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 Biltmore Family Office

13F Portfolio OverlapQ2 2026Biltmore Family Office portfolio →

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Most similar hedge funds by 13F overlap

Biltmore Family Office, LLC is an institutional investor managing $761M across 333 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 Biltmore Family Office are Sharkey, Howes & Javer, Private Harbour Investment & Counsel, Cauble & Harre Wealth, with shared positions in $IAU, $DELL, $UNP, $PEP, $ABT, $TJX. The full ranking of 25 similar funds is below.

#1Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $DELL $UNP

$829M

163 positions

#2Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 5 shared positions

$IAU $PEP $ABT $TJX $AFL

$84M

36 positions

#3Cauble & Harre Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $PHYS $ABT

$125M

72 positions

#4Harbour Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $PHYS $TJX

$148M

89 positions

#5ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $PEP $SO $EMR

$327M

224 positions

#6Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $PEP $ABT $MMM

$368M

123 positions

#7VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $ABT $TJX $MMM

$399M

99 positions

#8Arkos Global AdvisorsActive

Notable overlap · 3 shared positions

$IAU $PHYS $SO

$844M

124 positions

#9CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $PNC $PEP

$347M

97 positions

#10Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $ABT $PEP $SO

$534M

406 positions

#11Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $ABT $UNP

$497M

120 positions

#12LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $ABT $MMM

$426M

99 positions

#13Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $AFL $EMR

$326M

194 positions

#14Midwest Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $TJX $UNP

$246M

210 positions

#15TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $EMR $MMM

$1.2B

283 positions

#16FORBES J M & CO LLPActive

Notable overlap · 6 shared positions

$IAU $PEP $ABT $TJX $EMR $UNP

$1.3B

159 positions

#17TENET WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $PEP $SO

$134M

101 positions

#18Gibson Capital, LLCSmart money

Notable overlap · 3 shared positions

$IAU $PNC $MMM

$610M

94 positions

#19Bigelow Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $PEP $TJX

$276M

157 positions

#20Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $ADP $AFL

$145M

99 positions

#21BCWM, LLCPassive

Some overlap · 3 shared positions

$IAU $PEP $UNP

$342M

57 positions

#22Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$IAU $PNC $ABT

$286M

108 positions

#23MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 4 shared positions

$IAU $DELL $EMR $MMM

$130M

80 positions

#24Braeburn Wealth Management LLCActive

Some overlap · 3 shared positions

$IAU $DELL $UNP

$233M

99 positions

#25Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $PEP $UNP

$304M

194 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.