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 OverlapQ1 2026Biltmore Family Office, portfolio →

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Most similar hedge funds by 13F overlap

Biltmore Family Office, LLC is an institutional investor managing $716M across 325 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 Biltmore Family Office, are Cauble & Harre Wealth ,, Vannoy Advisory Group,, Harbour Wealth Group,, with shared positions in $IAU, $PHYS, $KKR, $SCHW, $TJX, $ABT. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $PHYS $KKR

$126M

74 positions

#2Vannoy Advisory Group, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $KKR $SCHW

$158M

28 positions

#3Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $PHYS $TJX

$133M

89 positions

#4Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 5 shared positions

$IAU $ABT $SLV $TJX $AFL

$91M

36 positions

#5Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $KKR $SCHW $ABT

$337M

117 positions

#6DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $KKR $SLV

$163M

58 positions

#7WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SCHW $SLV

$508M

107 positions

#8Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $BAC $SLV

$1.4B

118 positions

#9CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $KKR $PNC

$298M

99 positions

#10CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $SCHW $TJX

$293M

1,255 positions

#11Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$IAU $BAC $SO

$648M

113 positions

#12Burton Enright WelchActive

Notable overlap · 3 shared positions

$IAU $BAC $SCHW

$736M

134 positions

#13Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $SCHW $SLV

$175M

53 positions

#14TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $KKR

$871M

173 positions

#15MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $SLV $SO

$1.3B

143 positions

#16ANDERSON HOAGLAND & COPassive

Notable overlap · 3 shared positions

$IAU $BAC $PHYS

$1.2B

136 positions

#17SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $TJX $AFL

$199M

97 positions

#18Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $ADP $AFL

$170M

57 positions

#19FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $BAC $ABT $TJX

$1.2B

150 positions

#20Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $KKR $SCHW

$167M

71 positions

#21Arlington Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $PHYS $DELL

$177M

111 positions

#22VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $ABT $TJX

$361M

123 positions

#23Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$IAU $SCHW $TJX

$931M

518 positions

#24Tanglewood Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $SCHW $SLV

$1.2B

38 positions

#25Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $KKR $AFL

$287M

188 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.