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Hedge Funds Similar to FRG Family Wealth Advisors

13F Portfolio OverlapQ1 2026FRG Family Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

FRG Family Wealth Advisors LLC is an institutional investor managing $611M across 156 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FRG Family Wealth Advisors are ABSHER WEALTH, Palisade Asset, DMKC Advisory Services, with shared positions in $BA, $DE, $PEP, $ADP, $MCD, $KLAC. The full ranking of 25 similar funds is below.

#1ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$BA$DE$PEP$ADP$MCD
$878M
73 positions
#2Palisade Asset Management, LLCPassive
Some overlap · 7 shared positions
$DE$PEP$ADP$KLAC$BLK$MCD
$1.1B
204 positions
#3DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$DE$BA$PEP$ADP$FDX
$530M
92 positions
#4SYNTAX RESEARCH, INC.Active
Some overlap · 7 shared positions
$BA$CEG$TMO$BLK$AMT$FDX
$137M
179 positions
#5GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 6 shared positions
$BA$PEP$ADP$TMO$BLK$BDX
$372M
82 positions
#6Lionhunter Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$ADP$CEG$PEP
$222M
109 positions
#7CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$BA$DE$PEP$MCD
$200M
76 positions
#8LOOMIS SAYLES & CO L PActive
Some overlap · 5 shared positions
$BA$DE$TMO$TT$KLAC
$79.8B
707 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$BA$DE$TMO
$124M
100 positions
#10CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$DE$PEP$ADP$TMO$MCD
$767M
184 positions
#11Lipe & DaltonPassive
Some overlap · 3 shared positions
$BA$DE$TMO
$215M
94 positions
#12Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$BA$PEP$FDX
$797M
110 positions
#13Riverview Trust CoActive
Some overlap · 5 shared positions
$DE$KLAC$PEP$BLK$MCD
$84M
166 positions
#14CMH Wealth Management LLCPassive
Some overlap · 4 shared positions
$BA$DE$BLK$PEP
$655M
117 positions
#15CULBERTSON A N & CO INCActive
Some overlap · 6 shared positions
$DE$PEP$ADP$MCD$FDX$TRV
$859M
140 positions
#16MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$BA$KLAC$CEG
$587M
99 positions
#17Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$DE$PEP$TMO$BLK$MCD
$1.0B
160 positions
#18Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DE$BA$PEP$MCD$FDX
$142M
106 positions
#19CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 6 shared positions
$DE$ADP$BLK$PEP$MCD$ANET
$813M
328 positions
#20Ally Financial Inc.Active
Some overlap · 6 shared positions
$PEP$BA$TMO$AMT$BLK$MCD
$775M
131 positions
#21Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$BA$CEG$TMO
$4.4B
33 positions
#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 7 shared positions
$KLAC$PEP$BLK$AMT$TT$ANET
$195M
67 positions
#23MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BA$ADP$TMO$PEP$BLK
$126M
196 positions
#24CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$DE$PEP$BLK$MCD$BDX
$1.1B
157 positions
#25SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$PEP$ADP$MCD
$205M
55 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.