13F Pro

Hedge Funds Similar to Family Office Research

13F Portfolio OverlapQ1 2026Family Office Research portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Family Office Research LLC is an institutional investor managing $230M across 75 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 Office Research are Mokosak Advisory Group,, Marotta Asset, Advantage, with shared positions in $MAR, $DE, $SHW, $NVR, $GSAT, $EPAM. The full ranking of 25 similar funds is below.

#1Mokosak Advisory Group, LLCSmart money
Notable overlap · 3 shared positions
$MAR$DE$SHW
$399M
34 positions
#2Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$MAR$DE$NVR
$543M
103 positions
#3Advantage Trust CoActive
Notable overlap · 4 shared positions
$MAR$DE$SHW$GSAT
$223M
123 positions
#4ARMSTRONG ADVISORY GROUP, INCActive
Notable overlap · 3 shared positions
$MAR$DE$GSAT
$1.5B
958 positions
#5Portfolio Strategies, Inc.Active
Notable overlap · 4 shared positions
$MAR$EPAM$SHW$DE
$811M
75 positions
#6Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$MAR$SHW$GSAT
$201M
426 positions
#7Bulwark Capital CorpActive
Some overlap · 3 shared positions
$MAR$JHG$SHW
$162M
100 positions
#8CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$MAR$BPRE$SHW
$149M
96 positions
#9Curtis Advisory Group, LLCActive
Some overlap · 3 shared positions
$MAR$JHG$GSAT
$464M
118 positions
#10PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$EPAM$JHG$MAR$LEN
$292M
114 positions
#11EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$EPAM$JHG$LEN
$214M
83 positions
#12Financial Council, LLCActive
Some overlap · 3 shared positions
$EPAM$LEN$MAR
$259M
101 positions
#13Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 5 shared positions
$LEN$JHG$MAR$SHW$GSAT
$144M
387 positions
#14CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MAR$JHG$ICFI
$648M
134 positions
#15GM Advisory Group, LLCActive
Some overlap · 3 shared positions
$EPAM$LEN$SHW
$2.6B
374 positions
#16Calamos Wealth Management LLCPassive
Some overlap · 4 shared positions
$LEN$EPAM$DE$SHW
$2.9B
546 positions
#17WHI TRUST Co LLCSmart money
Some overlap · 3 shared positions
$EPAM$LEN$MAR
$133M
88 positions
#18Merkkuri Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$LEN$MAR$SHW
$151M
399 positions
#19Atala Financial IncPassive
Some overlap · 3 shared positions
$MAR$EPAM$DE
$149M
117 positions
#20MIDLAND WEALTH ADVISORS LLCSmart money
Some overlap · 4 shared positions
$BPRE$JHG$SHW$LEN
$1.9B
160 positions
#21Symphony Financial Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$JHG$SHW
$195M
99 positions
#22Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$LEN$MAR$ED
$216M
89 positions
#23Proficio Capital Partners LLCActive
Some overlap · 4 shared positions
$EPAM$LEN$MAR$GSAT
$1.9B
248 positions
#24Triton Financial Group IncPassive
Some overlap · 3 shared positions
$LEN$JHG$GSAT
$57M
62 positions
#25Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$BPRE$EPAM
$150M
134 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.