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 CROBAN

13F Portfolio OverlapQ1 2026CROBAN portfolio →

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Most similar hedge funds by 13F overlap

CROBAN is an institutional investor managing $213M across 73 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 CROBAN are Pinnacle Financial Group, / IL, Reality Financial Planning Services,, Catalyst Investment, with shared positions in $KKR, $WT, $SCHW, $LMT, $TECK, $NEE. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$KKR $WT $SCHW

$365M

111 positions

#2Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$KKR $WT $SCHW

$104M

20 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $LMT $SCHW

$90M

65 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $TECK $NEE $AMGN $UNH

$477M

70 positions

#5Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $SCHW $AMGN

$236M

81 positions

#6Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$KKR $TECK $NIM $DUK $WT $NEE

$123M

111 positions

#7BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$WT $TECK $SCHW $KKR

$129M

217 positions

#8Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 5 shared positions

$KKR $WT $DUK $LMT $AMGN

$170M

125 positions

#9Bay Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$KKR $WT $TECK

$162M

107 positions

#10Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $WT $NEE

$414M

139 positions

#11Decker Wealth Management LLCPassive

Notable overlap · 5 shared positions

$KKR $R $AMGN $LMT $DUK

$441M

105 positions

#12Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $NEE $LMT

$124M

101 positions

#13ACT WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KKR $SCHW $UNP

$298M

62 positions

#14Keudell/Morrison Wealth ManagementPassive

Notable overlap · 4 shared positions

$KKR $TECK $SCHW $AMGN

$489M

245 positions

#15Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$KKR $WT $UNH

$213M

153 positions

#16EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$SCHW $NEE $GD $AMGN $UNP $DUK

$1.4B

56 positions

#17Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $SCHW $LMT

$255M

70 positions

#18Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$SCHW $NEE $GD $KR $AMGN $LMT

$105M

62 positions

#19Infinity Wealth Counsel, LLCPassive

Notable overlap · 4 shared positions

$KKR $SCHW $WT $DUK

$109M

63 positions

#20DeDora Capital, Inc.Active

Notable overlap · 4 shared positions

$KKR $UNP $AMGN $UNH

$408M

123 positions

#21HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $WT $SCHW

$238M

142 positions

#22Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $TECK $AMGN

$136M

49 positions

#23GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 4 shared positions

$AMH $SCHW $WT $KKR

$576M

171 positions

#24Curran Financial Partners, LLCActive

Notable overlap · 4 shared positions

$TECK $KKR $WT $SCHW

$559M

127 positions

#25Regal Partners LtdActive

Notable overlap · 3 shared positions

$TECK $SCHW $UNP

$1.8B

106 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.