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Hedge Funds Similar to Cross Staff Investments

13F Portfolio OverlapQ1 2026Cross Staff Investments portfolio →
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Most similar hedge funds by 13F overlap

Cross Staff Investments Inc is an institutional investor managing $197M across 128 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 Cross Staff Investments are Trivant Custom Portfolio Group,, Shelter Mutual Insurance, Gouws, with shared positions in $LNG, $DE, $NOC, $AZO, $BKNG, $IBM. The full ranking of 25 similar funds is below.

#1Trivant Custom Portfolio Group, LLCPassive
Some overlap · 5 shared positions
$LNG$DE$NOC$AZO$BKNG
$182M
82 positions
#2Shelter Mutual Insurance CoPassive
Some overlap · 6 shared positions
$DE$IBM$DHR$BKNG$ITW$STZ
$450M
58 positions
#3Gouws Capital LLCActive
Some overlap · 3 shared positions
$LNG$DE$DHR
$189M
58 positions
#4Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$LNG$IBKR$DHR$AZO
$373M
96 positions
#5FIRST MANHATTAN CO. LLC.Active
Some overlap · 5 shared positions
$KKR$TPL$DHR$AZO$BKNG
$36.1B
753 positions
#6PERRYMAN FINANCIAL ADVISORY INC /ADActive
Some overlap · 3 shared positions
$LNG$DE$AMT
$667M
175 positions
#7Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$LNG$KKR$STZ
$476M
94 positions
#8Douglass Winthrop Advisors, LLCActive
Some overlap · 4 shared positions
$DE$TPL$AMT$TDG
$5.5B
303 positions
#9Aldebaran Financial Inc.Passive
Slight overlap · 3 shared positions
$LNG$NOC$KKR
$105M
76 positions
#10William B. Walkup & Associates, Inc.Active
Slight overlap · 4 shared positions
$NOC$DE$IBM$AZO
$167M
163 positions
#11OPTIONS SOLUTIONS, LLCActive
Slight overlap · 5 shared positions
$KKR$DE$DHR$IBM$ITW
$186M
74 positions
#12Alaethes Wealth, LLCPassive
Slight overlap · 3 shared positions
$LNG$DE$TDG
$351M
124 positions
#13CORTLAND ASSOCIATES INC/MOActive
Slight overlap · 4 shared positions
$KKR$TPL$DHR$BKNG
$697M
62 positions
#14SECURED RETIREMENT ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$DE$IBM$YUM$ITW
$177M
130 positions
#15Integras Partners LLCPassive
Slight overlap · 3 shared positions
$LNG$ITW$IBM
$152M
69 positions
#16COTTONWOOD CAPITAL ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$DE$IBM$DHR$ITW
$142M
86 positions
#17guardian investment managementActive
Slight overlap · 4 shared positions
$KKR$DE$DHR$ITW
$127M
60 positions
#18OPINICUS CAPITAL, INC.Passive
Slight overlap · 3 shared positions
$DE$KKR$IBM
$142M
98 positions
#19Sage Investment Advisers LLCPassive
Slight overlap · 3 shared positions
$DE$KKR$IBM
$135M
89 positions
#20Capital Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$DE$NOC$IBM
$730M
147 positions
#21JPL Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$DE$NOC$IBM
$435M
1,554 positions
#22LRZ CAPITAL LLCActive
Slight overlap · 4 shared positions
$KKR$DHR$YUM$BKNG
$200M
16 positions
#23BROWN ADVISORY INCPassive
Slight overlap · 4 shared positions
$KKR$DHR$AZO$BKNG
$60.9B
1,393 positions
#24Epoch Investment Partners, Inc.Passive
Slight overlap · 4 shared positions
$TPL$IBM$YUM$BKNG
$16.5B
234 positions
#25Vivid Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$DE$NOC$TPL
$247M
66 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.