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 Family Investment Center,

13F Portfolio OverlapQ1 2026Family Investment Center, portfolio →

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Most similar hedge funds by 13F overlap

Family Investment Center, Inc. is an institutional investor managing $520M across 91 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 Family Investment Center, are Reliant Wealth Planning, Heritage Financial Services,, Moisand Fitzgerald Tamayo,, with shared positions in $SNOW, $TDW, $IAUM, $AMN, $HUM, $WT. The full ranking of 25 similar funds is below.

#1Reliant Wealth PlanningActive

Substantial overlap · 3 shared positions

$SNOW $TDW $IAUM

$331M

51 positions

#2Heritage Financial Services, LLC

Substantial overlap · 4 shared positions

$SNOW $AMN $HUM $WT

$1.2B

126 positions

#3Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 5 shared positions

$SNOW $AMN $UNIT $WT $MKL

$931M

518 positions

#4True Link Financial Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $HUM $WT $MKL $GE

$1.6B

418 positions

#5BetterWealth, LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $AMN $BRZE $HUM $MU

$510M

85 positions

#6Frankly Finances, LLCActive

Substantial overlap · 5 shared positions

$SNOW $AMN $BRZE $WT $MKL

$110M

64 positions

#7Gordian Advisors LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $BRZE $COP $GE

$150M

55 positions

#8Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $WT

$184M

157 positions

#9Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $WT $MKL

$172M

25 positions

#10Passive Capital Management, LLC.Active

Substantial overlap · 5 shared positions

$SNOW $AMN $UNIT $WT $MKL

$335M

104 positions

#11BCM ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $WT

$507M

78 positions

#12Pearl Planning LLCActive

Substantial overlap · 3 shared positions

$SNOW $AMN $UNIT

$187M

52 positions

#13SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $NSC $WT

$261M

424 positions

#14Planned Solutions, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $AMN $HUM $MU

$306M

139 positions

#15Scott Capital Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $HUM $COP

$493M

58 positions

#16Sage Financial Management Group, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $UNIT $COP $MKL

$325M

57 positions

#17BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 3 shared positions

$SNOW $GMM $HUM

$208M

47 positions

#18MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $BA

$508M

88 positions

#19NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $IAUM $GMM $COP

$247M

71 positions

#20CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $BRZE $HUM $UNIT $COP

$156M

80 positions

#21HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 5 shared positions

$SNOW $BRZE $NSC $UNIT $COP

$187M

72 positions

#22Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$117M

298 positions

#23Windward Private Wealth Management Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $HUM $UNIT $COP $WT

$289M

44 positions

#24CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$SNOW $HUM $BRZE $BA

$121M

54 positions

#25Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$492M

385 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.