What hedge funds are most similar to Standard Family Office LLC?

The funds with the most similar 13F portfolios to Standard Family Office LLC are Cohen ,, EDGAR LOMAX /VA, Liberty ,, based on overlapping conviction holdings in the latest SEC filings.

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 Standard Family Office

13F Portfolio OverlapQ1 2026Standard Family Office portfolio →

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Most similar hedge funds by 13F overlap

Standard Family Office LLC is an institutional investor managing $97M across 31 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 Standard Family Office are Cohen ,, EDGAR LOMAX /VA, Liberty ,, with shared positions in $UNP, $UNH, $TMO, $SCHW, $CVS, $ABT. The full ranking of 25 similar funds is below.

#1Cohen Capital Management, Inc.Passive

Slight overlap · 5 shared positions

$UNP $UNH $TMO $SCHW $CVS

$644M

154 positions

#2EDGAR LOMAX CO/VAActive

Slight overlap · 6 shared positions

$UNP $UNH $SCHW $CVS $ABT $CCZ

$1.4B

56 positions

#3Liberty Capital Management, Inc.

Slight overlap · 5 shared positions

$UNH $AFL $ECL $TMO $ABT

$537M

180 positions

#4Emprise BankActive

Slight overlap · 4 shared positions

$UNP $UNH $ECL $TMO

$249M

107 positions

#5Wealth Intelligence, LLCActive

Slight overlap · 5 shared positions

$UNP $UNH $AFL $CVS $ABT

$208M

58 positions

#6Perkins Coie Trust CoPassive

Slight overlap · 4 shared positions

$UNP $UNH $ECL $SCHW

$520M

257 positions

#7BRISTOL JOHN W & CO INC /NY/Active

Slight overlap · 4 shared positions

$UNP $UNH $TMO $SCHW

$6.1B

61 positions

#8SCHARF INVESTMENTS, LLCActive

Slight overlap · 5 shared positions

$UNP $UNH $TMO $CVS $CCZ

$3.2B

70 positions

#9TOTH FINANCIAL ADVISORY CORPPassive

Slight overlap · 5 shared positions

$UNP $AFL $ECL $CVS $ABT

$911M

918 positions

#10DB Fitzpatrick & Co, IncActive

Slight overlap · 4 shared positions

$UNH $AFL $ECL $TMO

$117M

106 positions

#11New Hampshire TrustPassive

Slight overlap · 4 shared positions

$UNP $ECL $TMO $SCHW

$496M

156 positions

#12Cercano Management LLCActive

Slight overlap · 4 shared positions

$UNP $UNH $SCHW $COF

$2.3B

142 positions

#13Destination Wealth ManagementPassive

Slight overlap · 5 shared positions

$AFL $ECL $TMO $COF $ABT

$3.9B

327 positions

#14Gs Investments, Inc.Passive

Slight overlap · 4 shared positions

$UNH $ECL $TMO $SCHW

$175M

134 positions

#15Ironvine Capital Partners, LLCActive

Slight overlap · 4 shared positions

$UNP $UNH $TMO $ABT

$910M

56 positions

#16CIBC Private Wealth Group, LLC

Slight overlap · 4 shared positions

$UNP $UNH $TMO $ABT

$59.2B

3,397 positions

#17Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 4 shared positions

$UNP $UNH $TMO $ABT

$329M

65 positions

#18Mill Capital Management, LLCActive

Slight overlap · 4 shared positions

$UNP $UNH $TMO $CCZ

$1.3B

130 positions

#19SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Slight overlap · 4 shared positions

$UNP $AFL $ECL $ABT

$1.3B

158 positions

#20SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Slight overlap · 4 shared positions

$UNP $AFL $TMO $ABT

$169M

104 positions

#21SECURITY NATIONAL BANK OF SO DAKPassive

Slight overlap · 4 shared positions

$UNP $AFL $TMO $ABT

$207M

119 positions

#22Eagle Bluffs Wealth Management LLCActive

Slight overlap · 5 shared positions

$ECL $TMO $SCHW $COF $ABT

$257M

80 positions

#23Hemenway Trust Co LLCActive

Slight overlap · 4 shared positions

$UNP $UNH $SCHW $ABT

$1.2B

135 positions

#24Elmwood Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$UNP $UNH $SCHW $ABT

$362M

178 positions

#25KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Slight overlap · 4 shared positions

$UNH $AFL $SCHW $COF

$360M

124 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.