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 Cravens & Advisors,

13F Portfolio OverlapQ1 2026Cravens & Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cravens & Co Advisors, LLC is an institutional investor managing $154M across 64 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 Cravens & Advisors, are WEBSTERROGERS FINANCIAL ADVISORS,, Cornerstone Financial, Level Financial Advisors, with shared positions in $VLTO, $UPST, $USB, $LOW, $UNH, $AFRM. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$VLTO $UPST $USB $LOW

$350M

95 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$UPST $VLTO $USB $UNH

$109M

1,311 positions

#3Level Financial AdvisorsActive

Notable overlap · 4 shared positions

$UPST $VLTO $AFRM $GE

$392M

92 positions

#4Drum Hill Capital, LLCActive

Notable overlap · 4 shared positions

$UPST $USB $GE $PM

$109M

46 positions

#5O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$UPST $PM $GSK $OKE

$124M

55 positions

#6Arlington Partners LLCActive

Notable overlap · 5 shared positions

$UPST $SBUX $GSK $PM $NVO

$50M

62 positions

#7AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $LOW $UNH

$445M

77 positions

#8Wright Wealth LLCActive

Notable overlap · 3 shared positions

$UPST $WT $PM

$149M

51 positions

#9ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$UPST $GE $AFRM

$153M

46 positions

#10MAYPORT, LLCActive

Notable overlap · 3 shared positions

$UPST $AFRM $BA

$538M

130 positions

#11INSIGHT 2811, INC.Active

Notable overlap · 3 shared positions

$UPST $BA $WT

$239M

101 positions

#12PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$UPST $VRTX $GE $PM

$567M

75 positions

#13Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$UPST $UNH $AFRM

$434M

49 positions

#14Orgel Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UPST $AFRM $WT

$4.6B

95 positions

#15Sterling Investment Management, Inc.Passive

Notable overlap · 3 shared positions

$VLTO $GE $BA

$167M

65 positions

#16GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$UPST $AFRM $PM

$128M

42 positions

#17Whitcomb & Hess, Inc.Active

Notable overlap · 3 shared positions

$VLTO $UPST $USB

$429M

64 positions

#18Evergreen Advisors, LLCActive

Notable overlap · 5 shared positions

$VLTO $USB $SMBK $LOW $GE

$426M

168 positions

#19Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$UPST $USB $WT $UNH

$126M

67 positions

#20Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$UPST $AFRM $BA $SBUX

$333M

198 positions

#21Dynamic Wealth Strategies, LLCPassive

Notable overlap · 3 shared positions

$VLTO $USB $UPST

$173M

288 positions

#22Pacific Sage Partners, LLCActive

Notable overlap · 3 shared positions

$UPST $SBUX $BA

$636M

121 positions

#23Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$UPST $USB $WT

$236M

81 positions

#24MATHER GROUP, LLC.Active

Notable overlap · 5 shared positions

$VLTO $USB $WT $ABT $LOW

$10.0B

1,896 positions

#25Family CFO IncActive

Notable overlap · 3 shared positions

$VLTO $USB $AFRM

$223M

41 positions

Compare Cravens & Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cravens & Advisors,’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.