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Hedge Funds Similar to Cross Staff Investments

13F Portfolio OverlapQ3 2026Cross Staff Investments portfolio →
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Most similar hedge funds by 13F overlap

Cross Staff Investments Inc is an institutional investor managing $168M across 130 U.S. equity positions as of Q3 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 PERRYMAN FINANCIAL ADVISORY, guardian investment, FAIRVIEW INVESTMENT, with shared positions in $BX, $DE, $LNG, $COP, $PEP, $AMT. The full ranking of 25 similar funds is below.

#1PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 6 shared positions
$BX$DE$LNG$COP$PEP$AMT
$791M
190 positions
#2guardian investment managementActive
Some overlap · 5 shared positions
$BX$KKR$DHR$ITW$DE
$157M
60 positions
#3FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BX$LNG$AMT
$1.9B
205 positions
#4J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$COP$DE$TPL$NOC
$103M
102 positions
#5Spinecap SASActive
Some overlap · 4 shared positions
$BX$KKR$TDG$DHR
$335M
16 positions
#6National Philanthropic TrustActive
Some overlap · 4 shared positions
$BX$KKR$TDG$PEP
$6.9B
409 positions
#7Somerset Group LLCActive
Some overlap · 3 shared positions
$BX$LNG$PEP
$142M
58 positions
#8Trivant Custom Portfolio Group, LLCPassive
Some overlap · 5 shared positions
$LNG$DE$NOC$BKNG$AZO
$188M
82 positions
#9Q Global Advisors, LLCActive
Some overlap · 3 shared positions
$BX$KKR$TDG
$157M
48 positions
#10Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$BX$IBKR$BKNG
$161M
189 positions
#11MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 3 shared positions
$BX$COP$PEP
$167M
84 positions
#12Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$BX$KKR$PEP
$522M
206 positions
#13TORRAY LLCActive
Some overlap · 3 shared positions
$BX$KKR$PEP
$741M
91 positions
#14Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$COP$KKR$AZO
$228M
214 positions
#15Volterra Technologies LPPassive
Some overlap · 4 shared positions
$LNG$KKR$IBKR$PEP
$694M
303 positions
#16MOKAN Wealth Management Inc.Passive
Some overlap · 4 shared positions
$COP$DE$ITW$PEP
$262M
95 positions
#17FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$BX$COP$AMT$PEP
$5.3B
210 positions
#18Heard Capital LLCActive
Some overlap · 3 shared positions
$BX$TDG$AMT
$2.3B
21 positions
#19Coalescence Partners Investment Management, LPActive
Some overlap · 3 shared positions
$BX$TDG$DHR
$341M
12 positions
#20Partners Group Holding AGActive
Some overlap · 3 shared positions
$BX$KKR$AMT
$1.5B
52 positions
#21Archon Partners LLCActive
Some overlap · 3 shared positions
$BX$DE$TDG
$968M
37 positions
#22Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$COP$TPL$NOC
$126M
93 positions
#23Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$AMT$DHR
$154M
55 positions
#24Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$COP$BKNG$AZO
$194M
110 positions
#25SCP Investment, LPActive
Some overlap · 3 shared positions
$BX$LNG$COP
$108M
47 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.