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Hedge Funds Similar to Independent Family Office,

13F Portfolio OverlapQ1 2026Independent Family Office, portfolio →
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Most similar hedge funds by 13F overlap

Independent Family Office, LLC is an institutional investor managing $243M across 90 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 Independent Family Office, are CPA Asset, Mader & Shannon Wealth ,, Broussard Financial Group, with shared positions in $IAU, $HUM, $AXP, $USB, $TMO, $IBIT. The full ranking of 25 similar funds is below.

#1CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$HUM$AXP
$298M
99 positions
#2Mader & Shannon Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$IAU$USB$TMO
$216M
20 positions
#3Broussard Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$USB$IBIT
$125M
29 positions
#4Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$IAU$USB$NEM
$341M
113 positions
#5TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 5 shared positions
$IAU$HUM$BRZE$USB$CEF
$871M
173 positions
#6Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$USB$HGV
$648M
113 positions
#7Upper Left Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$BRZE
$169M
68 positions
#8Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$BRZE$USB$TMO
$171M
106 positions
#9Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$IAU$HUM$PHYS$NEM
$126M
74 positions
#10Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$BRZE$AXP
$589M
138 positions
#11Harbour Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$IAU$PHYS$SHW
$133M
89 positions
#12Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$IAU$USB$CTVA
$315M
56 positions
#13Proficio Capital Partners LLCActive
Notable overlap · 3 shared positions
$IAU$USB$IBIT
$1.9B
248 positions
#14LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$CTVA$USB
$135M
83 positions
#15WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$USB$HUM$IBIT
$508M
107 positions
#16Wealth Care LLCActive
Notable overlap · 3 shared positions
$IAU$HUM$CTVA
$113M
67 positions
#17KITCHING PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$HUM$AXP$CDE
$109M
40 positions
#18Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$HUM$TMO
$167M
71 positions
#19Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$HUM$USB
$287M
188 positions
#20Red Mountain Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$HUM$CTVA
$106M
79 positions
#21BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$HUM$EME
$268M
60 positions
#22Arlington Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$PHYS$SHW
$177M
111 positions
#23Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$USB$CTVA
$262M
136 positions
#24Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$USB$IBIT
$363M
117 positions
#25Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$HUM$USB$AXP
$250M
153 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.