Hedge Funds Similar to Capitol Family Office,

13F Portfolio OverlapQ1 2026Capitol Family Office, portfolio →

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Most similar hedge funds by 13F overlap

Capitol Family Office, Inc. is an institutional investor managing $85M across 48 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 Capitol Family Office, are ABSHER WEALTH ,, DIXON FNANCIAL SERVICES,, Aurdan ,, with shared positions in $NKE, $AMGN, $LULU, $ADBE, $DIS, $AFL. The full ranking of 25 similar funds is below.

#1ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$NKE $AMGN $LULU $ADBE

$853M

70 positions

#2DIXON FNANCIAL SERVICES, INC.Smart money

Some overlap · 3 shared positions

$NKE $AMGN $DIS

$223M

44 positions

#3Aurdan Capital Management, LLCActive

Some overlap · 3 shared positions

$NKE $AMGN $AFL

$333M

88 positions

#4ProCore Advisors, LLCActive

Some overlap · 3 shared positions

$NKE $AMGN $AFL

$65M

73 positions

#5COWA, LLCActive

Some overlap · 3 shared positions

$371M

158 positions

#6SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$728M

79 positions

#7POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 3 shared positions

$127M

130 positions

#8HS Management Partners, LLCActive

Some overlap · 3 shared positions

$286M

24 positions

#9Kaufman Rossin Wealth, LLCActive

Some overlap · 3 shared positions

$NKE $INTC $ADBE

$174M

98 positions

#10Cordant, Inc.Active

Some overlap · 3 shared positions

$NKE $INTC $DIS

$246M

75 positions

#11Prism Planning Partners LLCActive

Some overlap · 3 shared positions

$85M

42 positions

#12Hillman Capital Management, Inc.Passive

Some overlap · 3 shared positions

$NKE $DIS $ADBE

$144M

56 positions

#13Sather Financial Group IncActive

Some overlap · 3 shared positions

$NKE $AMGN $ADBE

$1.6B

109 positions

#14Cornerstone Capital, Inc.Active

Slight overlap · 3 shared positions

$NKE $AMGN $DIS

$1.0B

118 positions

#15William Allan CorpPassive

Slight overlap · 3 shared positions

$NKE $DELL $DIS

$169M

59 positions

#16Armbruster Capital Management, Inc.Active

Slight overlap · 3 shared positions

$NKE $INTC $AMGN

$610M

132 positions

#17CHIRON CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$NKE $AFL $ADBE

$98M

117 positions

#18Financial Harvest, LLCActive

Slight overlap · 4 shared positions

$NKE $INTC $DIS $AFL

$170M

57 positions

#19Arlington Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$NKE $AMGN $DIS

$702M

95 positions

#20WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 3 shared positions

$NKE $AMGN $DIS

$1.2B

69 positions

#21Paragon Capital Management LLCActive

Slight overlap · 3 shared positions

$NKE $INTC $ADBE

$202M

57 positions

#22RIVERPARK CAPITAL MANAGEMENT LLC

Slight overlap · 3 shared positions

$NKE $DIS $ADBE

$52M

36 positions

#23Providence Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$NKE $DELL $DIS

$613M

200 positions

#24PIONEER TRUST BANK N A/ORPassive

Slight overlap · 5 shared positions

$NKE $AMGN $DIS $ADBE $T

$412M

83 positions

#25CACTI ASSET MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$NKE $INTC $DIS

$2.0B

76 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.