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Hedge Funds Similar to FIDUCIARY FAMILY OFFICE,

13F Portfolio OverlapQ1 2026FIDUCIARY FAMILY OFFICE, portfolio →
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Most similar hedge funds by 13F overlap

FIDUCIARY FAMILY OFFICE, LLC is an institutional investor managing $351M across 179 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 FIDUCIARY FAMILY OFFICE, are Dana Investment Advisors,, Omnitrust Wealth ,, WOODWARD DIVERSIFIED ,, with shared positions in $LRCX, $PM, $AXP, $WFC, $VRT, $PH. The full ranking of 25 similar funds is below.

#1Dana Investment Advisors, Inc.Passive
Some overlap · 11 shared positions
$LRCX$PM$AXP$WFC$VRT$PH
$3.4B
556 positions
#2Omnitrust Wealth Management, IncActive
Some overlap · 8 shared positions
$AXP$PH$PM$WFC$VRT$__PARK_1390777
$77M
64 positions
#3WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 6 shared positions
$LRCX$WFC$PH$BAC$PM$__PARK_1390777
$220M
181 positions
#4ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 6 shared positions
$AXP$LRCX$BAC$MCK$PLTR$ADI
$4.7B
104 positions
#5SHAYNE & JACOBS, LLCActive
Some overlap · 6 shared positions
$AXP$WFC$PM$UNIT$__PARK_1390777$BAC
$324M
94 positions
#6PANAGORA ASSET MANAGEMENT INCPassive
Some overlap · 7 shared positions
$PM$LRCX$BAC$MCK$PLTR$__PARK_1390777
$26.7B
1,159 positions
#7PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$LRCX$PM$WFC$PH$BAC
$426M
424 positions
#8FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$PM$WFC$MCK$BAC$__PARK_1390777$ADI
$319M
251 positions
#9CHICAGO TRUST Co NAPassive
Some overlap · 5 shared positions
$AXP$LRCX$PM$BAC$MCK
$626M
380 positions
#10Phraction Management LLCActive
Some overlap · 5 shared positions
$LRCX$PM$WFC$BAC$ADI
$483M
65 positions
#11SP Asset Management LLCActive
Some overlap · 5 shared positions
$AXP$PM$WFC$BAC$ADI
$1.1B
119 positions
#12MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$LRCX$PH$BAC$MCK$__PARK_1390777$PLTR
$499M
161 positions
#13SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$LRCX$WFC$VRT$PH$TMUS
$229M
137 positions
#14ADAMS DIVERSIFIED EQUITY FUND, INC.Active
Some overlap · 5 shared positions
$LRCX$PM$PH$BAC$ADI
$2.8B
99 positions
#15Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$WFC$BAC$MCK$__PARK_1390777
$195M
107 positions
#16Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$LRCX$PM$PH$MCK$TMUS
$231M
63 positions
#17BRAUN STACEY ASSOCIATES INCActive
Some overlap · 5 shared positions
$LRCX$WFC$VRT$MCK$TMUS
$3.0B
112 positions
#18Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$PM$WFC$VRT$BAC$PLTR
$211M
79 positions
#19Global Trust Asset Management, LLCPassive
Some overlap · 5 shared positions
$AXP$LRCX$VRT$MCK$PLTR
$262M
458 positions
#20Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$LRCX$WFC$BAC$MCK$TMUS
$177M
351 positions
#21Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$AXP$PM$WFC$VRT
$1.2B
96 positions
#22AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$AXP$PH$MCK$__PARK_1390777$TMUS$ADI
$389M
496 positions
#23HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$AXP$PM$QSR$ADI$WFC
$243M
44 positions
#24DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$PM$WFC$BAC
$220M
38 positions
#25Sciencast Management LPPassive
Some overlap · 5 shared positions
$LRCX$WFC$PH$MCK$PLTR
$785M
243 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.