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 Crossmark Global ,

13F Portfolio OverlapQ1 2026Crossmark Global , portfolio →

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Most similar hedge funds by 13F overlap

Crossmark Global Holdings, Inc. is an institutional investor managing $7.7B across 1,261 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 Crossmark Global , are Griffith & Werner,, PBU - The Pension Fund of Early Childhood & Youth Educators, Kintegral Advisory,, with shared positions in $GILD, $KO, $BAC, $VZ, $C, $WFC. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Active

Some overlap · 8 shared positions

$GILD $KO $BAC $VZ $C $WFC

$202M

72 positions

#2PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 9 shared positions

$TJX $KO $VZ $C $BAC $WFC

$7.7B

190 positions

#3Kintegral Advisory, LLCPassive

Some overlap · 8 shared positions

$GILD $KO $C $AMD $VZ $BAC

$1.1B

233 positions

#4EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$GILD $KO $BAC $SCHW $WFC $CCZ

$1.4B

56 positions

#5Rayburn West Financial Services LLCPassive

Some overlap · 9 shared positions

$KO $BAC $VZ $C $WFC $MCD

$170M

82 positions

#6Harrington Investments, INCPassive

Some overlap · 7 shared positions

$GILD $TJX $SCHW $VZ $AMD $JCI

$190M

84 positions

#7Dai-ichi Life Insurance Company, LtdActive

Some overlap · 8 shared positions

$TJX $GILD $KO $BAC $VZ $MS

$3.5B

464 positions

#8Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 8 shared positions

$KO $BAC $SCHW $VZ $C $HSBC

$495M

128 positions

#9Brandywine Global Investment Management, LLC

Some overlap · 8 shared positions

$BAC $GILD $VZ $C $WFC $CCZ

$14.9B

601 positions

#10INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive

Some overlap · 7 shared positions

$GILD $KO $BAC $AMD $MCD $AXP

$244M

182 positions

#11CONNORS INVESTOR SERVICES INCActive

Some overlap · 7 shared positions

$TJX $KO $SCHW $VZ $WFC $MS

$1.1B

149 positions

#12FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$TJX $KO $BAC $VZ $ANET $ABT

$1.2B

150 positions

#13NVWM, LLCPassive

Some overlap · 8 shared positions

$AMD $TJX $BAC $WFC $ASML $ANET

$449M

747 positions

#14Beta Wealth Group, Inc.Passive

Some overlap · 7 shared positions

$TJX $GILD $AMD $C $ANET $BAC

$242M

112 positions

#15Lansforsakringar Fondforvaltning AB (publ)Active

Some overlap · 8 shared positions

$BAC $VZ $C $AMD $KO $GILD

$19.1B

554 positions

#16Evansbrook LLCActive

Some overlap · 8 shared positions

$BAC $TJX $WFC $ASML $ANET $MS

$150M

117 positions

#17XXI WEALTH, LLCPassive

Some overlap · 7 shared positions

$TJX $C $VZ $SCHW $WDC $ABT

$177M

209 positions

#18Catherine Avery Investment Management LLCPassive

Some overlap · 7 shared positions

$KO $BAC $VZ $C $JCI $MCD

$223M

109 positions

#19WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 6 shared positions

$GILD $KO $BAC $SCHW $CCZ $AXP

$318M

148 positions

#20Providence Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$GILD $KO $SCHW $VZ $WFC $IBM

$157M

80 positions

#21Dempze Nancy EPassive

Some overlap · 7 shared positions

$TJX $SCHW $AMD $MS $AXP $ABT

$182M

92 positions

#22OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$GILD $KO $BAC $VZ $MS $IBM

$193M

108 positions

#23MFA Wealth ServicesPassive

Some overlap · 7 shared positions

$GILD $SCHW $WFC $ASML $MS $MCD

$151M

122 positions

#24Wynn Capital, LLCPassive

Some overlap · 7 shared positions

$KO $BAC $SCHW $WFC $MCD $AXP

$195M

107 positions

#25CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$GILD $TJX $AMD $ASML $MS $AXP

$2.9B

658 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.