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Hedge Funds Similar to Horizon Family Wealth

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

Horizon Family Wealth, Inc. is an institutional investor managing $219M across 93 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 Horizon Family Wealth are Minot DeBlois Advisors, Galvin, Gaustad & Stein, RBA Wealth, with shared positions in $AXP, $DIS, $UNP, $ASML, $UBER, $HCA. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$DIS$UNP$ASML
$116M
240 positions
#2Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$AXP$UNP$UBER$ASML$HCA
$1.4B
262 positions
#3RBA Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CBOE$ASML$INGR$AEP$CCK$TMUS
$273M
80 positions
#4BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$AXP$UNP$ASML$CRS$DE
$4.1B
151 positions
#5HS Management Partners, LLCActive
Some overlap · 3 shared positions
$DIS$AXP$UBER
$291M
24 positions
#6AlpenGlobal Capital LLCActive
Some overlap · 3 shared positions
$DIS$AXP$UBER
$156M
35 positions
#7CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DIS$AXP$UBER
$2.0B
76 positions
#8Veracity Capital LLCPassive
Some overlap · 5 shared positions
$AXP$FLEX$CRS$ASML$VRT
$370M
223 positions
#9Matthew Goff Investment Advisor, LLCPassive
Some overlap · 3 shared positions
$DIS$AXP$UNP
$593M
91 positions
#10N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$AXP$VRT$UBER$MRVL
$282M
43 positions
#11N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$AXP$VRT$UBER$MRVL
$231M
34 positions
#12FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$DIS$FLEX$ASML$DE$TT
$118M
56 positions
#13Stanley Capital Management, LLCActive
Some overlap · 4 shared positions
$AXP$VRT$ASML$MRVL
$754M
37 positions
#14Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$AXP$VRT$UBER$ASML
$115M
89 positions
#15INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$DIS$AXP$HCA
$96M
31 positions
#16Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$DIS$UNP$ASML
$649M
136 positions
#17Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$AXP$UNP$ASML$TT$BSX
$1.5B
128 positions
#18CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$AXP$UNP$UBER$ASML
$2.3B
150 positions
#19Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$AXP$DIS$UNP$DE
$719M
60 positions
#20Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DIS$UBER$DE$TMUS$UNP
$684M
359 positions
#21GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$DIS$FLEX$UBER$ASML
$372M
82 positions
#22SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VRT$UBER$ASML$MRVL$DE
$255M
144 positions
#23Family Capital Trust CoActive
Some overlap · 4 shared positions
$AXP$DIS$VRT$TMUS
$307M
83 positions
#24Cohen Klingenstein LLCActive
Some overlap · 3 shared positions
$AXP$DIS$UNP
$3.5B
207 positions
#25Bensler, LLCPassive
Some overlap · 4 shared positions
$AXP$VRT$UBER$ASML
$1.1B
198 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.