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 RED CRANE WEALTH ,

13F Portfolio OverlapQ1 2026RED CRANE WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

RED CRANE WEALTH MANAGEMENT, LLC is an institutional investor managing $122M across 72 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 RED CRANE WEALTH , are Accel Wealth, KOM Wealth Group,, RIDGECREST WEALTH PARTNERS,, with shared positions in $MS, $AGQ, $INTC, $KKR, $AMGN, $ALPS. The full ranking of 25 similar funds is below.

#1Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$MS $AGQ $INTC $KKR

$383M

290 positions

#2KOM Wealth Management Group, LLCActive

Some overlap · 3 shared positions

$MS $AGQ $KKR

$147M

89 positions

#3RIDGECREST WEALTH PARTNERS, LLCPassive

Some overlap · 3 shared positions

$MS $AMGN $KKR

$181M

96 positions

#4SWEENEY & MICHEL, LLCActive

Some overlap · 3 shared positions

$MS $AMGN $KKR

$340M

145 positions

#5Stillwater Wealth Management GroupPassive

Some overlap · 4 shared positions

$MS $AMGN $ALPS $AGQ

$162M

77 positions

#6Meridian Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$MS $AGQ $KKR

$183M

141 positions

#7TME FINANCIAL, INC.Passive

Some overlap · 3 shared positions

$MS $KKR $ALPS

$144M

65 positions

#8Madrid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MS $KKR $INTC

$133M

70 positions

#9Provenance Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$MS $ALPS $AGQ $KKR

$945M

412 positions

#10WealthPLAN Partners, LLCPassive

Some overlap · 4 shared positions

$MS $AGQ $AMGN $KKR

$518M

221 positions

#11Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MS $ALPS $AMGN $KKR

$175M

152 positions

#12MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 3 shared positions

$MS $AMGN $KKR

$1.1B

105 positions

#13XML Financial, LLCPassive

Some overlap · 3 shared positions

$MS $AMGN $KKR

$1.2B

421 positions

#14Oak Harvest Investment ServicesPassive

Some overlap · 4 shared positions

$MS $ALPS $AMGN $KKR

$958M

176 positions

#15Capital Investment Counsel, LLCPassive

Some overlap · 3 shared positions

$MS $AMGN $ALPS

$730M

147 positions

#16ATX Financial Planning, LLCPassive

Some overlap · 3 shared positions

$MS $AGQ $KKR

$132M

81 positions

#17Innovative Wealth Building LLCActive

Some overlap · 3 shared positions

$MS $KKR $AGQ

$142M

70 positions

#18Eagle Strategies LLCPassive

Some overlap · 3 shared positions

$MS $ALPS $KKR

$837M

258 positions

#19MCF Advisors LLCPassive

Some overlap · 3 shared positions

$MS $KKR $AMGN

$2.3B

1,338 positions

#20Oak Asset Management, LLCActive

Some overlap · 3 shared positions

$MS $AMGN $INTC

$290M

108 positions

#21KPP Advisory Services LLCPassive

Some overlap · 3 shared positions

$MS $AGQ $ALPS

$689M

349 positions

#22Atlas Private Wealth AdvisorsPassive

Some overlap · 3 shared positions

$MS $AMGN $INTC

$425M

132 positions

#23Hubbell Strickland Wealth Management, LLCActive

Some overlap · 3 shared positions

$MS $KKR $INTC

$251M

83 positions

#24COMPASS CAPITAL CORP /MA/ /ADVPassive

Some overlap · 3 shared positions

$MS $ALPS $INTC

$279M

202 positions

#25Granite Group Advisors, LLCActive

Some overlap · 3 shared positions

$MS $AMGN $ALPS

$165M

86 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.