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 Family

13F Portfolio OverlapQ1 2026Family portfolio →

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Most similar hedge funds by 13F overlap

Family Management Corp is an institutional investor managing $834M across 305 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 Bigelow Investment Advisors,, Note Advisors,, MUIRFIELD WEALTH ADVISORS, with shared positions in $HUM, $AXP, $IAU, $DHR, $GILD, $BKNG. The full ranking of 25 similar funds is below.

#1Bigelow Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$HUM $AXP $IAU $DHR

$250M

153 positions

#2Note Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $DHR $IAU $GILD

$200M

85 positions

#3MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 4 shared positions

$HUM $AXP $IAU $BKNG

$136M

80 positions

#4Carr Financial Group CorpPassive

Some overlap · 4 shared positions

$HUM $DHR $NOW $AXP

$379M

174 positions

#5Firestone Capital ManagementPassive

Some overlap · 3 shared positions

$HUM $DHR $IAU

$480M

160 positions

#6Aznar Financial Advisors, LLC

Some overlap · 3 shared positions

$HUM $DHR $IAU

$104M

31 positions

#7Ballast Financial Advisors LLCActive

Some overlap · 3 shared positions

$HUM $DHR $IAU

$98M

68 positions

#8Madson Wealth Advisors IncPassive

Some overlap · 3 shared positions

$HUM $DHR $IAU

$120M

84 positions

#9Kastel Capital Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $DHR $IBIT

$163M

55 positions

#10Farrell Financial LLCPassive

Some overlap · 3 shared positions

$HUM $IAU $NOW

$167M

76 positions

#11Forum Private Client Group LLCActive

Some overlap · 4 shared positions

$HUM $DHR $IAU $SNA

$300M

80 positions

#12FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 3 shared positions

$HUM $IAU $C

$176M

104 positions

#13Colter Lewis Investment Partners LLCPassive

Some overlap · 4 shared positions

$HUM $AXP $IBIT $IAU

$106M

111 positions

#14CPA Asset Management LLCActive

Some overlap · 4 shared positions

$HUM $IAU $DHR $AXP

$298M

99 positions

#15SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$HUM $IAU $GILD

$274M

131 positions

#16Helen Stephens Group, LLCActive

Some overlap · 3 shared positions

$HUM $IAU $DHR

$501M

124 positions

#17PURSUE WEALTH PARTNERS LLCPassive

Some overlap · 4 shared positions

$HUM $AXP $IBIT $GILD

$167M

101 positions

#18Fusion Capital, LLCActive

Some overlap · 3 shared positions

$HUM $VLO $C

$371M

104 positions

#19Compass Financial Group, Inc. (Ohio)Active

Some overlap · 3 shared positions

$HUM $IAU $IBIT

$137M

45 positions

#20CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$HUM $DHR $C

$184M

66 positions

#21Dentgroup LLC

Some overlap · 3 shared positions

$HUM $DHR $IAU

$146M

93 positions

#22Global Wealth Management, LLCActive

Some overlap · 3 shared positions

$HUM $IAU $IBIT

$183M

44 positions

#23PECAUT & CO.Active

Some overlap · 3 shared positions

$HUM $TPL $AXP

$308M

66 positions

#24KITCHING PARTNERS, LLCActive

Some overlap · 3 shared positions

$HUM $IAU $AXP

$109M

40 positions

#25Ranch Capital Advisors Inc.Passive

Some overlap · 3 shared positions

$HUM $C $GILD

$277M

154 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.