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Hedge Funds Similar to RS CRUM

13F Portfolio OverlapQ1 2026RS CRUM portfolio →
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Most similar hedge funds by 13F overlap

RS CRUM INC. is an institutional investor managing $517M across 102 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 RS CRUM are SHUFRO ROSE &, Gross & Hartman Investments, Mills Wealth Advisors, with shared positions in $ALPS, $UPST, $UNIT, $AMGN, $IBM, $DIS. The full ranking of 25 similar funds is below.

#1SHUFRO ROSE & CO LLCActive
Notable overlap · 5 shared positions
$ALPS$UPST$UNIT$AMGN$IBM
$1.5B
307 positions
#2Gross & Hartman Investments LLCSmart money
Notable overlap · 4 shared positions
$ALPS$DIS$MKL$CCZ
$192M
72 positions
#3Mills Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$ALPS$UPST$MKL
$286M
80 positions
#4ADAPT WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$ALPS$SO$MU$HUM
$276M
106 positions
#5Del-Sette Capital Management, LLCActive
Notable overlap · 3 shared positions
$ALPS$SPG$IBM
$167M
44 positions
#6Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$ALPS$SNOW$AMGN
$742M
168 positions
#7LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 4 shared positions
$ALPS$SO$SPG$IBM
$192M
113 positions
#8SEARCY FINANCIAL SERVICES INC /ADVActive
Notable overlap · 3 shared positions
$ALPS$IBM$SO
$270M
27 positions
#9Granby Capital Management, LLCActive
Some overlap · 3 shared positions
$ALPS$MKL$UNIT
$174M
14 positions
#10Stratos Investment Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$MKL$AMGN
$2.5B
371 positions
#11Artesa Financial Group, LLCActive
Some overlap · 7 shared positions
$ALPS$EPD$MU$VZ$OKE$UNIT
$105M
55 positions
#12Sovereign Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ALPS$SNOW$EPD$OKE$EMR
$472M
106 positions
#13Brady Martz Wealth Solutions, LLCPassive
Some overlap · 4 shared positions
$ALPS$AMGN$IBM$HUM
$587M
195 positions
#14Hamrick Investment Counsel, llcPassive
Some overlap · 6 shared positions
$ALPS$MKL$AMGN$VZ$IBM$HUM
$180M
359 positions
#15Gallacher Capital Management LLCPassive
Some overlap · 3 shared positions
$ALPS$SNOW$HUM
$261M
301 positions
#16Hegarty Advisors, LLCActive
Some overlap · 5 shared positions
$ALPS$MKL$UPST$UNIT$HUM
$127M
57 positions
#17Prasad Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ALPS$MU$IBM$PH
$367M
146 positions
#18Lake Hills Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$UPST$HUM$SNOW
$179M
62 positions
#19Spectrum Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$ALPS$UNIT$HUM
$201M
46 positions
#20COWA, LLCActive
Some overlap · 6 shared positions
$ALPS$EPD$MKL$OKE$AMGN$IBM
$371M
158 positions
#21Sterling Investment Management, Inc.Passive
Some overlap · 3 shared positions
$ALPS$SNOW$VZ
$167M
65 positions
#22ForthRight Wealth Management, LLCActive
Some overlap · 5 shared positions
$ALPS$SNOW$SO$IBM$HUM
$353M
75 positions
#23TT Capital Management LLCActive
Some overlap · 4 shared positions
$ALPS$OKE$EPD$VZ
$121M
73 positions
#24MBA Advisors LLCPassive
Some overlap · 7 shared positions
$SNOW$MKL$ALPS$UPST$AMGN$VZ
$260M
146 positions
#25American Alpha Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$DIS$AMGN
$188M
96 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.