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 Callan Family Office,

13F Portfolio OverlapQ1 2026Callan Family Office, portfolio →

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Most similar hedge funds by 13F overlap

Callan Family Office, LLC is an institutional investor managing $4.4B across 1,131 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 Callan Family Office, are Parsonex Advisory Services,, International Sarl, Mill ,, with shared positions in $SCHW, $GE, $PM, $BAC, $ISRG, $UNH. The full ranking of 25 similar funds is below.

#1Parsonex Advisory Services, Inc.Passive

Some overlap · 8 shared positions

$SCHW $GE $PM $BAC $ISRG $UNH

$102M

56 positions

#2Capital International SarlActive

Some overlap · 7 shared positions

$ASML $GE $APH $PM $MU $BAC

$6.1B

287 positions

#3Mill Capital Management, LLCActive

Some overlap · 7 shared positions

$ASML $APH $PM $WFC $GE $MU

$1.3B

130 positions

#4NS Partners LtdActive

Some overlap · 7 shared positions

$GE $APH $PM $WFC $BAC $ISRG

$2.2B

71 positions

#5Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 6 shared positions

$ASML $GE $APH $MU $BAC $ISRG

$585M

140 positions

#6CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 6 shared positions

$ASML $GE $APH $MU $BAC $ISRG

$2.7B

146 positions

#7Capital International, Inc./CA/Active

Slight overlap · 6 shared positions

$ASML $GE $PM $MU $BAC $UNH

$13.0B

303 positions

#8AVISO WEALTH MANAGEMENTPassive

Slight overlap · 6 shared positions

$SCHW $GE $WFC $MU $BAC $ISRG

$222M

140 positions

#9STABLEFORD CAPITAL II LLCPassive

Slight overlap · 5 shared positions

$ASML $SCHW $GE $WFC $MU

$269M

144 positions

#10PARADIGM ASSET MANAGEMENT CO LLCPassive

Slight overlap · 6 shared positions

$ASML $PM $WFC $BAC $NVS $UNH

$426M

424 positions

#11Evansbrook LLCActive

Slight overlap · 6 shared positions

$ASML $PM $WFC $BAC $ISRG $UNH

$150M

117 positions

#12FMR LLCPassive

Slight overlap · 6 shared positions

$GE $APH $WFC $PM $MU $BAC

$1.9T

5,417 positions

#13Western Financial Corp/CAActive

Slight overlap · 5 shared positions

$ASML $GE $APH $WFC $MU

$255M

127 positions

#14Income Insurance LtdPassive

Slight overlap · 6 shared positions

$GE $PM $WFC $MU $BAC $UNH

$147M

164 positions

#15TritonPoint Partners, LLCPassive

Slight overlap · 5 shared positions

$SCHW $GE $APH $WFC $ISRG

$272M

200 positions

#16Crew Capital Management, Ltd.Passive

Slight overlap · 5 shared positions

$ASML $GE $APH $MU $BAC

$151M

109 positions

#17Winslow Capital Management, LLCActive

Slight overlap · 5 shared positions

$ASML $GE $APH $MU $ISRG

$25.6B

60 positions

#18Supplemental Annuity Collective Trust of NJPassive

Slight overlap · 6 shared positions

$GE $PM $WFC $MU $BAC $UNH

$355M

297 positions

#19Sandhill Capital Partners LLCActive

Slight overlap · 5 shared positions

$SCHW $GE $APH $JCI $ISRG

$1.2B

95 positions

#20SG Americas Securities, LLCPassive

Slight overlap · 6 shared positions

$GE $APH $ASML $MU $PM $UNH

$93M

3,176 positions

#21HARTFORD INVESTMENT MANAGEMENT COActive

Slight overlap · 6 shared positions

$GE $PM $WFC $MU $BAC $UNH

$3.2B

495 positions

#22Kentucky Retirement Systems Insurance Trust FundPassive

Slight overlap · 6 shared positions

$GE $PM $WFC $MU $BAC $UNH

$1.5B

492 positions

#23ONEFUND, LLCPassive

Slight overlap · 6 shared positions

$GE $WFC $PM $MU $BAC $UNH

$155M

507 positions

#24Czech National BankActive

Slight overlap · 6 shared positions

$GE $PM $WFC $MU $BAC $UNH

$15.2B

503 positions

#25MUFG SECURITIES AMERICAS INC.Passive

Slight overlap · 6 shared positions

$GE $PM $WFC $MU $BAC $UNH

$1.6B

504 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.