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Hedge Funds Similar to Stokes Family Office

13F Portfolio OverlapQ2 2026Stokes Family Office portfolio →
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Most similar hedge funds by 13F overlap

Stokes Family Office, LLC is an institutional investor managing $858M across 272 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 Stokes Family Office are UNITED BANK, First Long Island Investors, Blue Chip Partners, with shared positions in $BLK, $GLW, $DOV, $PEP, $GD, $ABT. The full ranking of 25 similar funds is below.

#1UNITED BANKActive
Some overlap · 6 shared positions
$BLK$GLW$DOV$PEP$GD$ABT
$853M
130 positions
#2First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$PM$BLK$PEP$ETN$ABT
$1.4B
73 positions
#3Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PM$BLK$PEP$ETN$ABT
$1.6B
184 positions
#4GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$BLK$CTAS$GLW$PEP$ETN
$1.2B
383 positions
#5TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$MO$GLW$ETN$DOV
$686M
151 positions
#6Ellenbecker Investment GroupSmart money
Some overlap · 5 shared positions
$PM$MO$PEP$ETN$DOV
$860M
149 positions
#7AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$MO$GLW$PEP$ABT
$745M
184 positions
#8FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$PM$BLK$ETN$MO$ABT
$42.5B
300 positions
#9TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$PM$BLK$GLW$PEP$ABT
$1.3B
226 positions
#10Citizens National Bank Trust DepartmentPassive
Some overlap · 5 shared positions
$PM$ETN$PEP$GLW$MO
$680M
381 positions
#11OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$BLK$GLW$DOV$PEP$ETN
$530M
275 positions
#12River Street Advisors LLCPassive
Some overlap · 5 shared positions
$BLK$GLW$DOV$PEP$ETN
$340M
177 positions
#13SEARLE & CO.Passive
Some overlap · 5 shared positions
$PM$PEP$GLW$ETN$BMY
$445M
194 positions
#14STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$PM$MO$GLW$ETN$GD
$670M
265 positions
#15LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$PM$BLK$MO$GLW
$17.5B
169 positions
#16Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$PM$BLK$ETN$MO$ABT
$159M
75 positions
#17LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$MO$GLW$DOV$PEP$PM
$2.5B
117 positions
#18RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$BLK$MO$GLW$PEP$BMY
$2.4B
181 positions
#19P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$PM$MO$PEP$BMY$ABT
$133M
66 positions
#20PITTENGER & ANDERSON INCPassive
Some overlap · 4 shared positions
$BLK$CTAS$PM$ETN
$2.8B
507 positions
#21PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$PM$GLW$MO$ETN$BMY
$371M
544 positions
#22Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$MO$DOV$PEP
$497M
948 positions
#23WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$PM$MO$GLW$ETN
$97M
110 positions
#24Addison Capital CoActive
Some overlap · 4 shared positions
$PM$BLK$DOV$PEP
$610M
184 positions
#25BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$PM$MO$GLW$DOV
$515M
142 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.