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 Independent Family Office

13F Portfolio OverlapQ2 2026Independent Family Office portfolio →

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Most similar hedge funds by 13F overlap

Independent Family Office, LLC is an institutional investor managing $249M across 85 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 Independent Family Office are Cauble & Harre Wealth, DWM Financial Group, KITCHING PARTNERS, with shared positions in $IAU, $PHYS, $NEM, $IBIT, $CDE, $AXP. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$IAU $PHYS $NEM

$125M

72 positions

#2DWM Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$IAU $IBIT $CDE

$112M

40 positions

#3KITCHING PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$IAU $CDE $AXP

$116M

40 positions

#4Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $AEM $NEM

$634M

112 positions

#5Sharkey, Howes & JaverActive

Notable overlap · 4 shared positions

$IAU $IBIT $TMO $AXP

$829M

163 positions

#6GM Advisory Group, LLC

Notable overlap · 3 shared positions

$IAU $IBIT $AXP

$2.6B

374 positions

#7SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $AXP $MNST

$222M

100 positions

#8New Harbor Financial Group, LLCActive

Notable overlap · 6 shared positions

$IAU $PHYS $AEM $CEF $NEM $CDE

$633M

68 positions

#9ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $IBIT $MOD

$753M

223 positions

#10NKCFO LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $AEM

$330M

92 positions

#11Dynasty Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $AXP $NEM

$13.5B

367 positions

#12EHRLICH FINANCIAL GROUPActive

Notable overlap · 3 shared positions

$IAU $AXP $ANET

$194M

119 positions

#13Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $TMO

$534M

406 positions

#142Xideas AGActive

Notable overlap · 3 shared positions

$PTC $AXP $ISRG

$232M

48 positions

#15Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $TMO $AXP $ANET

$276M

157 positions

#16Sagace Wealth Management LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $NEM

$159M

71 positions

#17NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $AXP

$270M

74 positions

#18Connective Portfolio Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $PHYS $AXP $CMG

$60M

39 positions

#195T Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $AEM $ANET

$269M

134 positions

#20Ridge Creek Global, IncPassive

Some overlap · 5 shared positions

$IAU $SHW $AEM $NEM $PGR

$129M

94 positions

#21Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$IAU $PHYS $IBIT

$1.1B

197 positions

#22FORBES J M & CO LLPActive

Some overlap · 3 shared positions

$IAU $ANET $PGR

$1.3B

159 positions

#23AlTi Global, Inc.Active

Some overlap · 3 shared positions

$IAU $IBIT $AEM

$4.8B

505 positions

#24Oxbow Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $AEM $MNST

$1.2B

265 positions

#25CADINHA & CO LLCActive

Some overlap · 3 shared positions

$IAU $ISRG $AEM

$675M

107 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.