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 Crane Advisory,

13F Portfolio OverlapQ1 2026Crane Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Crane Advisory, LLC is an institutional investor managing $668M across 52 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 Crane Advisory, are Bulwark, LeClair Wealth Partners, Blue Water Asset, with shared positions in $OKE, $HUM, $PSLV, $AON, $BA, $IBM. The full ranking of 25 similar funds is below.

#1Bulwark Capital CorpActive

Substantial overlap · 3 shared positions

$OKE $HUM $PSLV

$162M

100 positions

#2LeClair Wealth Partners LLCPassive

Notable overlap · 3 shared positions

$OKE $AON $BA

$289M

103 positions

#3Blue Water Asset ManagementActive

Notable overlap · 3 shared positions

$OKE $AON $BA

$289M

103 positions

#4Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $OKE $IBM

$114M

45 positions

#5Live Oak Investment PartnersPassive

Some overlap · 3 shared positions

$OKE $DIS $HSY

$169M

93 positions

#6Blackston Financial Advisory Group, LLCActive

Some overlap · 3 shared positions

$HUM $OKE $HSY

$160M

106 positions

#7CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$HUM $BA $DIS $IBM

$184M

66 positions

#8M3 Wealth Management, LLCPassive

Some overlap · 3 shared positions

$HUM $O $DIS

$130M

35 positions

#9Wheelhouse Advisory Group LLCActive

Some overlap · 3 shared positions

$HUM $BA $HSY

$302M

51 positions

#10STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$HUM $DIS $HSY

$547M

180 positions

#11Hubbell Strickland Wealth Management, LLCActive

Some overlap · 3 shared positions

$HUM $IBM $FBTC

$251M

83 positions

#12McClarren Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$HUM $DIS $HSY

$169M

79 positions

#13IAG Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$OKE $HUM $BA

$896M

509 positions

#14Acorn Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$HUM $OKE $IBM

$343M

264 positions

#15Bigelow Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$HUM $DIS $HSY

$250M

153 positions

#16Miramar Capital, LLCPassive

Some overlap · 3 shared positions

$OKE $HUM $HSY

$449M

56 positions

#17SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$HUM $OKE $BA

$274M

131 positions

#18Fort Sheridan Advisors LLCPassive

Some overlap · 3 shared positions

$OKE $HUM $BA

$828M

282 positions

#19Nicholson Meyer Capital Management, Inc.Active

Some overlap · 3 shared positions

$HUM $OKE $IBM

$130M

43 positions

#20Junk Investment Group, LLCPassive

Some overlap · 3 shared positions

$HUM $HSY $IBM

$191M

88 positions

#21Smallwood Wealth Investment Management, LLCActive

Some overlap · 3 shared positions

$OKE $DIS $IBM

$190M

527 positions

#22Raab & Moskowitz Asset Management LLCPassive

Some overlap · 3 shared positions

$HUM $OKE $BA

$450M

187 positions

#23Aspen Grove Capital, LLCPassive

Some overlap · 3 shared positions

$HUM $PSLV $IBM

$514M

200 positions

#24Thayer Partners, LLC / MAActive

Some overlap · 3 shared positions

$OKE $HUM $DIS

$210M

94 positions

#25WFA of San Diego, LLCPassive

Some overlap · 3 shared positions

$HUM $O $IBM

$125M

404 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.