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 Crawford Fund ,

13F Portfolio OverlapQ1 2026Crawford Fund , portfolio →

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Most similar hedge funds by 13F overlap

Crawford Fund Management, LLC is an institutional investor managing $520M across 183 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 Crawford Fund , are Consolidated Planning, Strategic Family Wealth Counselors, L.L.C., Carmel Partners,, with shared positions in $WT, $BAH, $NXST, $PM, $UBER, $LNG. The full ranking of 25 similar funds is below.

#1Consolidated Planning CorpActive

Notable overlap · 4 shared positions

$WT $BAH $NXST $PM

$617M

144 positions

#2Strategic Family Wealth Counselors, L.L.C.Passive

Notable overlap · 3 shared positions

$WT $UBER $BAH

$381M

163 positions

#3Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $BAH $UBER

$277M

118 positions

#4Sidoxia Capital Management, LLCPassive

Notable overlap · 4 shared positions

$LNG $UTHR $KNSL $ABNB

$116M

83 positions

#5Westbourne Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$UBER $TOST $BAH $PM

$343M

115 positions

#6Provident Co of the Employees of the Hebrew University LTDPassive

Some overlap · 3 shared positions

$WT $UBER $ABNB

$63M

26 positions

#7Centennial Wealth Advisory LLCPassive

Some overlap · 3 shared positions

$BAH $WT $PM

$413M

160 positions

#8Virtus Family Office LLCPassive

Some overlap · 3 shared positions

$WT $UTHR $CROX

$117M

73 positions

#9Hobbs Group Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $ABNB $LNG

$334M

160 positions

#10Wingate Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$WT $BAH $PM

$187M

121 positions

#11Vigil Wealth Management, LLCActive

Some overlap · 4 shared positions

$BAH $UBER $PM $WT

$124M

75 positions

#12HAMILTON LANE ADVISORS LLCActive

Some overlap · 3 shared positions

$TOST $ABNB $COUR

$140M

20 positions

#13REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $LNG $UBER

$697M

218 positions

#14Strong Retirement Solutions LLCPassive

Some overlap · 3 shared positions

$CHE $ABNB $UBER

$143M

86 positions

#15Founders Financial Alliance, LLCPassive

Some overlap · 3 shared positions

$WT $BAH $PM

$555M

735 positions

#16Financial Security Advisor, Inc.Active

Some overlap · 3 shared positions

$WT $BAH $PM

$544M

160 positions

#17Knoll Capital Management, LLCActive

Some overlap · 4 shared positions

$SA $PM $RGLD $BAH

$180M

37 positions

#18ATWOOD & PALMER INCPassive

Some overlap · 4 shared positions

$UTHR $CDW $UBER $HLI

$1.8B

531 positions

#19626 Financial, LLCActive

Some overlap · 3 shared positions

$WT $UBER $LNG

$224M

121 positions

#20Strait & Sound Wealth Management LLCPassive

Some overlap · 3 shared positions

$ABNB $SA $WT

$269M

172 positions

#21Retirement Planning Group, LLCActive

Some overlap · 3 shared positions

$WT $PM $BAH

$3.2B

481 positions

#22Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$WT $ABNB $UBER

$215M

74 positions

#23One Wealth Map LLCPassive

Some overlap · 3 shared positions

$WT $ABNB $UBER

$213M

103 positions

#24Skyline Advisors, Inc.Passive

Some overlap · 3 shared positions

$BAH $WT $PM

$287M

120 positions

#25Friedenthal FinancialPassive

Some overlap · 3 shared positions

$WT $ROKU $RGLD

$199M

244 positions

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View Crawford Fund ,’s holdings

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.