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Hedge Funds Similar to Crumly & Associates

13F Portfolio OverlapQ1 2026Crumly & Associates portfolio →
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Most similar hedge funds by 13F overlap

Crumly & Associates Inc. is an institutional investor managing $522M across 196 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 Crumly & Associates are Orion, Accel Wealth, PFS Partners,, with shared positions in $JHG, $DKNG, $MS, $SCHW, $NEM, $SLV. The full ranking of 25 similar funds is below.

#1Orion Capital Management LLCPassive
Notable overlap · 4 shared positions
$JHG$DKNG$MS$SCHW
$290M
485 positions
#2Accel Wealth ManagementPassive
Notable overlap · 4 shared positions
$JHG$MS$NEM$SLV
$383M
290 positions
#3PFS Partners, LLCActive
Notable overlap · 3 shared positions
$JHG$MS$SLV
$218M
590 positions
#4Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 3 shared positions
$JHG$MS$SCHW
$589M
590 positions
#5Destiny Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$JHG$MS$CRWD
$914M
1,148 positions
#6Quad-Cities Investment Group, LLCPassive
Notable overlap · 4 shared positions
$JHG$MS$EPD$FITB
$251M
200 positions
#7Advisory Resource GroupPassive
Notable overlap · 4 shared positions
$JHG$MS$SCHW$FITB
$581M
172 positions
#8HIGHLINE WEALTH PARTNERS LLCPassive
Notable overlap · 4 shared positions
$JHG$BITB$AXP$DIA
$392M
1,298 positions
#9Leelyn Smith, LLCPassive
Notable overlap · 4 shared positions
$JHG$KLAC$SCHW$FITB
$713M
154 positions
#10LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$JHG$KLAC$NEM$SLV
$174M
65 positions
#11Comprehensive Financial Planning, Inc./PAPassive
Notable overlap · 4 shared positions
$JHG$MS$CRWD$SLV
$144M
387 positions
#12ALLIANZ SEActive
Notable overlap · 4 shared positions
$JHG$NEM$AXP$TTE
$9.0B
473 positions
#131 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$JHG$DIA$FITB
$277M
270 positions
#14Signature Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$NEM$CRWD
$199M
116 positions
#15One Charles Private Wealth Services, LLCActive
Some overlap · 3 shared positions
$JHG$EPD$SLV
$400M
159 positions
#16WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$AXP$PNC
$156M
139 positions
#17MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$AXP$MS
$144M
99 positions
#18Dynamic Financial GroupActive
Some overlap · 3 shared positions
$JHG$MS$SLV
$122M
69 positions
#19EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$JHG$SCHW$EPD
$214M
83 positions
#20Clearview Wealth Advisors LLC
Some overlap · 3 shared positions
$JHG$SCHW$PNC
$158M
103 positions
#21NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$JHG$AXP$SCHW
$229M
73 positions
#22Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$DKNG$JHG$KLAC$SCHW
$1.1B
284 positions
#23Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$SLV$FITB
$367M
146 positions
#24Stonebridge Financial Planning Group, LLCPassive
Some overlap · 3 shared positions
$MS$DKNG$JHG
$272M
171 positions
#25NOTTINGHAM ADVISORS, INC.Active
Some overlap · 4 shared positions
$JHG$SLV$MS$DIA
$777M
112 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.