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Hedge Funds Similar to FAMILY WEALTH PARTNERS

13F Portfolio OverlapQ2 2026FAMILY WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

FAMILY WEALTH PARTNERS, LLC is an institutional investor managing $326M across 109 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 PARTNERS are SAMLYN, Bull Harbor, Muzinich, with shared positions in $LPLA, $WDC, $CRS, $FIX, $JBHT, $CNC. The full ranking of 25 similar funds is below.

#1SAMLYN CAPITAL, LLCActive
Notable overlap · 3 shared positions
$LPLA$WDC$CRS
$6.1B
79 positions
#2Bull Harbor Capital LLCPassive
Notable overlap · 13 shared positions
$FIX$WDC$JBHT$CNC$BMY$PCG
$513M
552 positions
#3Muzinich & Co., Inc.Active
Notable overlap · 6 shared positions
$FSK$GBDC$OBDC$ARCC$TSLX$PLD
$293M
38 positions
#4Caerus Investment Advisors, LLCPassive
Notable overlap · 12 shared positions
$FIX$WDC$JBHT$EIX$FTI$BMY
$300M
339 positions
#5Essential Partners LLCPassive
Notable overlap · 12 shared positions
$FIX$JBHT$WDC$EIX$BMY$CNC
$217M
2,853 positions
#6COGENT STRATEGIC WEALTH LLCActive
Some overlap · 9 shared positions
$WDC$FIX$PCG$BMY$TER$EIX
$105M
58 positions
#7Allegiance Financial Group Advisory Services LLCActive
Some overlap · 9 shared positions
$FIX$CNC$WDC$PCG$BMY$JBHT
$578M
205 positions
#8Pensionfund SabicActive
Some overlap · 5 shared positions
$VTR$WELL$WPC$PLD$EPR
$94M
76 positions
#9Pensionfund PDNActive
Some overlap · 5 shared positions
$VTR$WELL$WPC$PLD$EPR
$194M
76 positions
#10JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 11 shared positions
$WDC$FIX$JBHT$CNC$EIX$PCG
$1.3B
417 positions
#11Cander Asset Management LPActive
Some overlap · 3 shared positions
$LPLA$WELL$PLD
$540M
48 positions
#12MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 11 shared positions
$FIX$BMY$CNC$PCG$WDC$EIX
$255M
197 positions
#13Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$GBDC$OBDC$WPC$ARCC
$386M
81 positions
#14Lalia Capital, LLCActive
Some overlap · 3 shared positions
$FSK$GBDC$OBDC
$206M
15 positions
#15Sound Income Strategies, LLCPassive
Some overlap · 4 shared positions
$GBDC$OBDC$ARCC$TSLX
$2.2B
483 positions
#16AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 12 shared positions
$FIX$WDC$CNC$BMY$ABNB$PCG
$286.8B
3,900 positions
#17LDR Capital Management LLCActive
Some overlap · 4 shared positions
$VTR$EPR$WELL$PLD
$87M
45 positions
#18Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$WELL$WDC$FIX$EIX$FTI$CRS
$590M
131 positions
#19Sterling Group Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$LPLA$FSK$EIX$ARCC
$244M
62 positions
#20TT Capital Management LLCActive
Some overlap · 4 shared positions
$OBDC$WPC$FSK$CNC
$128M
77 positions
#21Capstone Wealth Management, LLCPassive
Some overlap · 7 shared positions
$WDC$FIX$CNC$PCG$SNOW$EIX
$216M
188 positions
#22HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 4 shared positions
$VTR$WELL$WPC$PLD
$1.6B
57 positions
#23ARES MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$GBDC$OBDC$ARCC$TSLX$FSK
$2.3B
44 positions
#24True Wealth Design, LLCActive
Some overlap · 11 shared positions
$FIX$WDC$JBHT$CNC$BMY$EIX
$420M
2,655 positions
#25Wick Capital Partners, LLCActive
Some overlap · 10 shared positions
$WDC$BMY$LMT$CB$TER$ABNB
$663M
246 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.