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Hedge Funds Similar to Custos Family Office,

13F Portfolio OverlapQ4 2025Custos Family Office, portfolio →
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Most similar hedge funds by 13F overlap

Custos Family Office, LLC is an institutional investor managing $147M across 60 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Custos Family Office, are Balanced Rock Investment Advisors, BEACON ADVISORS ,, LifeGoal Investments,, with shared positions in $MS, $SNPS, $C, $USB, $BA, $DIS. The full ranking of 25 similar funds is below.

#1Balanced Rock Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$SNPS$C
$143M
96 positions
#2BEACON ADVISORS HOLDINGS, LLCActive
Notable overlap · 3 shared positions
$MS$SNPS$USB
$187M
37 positions
#3LifeGoal Investments, LLCPassive
Notable overlap · 3 shared positions
$MS$SNPS$USB
$175M
112 positions
#4Objectivity Squared, LLCActive
Notable overlap · 3 shared positions
$MS$BA$USB
$159M
55 positions
#5Alliance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$BA$DIS
$228M
158 positions
#6Meridian Financial Partners LLCActive
Notable overlap · 3 shared positions
$MS$USB$CRWD
$263M
121 positions
#7APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$BA$NKE
$117M
72 positions
#8CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$MS$USB$IBM$UNH
$363M
102 positions
#9Hoese & Co LLPActive
Some overlap · 5 shared positions
$MS$USB$C$UNH$BAC
$135M
135 positions
#10Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$MS$NKE$BAC
$432M
81 positions
#11Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MS$BA$BAC
$224M
47 positions
#12Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$USB$IBM
$133M
70 positions
#13Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$MS$C$BAC
$190M
80 positions
#14Caldwell Investment Management Ltd.Active
Some overlap · 3 shared positions
$MS$C$BAC
$255M
57 positions
#15Sterling Manor Financial, LLCActive
Some overlap · 3 shared positions
$MS$C$IBM
$160M
39 positions
#16Gratus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$BAC$IBM
$691M
138 positions
#17Scott Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MS$USB$BAC$NKE$C
$493M
58 positions
#18Presidio Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$UNH$BA
$344M
79 positions
#19Allegheny Financial Group LTDActive
Some overlap · 4 shared positions
$MS$SNPS$USB$IBM
$742M
290 positions
#20IFS Advisors, LLCActive
Some overlap · 3 shared positions
$MS$CRWD$IBM
$194M
217 positions
#21Rooted Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$USB$UNH
$379M
144 positions
#22Meridian Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$USB$CRWD$IBM
$183M
141 positions
#23Focused Investors LLCActive
Some overlap · 3 shared positions
$MS$DIS$UNH
$3.1B
22 positions
#24STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$MS$NKE$BA
$151M
61 positions
#25Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$MS$NKE$IBM
$383M
290 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.