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Hedge Funds Similar to Aurelius Family Office

13F Portfolio OverlapQ1 2026Aurelius Family Office portfolio →
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Most similar hedge funds by 13F overlap

Aurelius Family Office LLC is an institutional investor managing $254M across 49 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 Aurelius Family Office are Oath Planning,, RF&L WEALTH ,, ASPIRIANT,, with shared positions in $UNIT, $NKE, $CTVA, $SE, $WRB. The full ranking of 25 similar funds is below.

#1Oath Planning, LLCActive
Notable overlap · 3 shared positions
$UNIT$NKE$CTVA
$113M
69 positions
#2RF&L WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$UNIT$NKE$CTVA$SE
$134M
52 positions
#3ASPIRIANT, LLCActive
Notable overlap · 4 shared positions
$UNIT$CTVA$NKE$SE
$3.5B
338 positions
#4Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 3 shared positions
$UNIT$NKE$SE
$111M
63 positions
#5LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$UNIT$NKE$SE
$182M
136 positions
#6Shakespeare Wealth Management, LLCActive
Notable overlap · 3 shared positions
$UNIT$CTVA$SE
$422M
98 positions
#7Asset Management Group, Inc.Passive
Notable overlap · 3 shared positions
$UNIT$WRB$CTVA
$619M
138 positions
#8Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$UNIT$NKE$CTVA$SE
$1.1B
244 positions
#9Prosperity Planning, Inc.Active
Some overlap · 4 shared positions
$UNIT$NKE$CTVA$SE
$395M
110 positions
#10FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$UNIT$NKE$SE
$293M
105 positions
#11Partners in Financial PlanningActive
Some overlap · 3 shared positions
$UNIT$SE$NKE
$603M
122 positions
#12Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$UNIT$CTVA$SE
$476M
78 positions
#13Meramec Financial Planners, LLCPassive
Some overlap · 3 shared positions
$UNIT$CTVA$SE
$252M
520 positions
#14Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$NKE$UNIT$CTVA
$295M
168 positions
#15Foster Group, Inc.Active
Some overlap · 3 shared positions
$NKE$UNIT$SE
$3.4B
284 positions
#16Cornerstone Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$CTVA$SE
$434M
49 positions
#17VANCE WEALTH, LLCActive
Some overlap · 4 shared positions
$NKE$UNIT$CTVA$SE
$346M
118 positions
#18CHOREO, LLCPassive
Some overlap · 4 shared positions
$UNIT$NKE$CTVA$SE
$8.1B
1,613 positions
#19BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NKE$UNIT$SE
$174M
32 positions
#20JMG Financial Group, Ltd.Smart money
Some overlap · 3 shared positions
$UNIT$CTVA$SE
$3.6B
127 positions
#21MB Generational Wealth, LLCActive
Some overlap · 3 shared positions
$UNIT$NKE$SE
$181M
66 positions
#22NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NKE$UNIT$CTVA
$665M
255 positions
#23ARK & TLK INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$NKE$UNIT$CTVA$SE
$370M
119 positions
#24Red Tortoise LLCPassive
Some overlap · 3 shared positions
$NKE$UNIT$SE
$240M
591 positions
#25Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$NKE$CTVA$UNIT$SE
$279M
141 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.