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Hedge Funds Similar to CROBAN

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

CROBAN is an institutional investor managing $227M across 81 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 CROBAN are Harrison Street Private Wealth, EDGAR LOMAX, Paradiem, with shared positions in $ATO, $NEE, $UNP, $AEE, $XEL, $GD. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive
Notable overlap · 5 shared positions
$ATO$NEE$UNP$AEE$XEL
$71M
21 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$GD$NEE$DUK$UNP$LMT$AMGN
$1.3B
58 positions
#3Paradiem, LLCPassive
Notable overlap · 5 shared positions
$GD$ATO$NEE$LMT$ORI
$464M
68 positions
#4HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMGN$NEE$UNP$DUK
$410M
53 positions
#5Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$GD$AMGN$DUK$LMT
$214M
33 positions
#6STUDIO INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$GD$NEE$AMGN$UNP$NOC
$592M
181 positions
#7Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 6 shared positions
$GD$NEE$AMGN$ELV$LMT$ORI
$111M
62 positions
#8Kesler, Norman & Wride, LLCPassive
Notable overlap · 6 shared positions
$KR$GD$AMGN$UNP$NEE$LMT
$631M
271 positions
#9Bruce & Co., Inc.Active
Notable overlap · 4 shared positions
$NEE$DUK$XEL$BG
$369M
41 positions
#10SMITH CHAS P & ASSOCIATES PA CPAS
Notable overlap · 5 shared positions
$GD$AMGN$UNP$LMT$NEE
$1.8B
176 positions
#11Miramar Capital, LLCPassive
Notable overlap · 4 shared positions
$GD$UNP$KR$LMT
$455M
57 positions
#12OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$NEE$AMGN$XEL$LMT
$183M
31 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$GD$DUK$UNP$LMT
$233M
122 positions
#14BCWM, LLCPassive
Notable overlap · 4 shared positions
$UNP$NOC$DUK$LMT
$342M
57 positions
#15Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$NEE$DUK$LMT$AEE$UNP
$1.3B
54 positions
#16Martin Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$GD$AMGN$UNP
$272M
72 positions
#17First PREMIER BankPassive
Notable overlap · 4 shared positions
$UNP$DUK$XEL$AMGN
$619M
358 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 4 shared positions
$NEE$UNP$AMGN$LMT
$529M
75 positions
#19Principal Street Partners, LLCPassive
Notable overlap · 6 shared positions
$BG$AMGN$PAG$XEL$DUK$LMT
$683M
277 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 4 shared positions
$AMGN$NEE$MTB$LMT
$1.2B
106 positions
#21O'Brien Greene & Co. IncPassive
Notable overlap · 3 shared positions
$AMGN$UNP$NEE
$362M
141 positions
#22apricus wealth, LLCPassive
Notable overlap · 4 shared positions
$BG$AMGN$KR$DUK
$210M
129 positions
#23Energy Income Partners, LLCActive
Notable overlap · 6 shared positions
$DUK$NEE$XEL$ATO$AEE$IDA
$6.4B
88 positions
#24Constitution Capital LLCActive
Some overlap · 3 shared positions
$NEE$UNP$DUK
$195M
62 positions
#25Cypress Capital, LLCActive
Some overlap · 4 shared positions
$UNP$AMGN$KR$LMT
$370M
113 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.