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Hedge Funds Similar to CVA Family Office

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

CVA Family Office, LLC is an institutional investor managing $1.1B across 1,802 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 CVA Family Office are Catalyst Advisors, Boston Partners, PCB, with shared positions in $FLEX, $ET, $KMI, $MS, $PM, $KLAC. The full ranking of 25 similar funds is below.

#1Catalyst Capital Advisors LLCActive
Slight overlap · 3 shared positions
$FLEX$ET$KMI
$6.0B
369 positions
#2Boston PartnersPassive
Slight overlap · 3 shared positions
$FLEX$MS$PM
$112.6B
802 positions
#3PCB Capital LLCPassive
Slight overlap · 3 shared positions
$FLEX$KLAC$PM
$82M
114 positions
#4Dynasty Wealth Management, LLCActive
Slight overlap · 4 shared positions
$FLEX$KLAC$PM$MS
$13.5B
367 positions
#5Oak Harvest Investment ServicesPassive
Slight overlap · 4 shared positions
$KMI$MS$KLAC$PM
$1.1B
168 positions
#6Alaethes Wealth, LLCPassive
Slight overlap · 4 shared positions
$KMI$MS$KLAC$PM
$345M
111 positions
#7ALBERT D MASON INCPassive
Slight overlap · 3 shared positions
$ET$KMI$KLAC
$176M
139 positions
#8AR ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$ET$KMI$PM
$546M
122 positions
#9Americana Partners, LLCPassive
Slight overlap · 3 shared positions
$ET$KMI$PM
$4.4B
596 positions
#10EAGLE GLOBAL ADVISORS LLCActive
Slight overlap · 3 shared positions
$ET$KMI$PM
$3.0B
277 positions
#11Texas Capital Bank Wealth Management Services IncActive
Slight overlap · 3 shared positions
$ET$MS$KLAC
$1.9B
349 positions
#12ACT WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$ET$MS$PM
$340M
64 positions
#13SIMON QUICK ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$ET$KMI$MS
$2.5B
421 positions
#14BAM Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$FLEX$MS$KLAC
$160M
166 positions
#15CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Slight overlap · 3 shared positions
$ET$KLAC$PM
$494M
758 positions
#16Turtle Creek Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$ET$KLAC$PM
$1.9B
515 positions
#17WealthPoint Financial, LLCPassive
Slight overlap · 3 shared positions
$FLEX$KMI$PM
$137M
126 positions
#18Empirical Finance, LLCPassive
Slight overlap · 3 shared positions
$ET$MS$KLAC
$2.4B
505 positions
#19INVENIO WEALTH PARTNERS LLCActive
Slight overlap · 3 shared positions
$ET$KLAC$PM
$279M
89 positions
#20Bollard Group LLCActive
Slight overlap · 3 shared positions
$KMI$MS$ET
$3.3B
309 positions
#21Principal Street Partners, LLCPassive
Slight overlap · 3 shared positions
$KMI$MS$ZION
$683M
277 positions
#22J. M. Brown & Associates Inc.Passive
Slight overlap · 3 shared positions
$FLEX$KLAC$PM
$175M
167 positions
#23RiverGlades Family Offices LLCActive
Slight overlap · 3 shared positions
$ET$KLAC$PM
$218M
108 positions
#24BANK OF STOCKTONActive
Slight overlap · 3 shared positions
$FLEX$MS$KLAC
$356M
126 positions
#25New Republic Capital, LLCPassive
Slight overlap · 3 shared positions
$KMI$MS$KLAC
$434M
352 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.