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Hedge Funds Similar to COLLECTIVE FAMILY OFFICE

13F Portfolio OverlapQ2 2026COLLECTIVE FAMILY OFFICE portfolio →
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Most similar hedge funds by 13F overlap

COLLECTIVE FAMILY OFFICE LLC is an institutional investor managing $489M across 161 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 COLLECTIVE FAMILY OFFICE are Westwind, Moors & Cabot, Traub, with shared positions in $TPL, $DELL, $KLAC, $URI, $ETN, $NOTV. The full ranking of 25 similar funds is below.

#1Westwind CapitalPassive
Some overlap · 3 shared positions
$TPL$DELL$KLAC
$422M
77 positions
#2Moors & Cabot, Inc.Passive
Some overlap · 3 shared positions
$TPL$URI$ETN
$2.6B
961 positions
#3Traub Capital Management LLCPassive
Some overlap · 3 shared positions
$NOTV$URI$DELL
$112M
132 positions
#4MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IBRX$VLO$DELL$CSX
$140M
63 positions
#5Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$TPL$VLO$KLAC
$713M
31 positions
#6SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TPL$DE$ETN$DELL
$205M
55 positions
#7CENTRAL BANK & TRUST COActive
Some overlap · 4 shared positions
$VLO$URI$DE$KLAC
$705M
185 positions
#8Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TPL$DE$ETN$KLAC
$284M
73 positions
#9AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$VLO$URI$DELL
$197M
140 positions
#10MWA Asset ManagementPassive
Some overlap · 4 shared positions
$URI$DELL$DE$KLAC
$221M
129 positions
#11MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$TPL$DE$CSX
$446M
84 positions
#12MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$VLO$URI$DE
$330M
108 positions
#13ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$URI$DELL$TT$KLAC
$130M
106 positions
#14EVENTIDE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$URI$DELL$TT$KLAC
$7.5B
301 positions
#15PATRICK M SWEENEY & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$URI$VLO$DE$ETN$CSX
$174M
172 positions
#16Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$TPL$DE$ETN$KLAC
$1.1B
215 positions
#17Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$URI$VLO$ETN$KLAC
$489M
619 positions
#18Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$DELL$DE$TT$ETN$KLAC
$209M
97 positions
#19Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$VLO$URI$KLAC
$1.3B
218 positions
#20PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 3 shared positions
$VLO$URI$KLAC
$1.0B
213 positions
#21Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$DELL$DE$ETN$KLAC$CSX
$257M
258 positions
#22Kercheville Advisors, LLCPassive
Some overlap · 3 shared positions
$IBRX$DELL$DE
$328M
108 positions
#23Douglass Winthrop Advisors, LLCActive
Some overlap · 3 shared positions
$TPL$DE$TT
$5.8B
308 positions
#24Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$VLO$DE$ETN$KLAC
$401M
272 positions
#25MorganRosel Wealth Management, LLCActive
Some overlap · 4 shared positions
$VLO$TT$ETN$KLAC
$296M
104 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.