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Hedge Funds Similar to Family Wealth Group

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

Family Wealth Group, LLC is an institutional investor managing $189M across 116 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 Wealth Group are Eliot Finkel Investment Counsel, Aull & Monroe Investment, STRATEGIC PLANNING GROUP, with shared positions in $DE, $ETN, $GLW, $FIX, $PGR, $STLD. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DE$ETN$GLW
$214M
33 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$DE$GLW$ETN
$231M
125 positions
#3STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$FIX$PGR$ETN
$965M
79 positions
#4Karani Asset Management LLCActive
Some overlap · 3 shared positions
$DE$STLD$PGR
$139M
57 positions
#5CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 3 shared positions
$ETN$DE$GLW
$857M
179 positions
#6Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$ETN$SHOP$GLW
$139M
80 positions
#7BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$DE$ETN$GLW
$4.1B
151 positions
#8TrustBankActive
Some overlap · 4 shared positions
$PGR$ETN$GLW$DE
$317M
187 positions
#9Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$FIX$GLW$DE
$1.4B
72 positions
#10Juno Financial Group LLCActive
Some overlap · 3 shared positions
$DE$GLW$ETN
$282M
73 positions
#11Significant Wealth Partners LLCPassive
Some overlap · 3 shared positions
$PGR$STLD$GLW
$92M
116 positions
#12CogentBlue Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$ETN$GLW$DE$FIX
$108M
52 positions
#13Providence Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$DE$ETN$PGR
$660M
385 positions
#14Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$FIX$ETN$GLW
$119M
113 positions
#15NORTHWEST WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ETN$DE$FIX$GLW
$758M
265 positions
#16Fruth Investment ManagementPassive
Some overlap · 3 shared positions
$DE$ETN$GLW
$409M
224 positions
#17WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$DE$GLW$ETN
$97M
110 positions
#18Meredith Wealth PlanningActive
Some overlap · 3 shared positions
$FIX$DE$ETN
$401M
80 positions
#19RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$DE$GLW
$420M
172 positions
#20Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$FIX$ETN$GLW
$396M
205 positions
#21Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$SHOP$GLW$ETN
$1.1B
120 positions
#22First Citizens Financial CorpPassive
Some overlap · 3 shared positions
$STLD$GLW$DE
$238M
137 positions
#23Myriad Asset Management US LPActive
Some overlap · 3 shared positions
$ETN$DE$GLW
$72M
52 positions
#24ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$ETN$GLW$SHOP
$753M
223 positions
#25PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$FIX$GLW$STLD
$389M
77 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.