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Hedge Funds Similar to Crabel

13F Portfolio OverlapQ2 2026Crabel portfolio →
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Most similar hedge funds by 13F overlap

Crabel Capital Management, LLC is an institutional investor managing $137M across 51 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 Crabel are Hillman, Econ Financial Services, Beacon Harbor Wealth Advisors, with shared positions in $BA, $PFE, $DIS, $VZ, $PEP. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$BA$PFE$DIS$VZ
$138M
54 positions
#2Econ Financial Services CorpPassive
Notable overlap · 3 shared positions
$PFE$BA$VZ
$214M
72 positions
#3Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$VZ$PFE$PEP
$513M
70 positions
#4Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 3 shared positions
$VZ$PFE$PEP
$199M
38 positions
#5SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 3 shared positions
$DIS$PFE$BA
$3.2B
40 positions
#6STALEY CAPITAL ADVISERS INCActive
Notable overlap · 4 shared positions
$BA$PFE$DIS$VZ
$2.6B
193 positions
#7CAPITAL ADVISORS INC/OKActive
Notable overlap · 3 shared positions
$PEP$VZ$BA
$6.8B
374 positions
#8DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$DIS$PFE$BA$VZ$PEP
$253M
38 positions
#9Ally Financial Inc.Active
Some overlap · 5 shared positions
$PEP$VZ$PFE$BA$DIS
$775M
131 positions
#10TERRIL BROTHERS, INC.Active
Some overlap · 3 shared positions
$VZ$DIS$BA
$388M
71 positions
#11CLARIS ADVISORS, LLC / MO /Active
Some overlap · 4 shared positions
$BA$PFE$PEP$DIS
$383M
74 positions
#12Sterling Investment Management, Inc.Passive
Some overlap · 4 shared positions
$PEP$BA$PFE$VZ
$182M
66 positions
#13LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BA$DIS$VZ$PFE
$325M
188 positions
#14Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$PFE$DIS$VZ
$3.2B
82 positions
#15Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$VZ$DIS$PEP$PFE
$288M
82 positions
#16CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$BA$DIS$PEP
$200M
76 positions
#17LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$VZ$PFE$DIS$BA
$489M
244 positions
#18InvesTrustPassive
Some overlap · 5 shared positions
$PEP$VZ$DIS$PFE$BA
$260M
95 positions
#19KAHN BROTHERS GROUP INCSmart money
Some overlap · 4 shared positions
$DIS$PFE$VZ$PEP
$564M
48 positions
#20Financial Avengers, Inc.Active
Some overlap · 3 shared positions
$VZ$DIS$PFE
$241M
155 positions
#21BCWM, LLCPassive
Some overlap · 3 shared positions
$PFE$PEP$VZ
$342M
57 positions
#22CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$PEP$VZ$PFE
$1.6B
85 positions
#23LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$DIS$PEP$PFE
$361M
59 positions
#24Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$DIS$PEP$PFE
$683M
137 positions
#25WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$BA$DIS$VZ
$375M
44 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.