUS
$11.8B
385 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$LIN$AXP$CB$TJX$ABT$PEP
$467M
118 positions
#9FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$ABT$LIN$DHR$APH$PEP
$22.1B
106 positions
#10Hi-Line Capital Management, LLCActive
Some overlap · 3 shared positions
$ADBE$AXP$CB
$355M
32 positions
#11CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$LIN$CB$TJX$ADBE$TMUS$PEP
$767M
184 positions
#12NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$LIN$ABT$DHR$TJX$ADBE
$1.7B
147 positions
#13PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$TJX$DHR$ABT$APH$DIS$ADBE
$441M
87 positions
#14Lincoln Capital LLCActive
Some overlap · 8 shared positions
$DHR$DIS$LIN$AXP$CB$SBUX
$562M
137 positions
#15LS Investment Advisors, LLCActive
Some overlap · 6 shared positions
$LIN$CB$DHR$DIS$APH$TJX
$738M
127 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AXP$CB$APH$TJX$DIS$PEP
$1.9B
88 positions
#17Elefante Mark BActive
Some overlap · 5 shared positions
$ABT$DHR$AXP$TJX$APH
$232M
60 positions
#18Dempze Nancy EPassive
Some overlap · 5 shared positions
$ABT$DHR$AXP$TJX$CB
$209M
91 positions
#19Delaney Dennis RActive
Some overlap · 5 shared positions
$ABT$DHR$AXP$TJX$PEP
$314M
61 positions
#20Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$TRGP$LIN$TJX$TMUS$PEP
$253M
63 positions
#21Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$ABT$LIN$DHR$DIS$SBUX$PEP
$562M
84 positions
#22Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$ABT$DHR$AXP$TJX$APH
$1.4B
135 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LIN$AXP$TJX$ABT$SBUX
$297M
103 positions
#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LIN$TJX$ABT$CB$APH$PEP
$8.0B
1,334 positions
#25Sicart Associates LLCActive
Some overlap · 4 shared positions
$TRGP$ADBE$DIS$SBUX
$408M
74 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.