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Hedge Funds Similar to FIDUCIARY FAMILY OFFICE

13F Portfolio OverlapQ2 2026FIDUCIARY FAMILY OFFICE portfolio →
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Most similar hedge funds by 13F overlap

FIDUCIARY FAMILY OFFICE, LLC is an institutional investor managing $400M across 177 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 FIDUCIARY FAMILY OFFICE are Aspire Private, Dana Investment Advisors, Omnitrust Wealth, with shared positions in $PM, $AXP, $WFC, $VRT, $PH, $APH. The full ranking of 25 similar funds is below.

#1Aspire Private Capital, LLCPassive
Notable overlap · 13 shared positions
$PM$AXP$WFC$VRT$PH$APH
$484M
175 positions
#2Dana Investment Advisors, Inc.Passive
Some overlap · 11 shared positions
$VRT$APH$AXP$PM$WFC$IQV
$3.8B
572 positions
#3Omnitrust Wealth Management, Inc
Some overlap · 7 shared positions
$AXP$PM$WFC$VRT$PH$ADI
$77M
64 positions
#4CRUX WEALTH ADVISORSPassive
Some overlap · 7 shared positions
$PM$WFC$DIS$IQV$ADI$BNY
$289M
192 positions
#5LORD, ABBETT & CO. LLCPassive
Some overlap · 7 shared positions
$PH$APH$WFC$PM$ADI$BNY
$34.9B
558 positions
#6Unique Wealth Strategies, LLCPassive
Some overlap · 7 shared positions
$PM$WFC$IQV$ADI$DIS$BNY
$275M
223 positions
#7Bay Harbor Wealth Management, LLCActive
Some overlap · 10 shared positions
$APH$VRT$ADI$AXP$BNY$DIS
$434M
1,293 positions
#8Oregon Pacific Wealth Management, LLCActive
Some overlap · 6 shared positions
$PM$WFC$DIS$IQV$ADI$BNY
$107M
115 positions
#9SPWM Advisors LLCActive
Some overlap · 6 shared positions
$PM$WFC$DIS$IQV$ADI$BNY
$108M
90 positions
#10Voya Financial Advisors, Inc.Smart money
Some overlap · 6 shared positions
$PM$WFC$DIS$IQV$ADI$BNY
$1.1B
208 positions
#11Boston PartnersPassive
Some overlap · 6 shared positions
$PM$WFC$AXP$DIS$IQV$MCK
$112.6B
802 positions
#12SHAYNE & JACOBS, LLCActive
Some overlap · 5 shared positions
$AXP$PM$WFC$DIS$BNY
$337M
101 positions
#13VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 6 shared positions
$PM$APH$PH$ADI$BNY$MCK
$900M
1,056 positions
#14Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$AXP$PM$APH$ADI$MCK
$222M
88 positions
#15Family Capital Trust CoActive
Some overlap · 5 shared positions
$AXP$VRT$APH$DIS$LIN
$307M
83 positions
#16Longbow Finance SAPassive
Some overlap · 5 shared positions
$AXP$PH$IBKR$BNY$MCK
$782M
59 positions
#17Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$AXP$PH$DIS$ADI$MCK
$2.5B
166 positions
#18Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$WFC$DIS$BNY$MCK
$224M
116 positions
#19HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$AXP$PM$ADI$QSR$WFC
$252M
43 positions
#20Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$AXP$PM$APH$LIN$WFC
$1.5B
128 positions
#21Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$AXP$PH$APH$ADI$LIN
$686M
532 positions
#22Inspire Investing, LLCPassive
Some overlap · 5 shared positions
$VRT$PH$APH$IBKR$LIN
$2.4B
1,266 positions
#23HENDLEY & CO INCActive
Some overlap · 5 shared positions
$PM$PH$APH$AXP$LIN
$283M
47 positions
#24Independence Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$PM$WFC$DIS$IQV$ADI
$199M
85 positions
#25Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PM$WFC$APH$ADI$MCK
$258M
228 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.