13F Pro

Hedge Funds Similar to Family

13F Portfolio OverlapQ1 2026Family portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Family Capital Trust Co is an institutional investor managing $306M across 87 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Family are DLK Investment ,, Grace & Mercy Foundation,, Ramsay, Stattman, Vela & Price,, with shared positions in $ADBE, $ABT, $DHR, $LIN, $GEV, $DIS. The full ranking of 25 similar funds is below.

#1DLK Investment Management, LLCPassive
Notable overlap · 5 shared positions
$ADBE$ABT$DHR$LIN$GEV
$253M
92 positions
#2Grace & Mercy Foundation, Inc.Smart money
Notable overlap · 3 shared positions
$ADBE$DIS$NOW
$410M
21 positions
#3Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$ABT$DHR$LIN$SBUX$DIS$ADBE
$506M
79 positions
#4Alapocas Investment Partners, Inc.Active
Some overlap · 3 shared positions
$ADBE$DHR$TJX
$132M
20 positions
#5Lincoln Capital LLCActive
Some overlap · 6 shared positions
$DHR$SBUX$DIS$LIN$AXP$APH
$528M
135 positions
#6GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$ABT$DIS$SBUX$GEV$NOW
$328M
83 positions
#7Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$DHR$SE$AXP$ABT$GEV$TJX
$100M
54 positions
#8FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$DIS$DHR$LIN$ADBE$TJX
$102M
56 positions
#9NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$ABT$DHR$LIN$ADBE$TJX
$1.5B
139 positions
#10Elefante Mark BPassive
Some overlap · 5 shared positions
$ABT$DHR$AXP$TJX$APH
$182M
58 positions
#11SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$LIN$AXP$ADBE$ABT$SBUX$ISRG
$1.3B
158 positions
#12Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$ADBE$DHR$AXP$NOW
$566M
28 positions
#13GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$AXP$DHR$SBUX$DIS$GEV$TJX
$887M
228 positions
#14RBO & CO LLCActive
Some overlap · 3 shared positions
$ABT$ADBE$DIS
$620M
57 positions
#15NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 5 shared positions
$LIN$AXP$DIS$SE$APH
$676M
125 positions
#16FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$ABT$DHR$LIN$APH
$21.4B
109 positions
#17Mendel Money ManagementPassive
Some overlap · 5 shared positions
$DHR$LIN$GEV$NOW$APH
$239M
137 positions
#18LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$DHR$ABT$NOW$SBUX$TJX$ADBE
$10.0B
560 positions
#19PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$ABT$DHR$DIS$APH$ADBE$TJX
$412M
83 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$ABT$LIN$SBUX$NOW$TJX
$353M
78 positions
#21Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$ADBE$DIS$AXP$SBUX
$422M
68 positions
#22Delaney Dennis RPassive
Some overlap · 4 shared positions
$ABT$DHR$AXP$TJX
$282M
60 positions
#23Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$ABT$DHR$AXP$TJX
$1.2B
135 positions
#24SOMERVILLE KURT FPassive
Some overlap · 4 shared positions
$ABT$DHR$AXP$TJX
$379M
91 positions
#25Dempze Nancy EPassive
Some overlap · 4 shared positions
$ABT$DHR$AXP$TJX
$182M
92 positions

Compare Family’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Family’s holdings

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.