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 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 Ballast Financial Advisors, FAMILY WEALTH PARTNERS,, Mason Investment Advisory Services,, with shared positions in $AMN, $UNIT, $DHR, $KKR, $HUM, $BRZE. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $UNIT $DHR $KKR $HUM $BRZE

$98M

68 positions

#2FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $BRZE $NKE $MKL

$293M

105 positions

#3Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 6 shared positions

$AMN $UNIT $HUM $DDOG $KKR $GLDM

$2.2B

79 positions

#4Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$AMN $NKE $DHR $HUM $OKE $DDOG

$233M

676 positions

#5Integrity Wealth Solutions LLCPassive

Notable overlap · 7 shared positions

$AMN $UNIT $GLDM $BRZE $KKR $DDOG

$255M

130 positions

#6Seed Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$AMN $OKE $BRZE $UNIT

$145M

98 positions

#7Kane Co Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$AMN $NOTV $NKE $DDOG

$119M

51 positions

#8MB Generational Wealth, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $NKE $DDOG $MKL

$181M

66 positions

#9JDH Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $DHR $BRZE

$148M

54 positions

#10COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $DHR $BRZE

$97M

56 positions

#11Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 5 shared positions

$AMN $NKE $GLDM $UNIT $BRZE

$718M

278 positions

#12COWA, LLCActive

Notable overlap · 4 shared positions

$AMN $OKE $NKE $MKL

$371M

158 positions

#13Fonville Wealth Management LLCPassive

Notable overlap · 6 shared positions

$AMN $NKE $HUM $KKR $BRZE $UNIT

$525M

138 positions

#14Beaird Harris Wealth Management, LLCActive

Notable overlap · 6 shared positions

$AMN $NKE $DDOG $OKE $UNIT $MKL

$1.5B

686 positions

#15Oak Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $BRZE $NKE $DDOG $MKL

$182M

57 positions

#16LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$AMN $UNIT $NKE $MKL

$182M

136 positions

#17ATLas Financial Planning LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $BRZE $DHR $VLO

$112M

69 positions

#18Capstone Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $DHR $BRZE

$143M

50 positions

#19Plum Street Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $MKL $HUM

$289M

98 positions

#20Prosperity Planning, Inc.Active

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $NKE $BRZE

$395M

110 positions

#21Pine Harbor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $OKE $HUM $MKL

$334M

102 positions

#22DeLarme Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$AMN $NKE $DDOG $UNIT $KKR $MKL

$155M

63 positions

#23ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 4 shared positions

$AMN $NKE $DDOG $KKR

$158M

125 positions

#24Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$AMN $NKE $DDOG $UNIT $KKR

$228M

72 positions

#25QUARRY HILL ADVISORS, LLCSmart money

Notable overlap · 5 shared positions

$AMN $NKE $UNIT $BRZE $MKL

$243M

51 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.