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Hedge Funds Similar to Callan Family Office

13F Portfolio OverlapQ2 2026Callan Family Office portfolio →
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Most similar hedge funds by 13F overlap

Callan Family Office, LLC is an institutional investor managing $5.1B across 1,226 U.S. equity positions as of Q2 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 OAK ASSOCIATES LTD, International, Western Financial, with shared positions in $ASML, $APH, $KLAC, $SCHW, $NVS, $BNY. The full ranking of 25 similar funds is below.

#1OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$ASML$APH$KLAC$SCHW$NVS$BNY
$1.8B
139 positions
#2Capital International, Inc./CA/Active
Some overlap · 5 shared positions
$ASML$APH$KLAC$PM$CVS
$14.3B
302 positions
#3Western Financial Corp/CAActive
Some overlap · 5 shared positions
$ASML$APH$KLAC$WFC$BNY
$341M
132 positions
#4GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$ASML$KLAC$APH$PM$WFC
$356M
192 positions
#5Central Pacific Bank - Trust DivisionPassive
Some overlap · 6 shared positions
$APH$ASML$PM$SCHW$JCI$BNY
$984M
889 positions
#6Parkwood LLCActive
Some overlap · 5 shared positions
$ASML$APH$PM$CVS$NVS
$1.4B
72 positions
#7STABLEFORD CAPITAL II LLCPassive
Slight overlap · 5 shared positions
$ASML$PM$SCHW$WFC$BNY
$289M
147 positions
#8Capital International SarlActive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$PM
$7.1B
287 positions
#9HOWE & RUSLING INCPassive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$PM
$1.7B
479 positions
#10FACTORY MUTUAL INSURANCE COActive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$PM
$10.6B
205 positions
#11Crew Capital Management, Ltd.Passive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$PM
$183M
112 positions
#12Allen Capital Group, LLCPassive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$SCHW
$1.2B
319 positions
#13Sunstone Asset Management, L.P.Passive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$COHR
$92M
57 positions
#14Avanda Investment Management Pte. Ltd.Active
Slight overlap · 4 shared positions
$ASML$APH$KLAC$COHR
$299M
39 positions
#15KP Management LLCPassive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$COHR
$532M
86 positions
#16Acumen Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$WFC
$472M
493 positions
#17Winslow Capital Management, LLCActive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$JCI
$29.1B
66 positions
#18United Asset Strategies, Inc.Passive
Slight overlap · 4 shared positions
$ASML$APH$PM$SCHW
$1.4B
259 positions
#19Capital International InvestorsActive
Slight overlap · 4 shared positions
$ASML$APH$KLAC$PM
$483.6B
446 positions
#20Mill Capital Management, LLCActive
Slight overlap · 4 shared positions
$ASML$APH$PM$WFC
$1.5B
128 positions
#21Outlook Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$APH$ASML$KLAC$JCI$BNY
$463M
305 positions
#22NATIXIS ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$APH$KLAC$ASML$WFC$NVS
$88.9B
1,819 positions
#23JONES FINANCIAL COMPANIES LLLPPassive
Slight overlap · 5 shared positions
$APH$KLAC$ASML$WFC$NVS
$249.8B
4,961 positions
#24CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 6 shared positions
$PM$SCHW$WFC$JCI$NVS$BNY
$827M
181 positions
#25MACQUARIE GROUP LTDActive
Slight overlap · 5 shared positions
$APH$KLAC$PM$WFC$CVS
$23.2B
929 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.