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Hedge Funds Similar to Cranbrook Wealth ,

13F Portfolio OverlapQ1 2026Cranbrook Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Cranbrook Wealth Management, LLC is an institutional investor managing $492M across 385 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 Cranbrook Wealth , are NavPoint Financial,, Moisand Fitzgerald Tamayo,, Seneschal Advisors,, with shared positions in $SNOW, $IAU, $IBIT, $IBM, $UNIT, $DE. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$SNOW$IAU$IBIT$IBM
$247M
71 positions
#2Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$SNOW$IAU$UNIT$DE
$931M
518 positions
#3Seneschal Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$IAU$TMO
$135M
594 positions
#4CHRISTINE MESSMER PCActive
Notable overlap · 4 shared positions
$SNOW$UNIT$DDOG$HUM
$156M
80 positions
#5SOUTHERN MICHIGAN BANK & TRUSTActive
Notable overlap · 5 shared positions
$SNOW$SYK$DDOG$ABT$SO
$261M
424 positions
#6Heritage Financial Services, LLC
Notable overlap · 5 shared positions
$SNOW$DDOG$HUM$IBM$AMAT
$1.2B
126 positions
#7Schiavi & Co LLCSmart money
Notable overlap · 4 shared positions
$SNOW$DDOG$ABT$IBM
$337M
50 positions
#8FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$SNOW$IAU$UNIT$HUM
$754M
345 positions
#9ACCESS FINANCIAL SERVICES, INC.Active
Notable overlap · 4 shared positions
$SNOW$DDOG$IBM$WSO
$282M
95 positions
#10Planned Solutions, Inc.Active
Notable overlap · 4 shared positions
$SNOW$HUM$IBM$AMAT
$306M
139 positions
#11Pearl Planning LLCActive
Notable overlap · 3 shared positions
$SNOW$UNIT$IBM
$187M
52 positions
#12Armor Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$RBLX$SO$DE
$278M
160 positions
#13BRIGHTON SECURITIES CORP.Smart money
Notable overlap · 5 shared positions
$SNOW$DDOG$SO$HUM$SYK
$208M
47 positions
#14Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$SNOW$DDOG$UNIT
$335M
104 positions
#15Scott Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$DDOG$HUM$TMO
$493M
58 positions
#16Clear Retirement Advice LLCActive
Notable overlap · 3 shared positions
$SNOW$IAU$UNIT
$127M
54 positions
#17Family Investment Center, Inc.Active
Notable overlap · 3 shared positions
$SNOW$HUM$UNIT
$520M
91 positions
#18Gordian Advisors LLCSmart money
Notable overlap · 3 shared positions
$SNOW$SYK$IBM
$150M
55 positions
#19BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$SNOW$AMAT$HUM
$510M
85 positions
#20Wagner Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$IBM$SO
$495M
279 positions
#21Holcombe Financial, Inc.Active
Notable overlap · 3 shared positions
$SNOW$IBIT$SO
$170M
49 positions
#22NORTHLAND SECURITIES, INC.Active
Notable overlap · 3 shared positions
$SNOW$AMAT$DE
$105M
107 positions
#23TruNorth Capital Management, LLCActive
Notable overlap · 7 shared positions
$SNOW$SYK$UNIT$AMAT$ABT$IBM
$522M
114 positions
#24True Link Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$HUM$IBM$NOW
$1.6B
418 positions
#25Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$IBM$UNIT
$325M
57 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.