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Hedge Funds Similar to Redwood Family Wealth

13F Portfolio OverlapQ1 2026Redwood Family Wealth portfolio →
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Most similar hedge funds by 13F overlap

Redwood Family Wealth LLC is an institutional investor managing $102M across 102 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 Redwood Family Wealth are Broad Run Investment ,, LAWSON KROEKER INVESTMENT /NE, One Charles Private Wealth Services,, with shared positions in $ASTS, $MKL, $DIS, $TPL, $TMO, $HUM. The full ranking of 25 similar funds is below.

#1Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$ASTS$MKL$DIS
$568M
24 positions
#2LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 3 shared positions
$TPL$DIS$TMO
$343M
59 positions
#3One Charles Private Wealth Services, LLCActive
Notable overlap · 3 shared positions
$TPL$HUM$JHG
$400M
159 positions
#4PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$TPL$LMT$COP$PLTR
$3.0B
77 positions
#5MAD RIVER INVESTORSSmart money
Notable overlap · 3 shared positions
$TPL$UNH$HUM
$278M
32 positions
#6SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 3 shared positions
$TPL$TXN$LMT
$2.8B
129 positions
#7Evergreen Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MKL$DIS$HUM$UNH$LMT
$194M
54 positions
#8Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$MKL$NUV$HUM$WT$NEE$COP
$123M
111 positions
#9M3 Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MKL$DIS$HUM$NEE$LMT
$130M
35 positions
#10Watchman Group, Inc.Active
Some overlap · 4 shared positions
$TPL$MKL$WT$DIA
$413M
73 positions
#11SCHARF INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$MKL$DIS$UNH$LMT$TMO
$3.2B
70 positions
#12GreatBanc Trust COActive
Some overlap · 4 shared positions
$MKL$HUM$DIA$WT
$143M
67 positions
#13ALBION FINANCIAL GROUP /UTActive
Some overlap · 7 shared positions
$MKL$HUM$LMT$DIS$JHG$TMO
$1.5B
737 positions
#14HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MKL$HUM$WT$JHG$PLTR$DIA
$238M
142 positions
#15PECAUT & CO.Active
Some overlap · 3 shared positions
$TPL$HUM$COP
$308M
66 positions
#16Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ASTS$MKL$ANET
$172M
126 positions
#17Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$HUM$DIA$COP
$67M
42 positions
#18HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MKL$HUM$NEE$LMT$JHG
$280M
107 positions
#19Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$MKL$DIS$HUM$NEE$COP
$110M
226 positions
#20Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$MKL$HUM$WT$COP
$469M
151 positions
#21Wealthcare Capital Partners, LLCActive
Some overlap · 6 shared positions
$MKL$HUM$WT$JHG$COP$UNH
$213M
153 positions
#22Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$HUM$DIS$LMT
$299M
108 positions
#23PW Nova Financial Services LLCPassive
Some overlap · 6 shared positions
$HUM$MKL$LMT$VRT$COP$PLTR
$399M
193 positions
#24MOR Wealth Management, LLCActive
Some overlap · 4 shared positions
$TPL$WT$HUM$ANET
$218M
103 positions
#25Resurgent Financial Advisors LLCPassive
Some overlap · 5 shared positions
$HUM$TPL$WT$NEE$COP
$277M
260 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.