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 CRA Financial Services,

13F Portfolio OverlapQ1 2026CRA Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

CRA Financial Services, LLC is an institutional investor managing $770M across 296 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 CRA Financial Services, are RATIONAL ADVISORS,, Axis Wealth Partners,, Centerpoint Advisory Group, with shared positions in $WT, $HUM, $USB, $NEE, $BAC, $BRZE. The full ranking of 25 similar funds is below.

#1RATIONAL ADVISORS, INC.Active

Notable overlap · 5 shared positions

$WT $HUM $USB $NEE $BAC

$980M

179 positions

#2Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $BRZE $USB $BAC

$188M

174 positions

#3Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$WT $HUM $BAH $BAC $AMN

$133M

108 positions

#4Clear Creek Financial Management, LLCPassive

Some overlap · 4 shared positions

$WT $LEN $JHG $HUM

$1.3B

608 positions

#5Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $BRZE $NEE

$92M

82 positions

#6Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$WT $HUM $BRZE $USB

$365M

111 positions

#7Vigilare Wealth ManagementActive

Some overlap · 3 shared positions

$WT $HUM $JHG

$296M

109 positions

#8Carmel Capital Partners, LLCPassive

Some overlap · 4 shared positions

$WT $LEN $BAH $NEE

$277M

118 positions

#9Yoder Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$WT $HUM $USB

$219M

124 positions

#10Wingate Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $BRZE $BAH

$187M

121 positions

#11Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $USB $BAH

$405M

298 positions

#12Reality Financial Planning Services, LLCSmart money

Some overlap · 3 shared positions

$WT $HUM $BRZE

$104M

20 positions

#13FIDELIS iM, LLCSmart money

Some overlap · 3 shared positions

$WT $HUM $BRZE

$264M

25 positions

#14SimpliFi, Inc.Smart money

Some overlap · 3 shared positions

$WT $HUM $BRZE

$238M

43 positions

#15Glen Eagle Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $LEN $HUM $NEE

$714M

1,021 positions

#16Bristlecone Value Partners, LLCPassive

Some overlap · 3 shared positions

$WT $HUM $BAC

$114M

68 positions

#17Daviman Financial, LLCPassive

Some overlap · 3 shared positions

$WT $LEN $BRZE

$169M

84 positions

#18CAHILL FINANCIAL ADVISORS INCPassive

Some overlap · 3 shared positions

$WT $HUM $AMN

$924M

286 positions

#19Trust Point Inc.Active

Some overlap · 3 shared positions

$WT $HUM $NEE

$1.2B

521 positions

#20Financially in Tune, LLCActive

Some overlap · 3 shared positions

$WT $HUM $LEN

$116M

77 positions

#21Cassia Capital Partners, LLCActive

Some overlap · 3 shared positions

$WT $LEN $BAC

$194M

67 positions

#22Addison Advisors LLCPassive

Some overlap · 3 shared positions

$WT $HUM $BAC

$452M

980 positions

#23BFI Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$WT $LEN $AMN

$104M

75 positions

#24Main Street Financial Solutions, LLC

Some overlap · 5 shared positions

$WT $HUM $USB $BRZE $BAC

$1.3B

560 positions

#25Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$WT $LEN $HUM

$122M

348 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.