What hedge funds are most similar to Standard Family Office LLC?

The funds with the most similar 13F portfolios to Standard Family Office LLC are S, TOTH FINANCIAL ADVISORY, Destination Wealth, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Standard Family Office

13F Portfolio OverlapQ2 2026Standard Family Office portfolio →

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Most similar hedge funds by 13F overlap

Standard Family Office LLC is an institutional investor managing $114M across 31 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 Standard Family Office are S, TOTH FINANCIAL ADVISORY, Destination Wealth, with shared positions in $UNP, $ECL, $TMO, $AFL, $ABT, $CVS. The full ranking of 25 similar funds is below.

#1S&CO INCPassive

Some overlap · 5 shared positions

$UNP $ECL $TMO $AFL $ABT

$1.7B

222 positions

#2TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 5 shared positions

$UNP $AFL $ECL $CVS $ABT

$1.0B

880 positions

#3Destination Wealth ManagementPassive

Slight overlap · 5 shared positions

$AFL $ECL $TMO $COF $ABT

$4.3B

344 positions

#4Stolper CoPassive

Slight overlap · 4 shared positions

$UNP $AFL $COF $CVS

$387M

91 positions

#5SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Slight overlap · 4 shared positions

$UNP $AFL $ECL $ABT

$1.5B

160 positions

#6SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Slight overlap · 4 shared positions

$UNP $AFL $TMO $ABT

$244M

321 positions

#7SECURITY NATIONAL BANK OF SO DAK

Slight overlap · 4 shared positions

$UNP $AFL $TMO $ABT

$217M

287 positions

#8NORRIS PERNE & FRENCH LLP/MIActive

Slight overlap · 4 shared positions

$UNP $ECL $TMO $ABT

$1.7B

147 positions

#9TRUST CO OF VERMONTPassive

Slight overlap · 4 shared positions

$UNP $ECL $TMO $ABT

$2.7B

1,154 positions

#10CAPITAL CITY TRUST CO/FLPassive

Slight overlap · 3 shared positions

$UNP $AFL $TMO

$482M

129 positions

#11Henshaw Capital LLCActive

Slight overlap · 3 shared positions

$UNP $AFL $TMO

$3.1B

160 positions

#12DIAMOND HILL CAPITAL MANAGEMENT INCActive

Slight overlap · 4 shared positions

$UNP $TMO $COF $ABT

$12.5B

186 positions

#13ROCKLAND TRUST COPassive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$2.5B

317 positions

#14BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$499M

73 positions

#15BOSTON FAMILY OFFICE LLCPassive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$1.6B

314 positions

#16Nicollet Investment Management, Inc.Active

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$324M

77 positions

#17Emprise BankActive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$271M

109 positions

#18BCS Private Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$332M

187 positions

#19New Hampshire TrustPassive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$530M

176 positions

#20Elk River Wealth Management, LLCActive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$628M

103 positions

#21Adelphi Trust CoPassive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$151M

114 positions

#22Liberty Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$AFL $ECL $TMO $ABT

$582M

184 positions

#23KING LUTHER CAPITAL MANAGEMENT CORPActive

Slight overlap · 3 shared positions

$UNP $ECL $TMO

$24.4B

614 positions

#24Wealth Intelligence, LLCActive

Slight overlap · 3 shared positions

$UNP $AFL $CVS

$215M

59 positions

#25Dorato Capital ManagementPassive

Slight overlap · 3 shared positions

$UNP $AFL $CVS

$147M

254 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.