13F Pro

Hedge Funds Similar to Family Office Research

13F Portfolio OverlapQ3 2026Family Office Research portfolio →
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Most similar hedge funds by 13F overlap

Family Office Research LLC is an institutional investor managing $260M across 85 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Family Office Research are Columbus Hill, Slate Path, Atala Financial, with shared positions in $MAR, $DAL, $SPCX, $FIGR, $CSX, $QCOM. The full ranking of 25 similar funds is below.

#1Columbus Hill Capital Management, L.P.Active
Some overlap · 3 shared positions
$MAR$DAL$SPCX
$1.0B
30 positions
#2Slate Path Capital LPActive
Some overlap · 3 shared positions
$DAL$FIGR$CSX
$7.2B
40 positions
#3Atala Financial IncPassive
Some overlap · 3 shared positions
$MAR$QCOM$DE
$172M
121 positions
#4Oxinas Partners Wealth Management LLCPassive
Some overlap · 3 shared positions
$DAL$MAR$SPCX
$254M
149 positions
#5CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$MAR$DE$MDY$CSX
$119M
77 positions
#6BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$NVR$DE
$318M
178 positions
#7RHS Financial, LLCPassive
Some overlap · 3 shared positions
$BPRE$CRWV$BTC
$296M
185 positions
#8Pasadena Private Wealth, LLCActive
Slight overlap · 3 shared positions
$BPRE$BTC$MDY
$786M
309 positions
#9Cohen Capital Management, Inc.Active
Slight overlap · 3 shared positions
$MAR$DE$CSX
$717M
154 positions
#10COMPASS CAPITAL MANAGEMENT, INCActive
Slight overlap · 4 shared positions
$MAR$DAL$QCOM$DE
$1.7B
91 positions
#11Elyxium Wealth, LLCPassive
Slight overlap · 4 shared positions
$MAR$SPCX$DE$MDY
$952M
298 positions
#12FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 4 shared positions
$SPCX$CRWV$QCOM$DE
$153M
65 positions
#13Navigation Group, LLCActive
Slight overlap · 3 shared positions
$DAL$SPCX$CSX
$514M
121 positions
#14Hartford Funds Management Co LLCSmart money
Slight overlap · 3 shared positions
$MAR$DAL$QCOM
$1.3B
98 positions
#15Taylor Financial Group, Inc.Active
Slight overlap · 3 shared positions
$MAR$MDY$CSX
$182M
103 positions
#16Pegasus Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$MAR$MDY$ED
$351M
75 positions
#17Whitaker-Myers Wealth Managers, LTD.Active
Slight overlap · 3 shared positions
$MAR$CRWV$CSX
$614M
123 positions
#18Elevation Advisory Partners LLCActive
Slight overlap · 3 shared positions
$SPCX$CRWV$QCOM
$98M
48 positions
#19Altimeter Capital Management, LPSmart money
Slight overlap · 3 shared positions
$SPCX$CRWV$QCOM
$9.8B
20 positions
#20IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Slight overlap · 3 shared positions
$SPCX$CRWV$DE
$1.6B
289 positions
#21ARK Investment Management LLCActive
Slight overlap · 3 shared positions
$SPCX$CRWV$DE
$15.4B
191 positions
#22Nikko Asset Management Americas, Inc.Passive
Slight overlap · 3 shared positions
$SPCX$CRWV$DE
$7.7B
276 positions
#23SK Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MAR$MDY$CSX
$444M
80 positions
#24KMG FIDUCIARY PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MAR$QCOM$MDY
$1.0B
169 positions
#25Abundance Wealth CounselorsActive
Slight overlap · 4 shared positions
$MAR$DAL$DE$HST
$706M
170 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.