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Hedge Funds Similar to Redwood Family Wealth

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

Redwood Family Wealth LLC is an institutional investor managing $114M across 110 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 Redwood Family Wealth are Broad Run Investment, Sender & Partners, EagleClaw Managment, with shared positions in $ASTS, $DIS, $AON, $BA, $PLTR, $TPL. The full ranking of 25 similar funds is below.

#1Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$ASTS$DIS$AON
$650M
24 positions
#2Sender Co & Partners, Inc.Passive
Notable overlap · 3 shared positions
$ASTS$BA$PLTR
$345M
120 positions
#3EagleClaw Capital Managment, LLCPassive
Notable overlap · 3 shared positions
$TPL$LMT$BA
$745M
145 positions
#4Seneschal Advisors, LLCActive
Notable overlap · 4 shared positions
$TPL$BA$PLTR$NEE
$146M
596 positions
#5PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$TPL$LMT$COP$PLTR
$3.2B
77 positions
#6IFS Group,LLCPassive
Notable overlap · 3 shared positions
$TPL$BA$PLTR
$73M
87 positions
#7SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 3 shared positions
$TPL$TXN$LMT
$3.0B
138 positions
#8Westwind CapitalPassive
Some overlap · 5 shared positions
$TPL$VRT$NEE$TXN$PLTR
$422M
77 positions
#9Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$TPL$LMT$TXN$COP
$140M
112 positions
#10TTRF Capital LtdActive
Some overlap · 3 shared positions
$ASTS$PLTR$QXO
$152M
13 positions
#11Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$DIS$TXN$NEE$LMT
$169M
84 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$DIS$TXN$NEE$LMT
$529M
75 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$TPL$TXN$COP
$175M
73 positions
#14TEMA ETFS LLCActive
Some overlap · 4 shared positions
$ASTS$NEE$VRT$TKR
$3.1B
583 positions
#15Socorro Asset Management LPActive
Some overlap · 3 shared positions
$DIS$TXN$NEE
$223M
33 positions
#16Iyo Bank, Ltd.Active
Some overlap · 3 shared positions
$DIS$TXN$NEE
$329M
32 positions
#17Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$TXN$DIS$NEE$LMT$BA
$239M
75 positions
#18CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$DIS$TXN$COP
$171M
71 positions
#19Advantage Trust CoActive
Some overlap · 3 shared positions
$TPL$COP$BA
$284M
197 positions
#20Clarus Wealth AdvisorsPassive
Some overlap · 5 shared positions
$ASTS$VRT$NEE$LMT$PLTR
$260M
86 positions
#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DIS$NEE$LMT
$2.1B
131 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$DIS$TXN$COP$AON
$12.5B
186 positions
#23Annex Advisory Services, LLCActive
Some overlap · 3 shared positions
$TPL$VRT$NEE
$5.9B
356 positions
#24United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$ASTS$LMT$PLTR
$763M
98 positions
#25Corsicana & Co.Passive
Some overlap · 3 shared positions
$TPL$TXN$NEE
$206M
309 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.