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Hedge Funds Similar to Family CFO

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

Family CFO Inc is an institutional investor managing $260M across 47 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 Family CFO are Betterment, with shared positions in $GLDM, $SLV, $BE. The full ranking of 1 similar funds is below.

#1Betterment LLCActive
Slight overlap · 3 shared positions
$GLDM$SLV$BE
$59.1B
675 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.