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Hedge Funds Similar to Crane Advisory

13F Portfolio OverlapQ2 2026Crane Advisory portfolio →
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Most similar hedge funds by 13F overlap

Crane Advisory, LLC is an institutional investor managing $697M across 55 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Crane Advisory are KWMG, Cohen Investment Advisors, Signature Wealth Group, with shared positions in $EIX, $AON, $BA, $O, $DIS, $HSY. The full ranking of 14 similar funds is below.

#1KWMG, LLCPassive
Some overlap · 3 shared positions
$EIX$AON$BA
$1.4B
153 positions
#2Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$O$BA$DIS
$223M
81 positions
#3Signature Wealth Management Group
Slight overlap · 3 shared positions
$O$BA$HSY
$263M
128 positions
#4SCHARF INVESTMENTS, LLCActive
Slight overlap · 3 shared positions
$AON$DIS$HSY
$3.0B
79 positions
#5VIKING GLOBAL INVESTORS LPActive
Slight overlap · 3 shared positions
$AON$BA$DIS
$35.1B
90 positions
#6Live Oak Private Wealth LLCPassive
Slight overlap · 3 shared positions
$AON$BA$DIS
$800M
211 positions
#7HC Advisors, LLCActive
Slight overlap · 3 shared positions
$AON$BA$PSLV
$165M
62 positions
#8Constant Guidance Financial LLCActive
Slight overlap · 3 shared positions
$EIX$DIS$O
$159M
67 positions
#9Hillman Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$BA$DIS$HSY
$138M
54 positions
#10Tarbox Group, Inc.Smart money
Slight overlap · 3 shared positions
$BA$O$HSY
$698M
96 positions
#11Tempus Wealth Planning, LLCPassive
Slight overlap · 3 shared positions
$BA$O$HSY
$511M
282 positions
#12Redwood Family Wealth LLCPassive
Slight overlap · 3 shared positions
$DIS$BA$AON
$114M
110 positions
#13ADE, LLCActive
Slight overlap · 3 shared positions
$HSY$PSLV$BA
$237M
93 positions
#14CHECK CAPITAL MANAGEMENT INC/CASmart money
Slight overlap · 3 shared positions
$DIS$HSY$BA
$3.8B
53 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.