13F Pro

Hedge Funds Similar to Family

13F Portfolio OverlapQ2 2026Family portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Family Management Corp is an institutional investor managing $975M across 324 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 are L & S Advisors, Longbow Finance SA, PRING TURNER GROUP, with shared positions in $C, $AXP, $VLO, $MS, $BNY, $CDNS. The full ranking of 25 similar funds is below.

#1L & S Advisors IncPassive
Some overlap · 5 shared positions
$C$AXP$VLO$MS$BNY
$967M
236 positions
#2Longbow Finance SAPassive
Some overlap · 5 shared positions
$AXP$C$VLO$BNY$CDNS
$782M
59 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$AXP$AMP$TPL$WFC$COP
$175M
73 positions
#4STABLEFORD CAPITAL II LLCPassive
Some overlap · 6 shared positions
$C$IAU$WFC$ARCC$BNY$GBDC
$289M
147 positions
#5BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 5 shared positions
$AMP$C$AXP$BNY$SSNC
$174M
77 positions
#6Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$C$WFC$MS$GILD
$142M
106 positions
#7MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$AXP$C$WFC$BNY$GILD
$167M
134 positions
#8Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$VLO$C$TPR$MS$BNY$CDNS
$181M
73 positions
#9Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$C$VLO$WFC
$330M
73 positions
#10Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$AXP$ABNB$WFC$BNY$C
$146M
73 positions
#11Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$C$AXP$IAU$CDNS
$60M
39 positions
#12St. Louis Financial Planners Asset Management, LLCActive
Some overlap · 4 shared positions
$C$AXP$WFC$MS
$188M
30 positions
#13Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$AXP$WFC$MS
$3.0B
98 positions
#14Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$C$AXP$COP$MS
$222M
88 positions
#15Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$C$AXP$WFC$GILD
$213M
71 positions
#16Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$WFC$MS$GILD$JLL
$680M
199 positions
#17PROATHLETE WEALTH MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$AXP$C$IAU$MS
$404M
300 positions
#18North Forty Two & Co.Passive
Some overlap · 5 shared positions
$VLO$IAU$WFC$COP$GILD
$118M
104 positions
#19Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$C$AXP$IAU$MS
$199M
176 positions
#20ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$AXP$C$WFC$MS
$1.1B
111 positions
#21Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$AXP$VLO$IAU$WFC
$236M
52 positions
#22Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$C$VLO$AXP$MS
$288M
141 positions
#23Stratos Investment Management, LLCPassive
Some overlap · 4 shared positions
$C$AXP$WFC$MS
$2.8B
382 positions
#24Basepoint Wealth LLCPassive
Some overlap · 6 shared positions
$AMP$TPR$BNY$JLL$AXP$COP
$175M
632 positions
#25HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$C$ABNB$WFC$COP
$75.4B
162 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.