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Hedge Funds Similar to Capitol Family Office

13F Portfolio OverlapQ2 2026Capitol Family Office portfolio →
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Most similar hedge funds by 13F overlap

Capitol Family Office, Inc. is an institutional investor managing $95M across 46 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 Capitol Family Office are IAT REINSURANCE LTD., Holland Advisory Services, William Allan, with shared positions in $NKE, $AMGN, $DIS, $USB, $DELL, $T. The full ranking of 25 similar funds is below.

#1IAT REINSURANCE CO LTD.Active
Notable overlap · 4 shared positions
$NKE$AMGN$DIS$USB
$167M
77 positions
#2Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$DELL$AMGN$DIS
$91M
49 positions
#3William Allan CorpActive
Some overlap · 3 shared positions
$DELL$NKE$DIS
$204M
62 positions
#4DCM Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$NKE$DIS$T
$253M
38 positions
#5Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$DELL$AFL$T
$178M
56 positions
#6OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$DELL$AMGN$DIS
$8.4B
789 positions
#7Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$DELL$AMGN$DIS
$1.3B
62 positions
#8Argyle Capital Management, LLCPassive
Some overlap · 3 shared positions
$DELL$AMGN$T
$347M
138 positions
#9SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NKE$AMGN$USB$T
$606M
79 positions
#10Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$AMGN$NKE$DIS
$1.1B
120 positions
#11DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$NKE$DIS
$235M
96 positions
#12Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$NKE$DIS
$787M
107 positions
#13Austin Asset Management Co IncSmart money
Some overlap · 3 shared positions
$DELL$AMGN$AFL
$718M
94 positions
#14Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$DELL$AMGN$USB
$334M
127 positions
#15Nicholas Wealth, LLC.Passive
Some overlap · 3 shared positions
$DELL$AMGN$DKS
$182M
127 positions
#16Ellsworth Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$AMGN$USB
$609M
182 positions
#17Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$AMGN$DKS$DIS$T
$1.0B
765 positions
#18FOSTER & MOTLEY INCActive
Some overlap · 3 shared positions
$DELL$AMGN$AFL
$2.2B
405 positions
#19JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMGN$NKE$AFL
$1.1B
231 positions
#20Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$AMGN$NKE$DIS
$515M
100 positions
#21Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$AMGN$AFL$DIS$USB
$394M
99 positions
#22Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DELL$DIS$T
$160M
124 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$NKE$USB
$1.2B
106 positions
#24Bristlecone Value Partners, LLCActive
Some overlap · 3 shared positions
$AMGN$NKE$DIS
$124M
70 positions
#25Alan B. Lancz & Associates, Inc.Passive
Some overlap · 3 shared positions
$AMGN$DELL$DIS
$115M
138 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.