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 CFO

13F Portfolio OverlapQ1 2026Family CFO portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Family CFO Inc is an institutional investor managing $223M across 41 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 CFO are Seneca Financial Advisors, 25, Juno Financial Group, with shared positions in $HUM, $BRZE, $VLTO, $USB, $UNIT, $NKE. The full ranking of 25 similar funds is below.

#1Seneca Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$HUM $BRZE $VLTO $USB

$341M

64 positions

#225 LLCActive

Substantial overlap · 5 shared positions

$BRZE $UNIT $USB $NKE $AFRM

$324M

69 positions

#3Juno Financial Group LLCActive

Substantial overlap · 3 shared positions

$HUM $BRZE $SCHW

$255M

70 positions

#4FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $BRZE $SCHW

$264M

25 positions

#5SWAN Capital LLCPassive

Substantial overlap · 5 shared positions

$HUM $UNIT $USB $SCHW $MKL

$272M

554 positions

#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Substantial overlap · 5 shared positions

$HUM $VLTO $USB $SCHW $BRZE

$350M

95 positions

#7Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 4 shared positions

$VLTO $HUM $UNIT $SCHW

$230M

21 positions

#8FLYWHEEL PRIVATE WEALTH LLCPassive

Substantial overlap · 4 shared positions

$HUM $UNIT $BRZE $SCHW

$176M

104 positions

#9Arbor Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $UNIT $HUM $SCHW

$143M

56 positions

#10ASPIRIANT, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $MKL $NKE $SCHW

$3.5B

338 positions

#11Pinnacle Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $VLTO $USB

$204M

120 positions

#12Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $UNIT $NKE $MKL

$1.1B

121 positions

#13Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$BRZE $USB $MKL $HUM $SCHW

$382M

55 positions

#14STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$BRZE $USB $HUM $MKL

$140M

29 positions

#15White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$BRZE $USB $HUM $UNIT $SCHW $AFRM

$721M

145 positions

#16ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 6 shared positions

$HUM $NKE $BRZE $UNIT $SCHW $MKL

$753M

159 positions

#17Angeles Investment Advisors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $VLTO $AFRM

$1.5B

31 positions

#18Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$UNIT $BRZE $HUM $NKE $MKL

$111M

63 positions

#19Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$UNIT $HUM $MKL

$227M

74 positions

#20FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $UNIT $MKL $USB

$133M

121 positions

#21Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $USB $SCHW

$394M

100 positions

#22SVRN Asset Management, LLCActive

Notable overlap · 6 shared positions

$BRZE $UNIT $MKL $HUM $SCHW $GLDM

$103M

37 positions

#23Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$VLTO $HUM $USB $UNIT

$109M

1,311 positions

#24Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $BRZE $SCHW

$104M

20 positions

#25Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $USB $BRZE

$98M

68 positions

Compare Family CFO’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Family CFO’s holdings

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.