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 CRUX WEALTH ADVISORS

13F Portfolio OverlapQ1 2026CRUX WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CRUX WEALTH ADVISORS is an institutional investor managing $261M across 181 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 CRUX WEALTH ADVISORS are SPWM Advisors, ProVise Group,, FSB PREMIER WEALTH ,, with shared positions in $SCHW, $AMAT, $PM, $BKNG, $ADI, $COP. The full ranking of 25 similar funds is below.

#1SPWM Advisors LLCPassive

Notable overlap · 15 shared positions

$SCHW $AMAT $PM $BKNG $ADI $COP

$115M

93 positions

#2ProVise Management Group, LLCPassive

Notable overlap · 15 shared positions

$AMAT $PM $SCHW $BKNG $COP $ADI

$1.4B

261 positions

#3FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 13 shared positions

$SCHW $PM $AMAT $BKNG $COP $ADI

$319M

251 positions

#4TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 11 shared positions

$BDX $SCHW $AMAT $PM $BKNG $COP

$132M

96 positions

#5Tranquilli Financial Advisor LLCPassive

Notable overlap · 12 shared positions

$SCHW $BKNG $PM $COP $AMAT $WFC

$171M

132 positions

#6Meriwether Wealth & Planning, LLCActive

Notable overlap · 12 shared positions

$BKNG $SCHW $AMAT $COP $BDX $GD

$183M

126 positions

#7CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 11 shared positions

$PM $SCHW $COP $ADI $BKNG $WFC

$758M

179 positions

#8Van Diest Capital, LLCPassive

Notable overlap · 10 shared positions

$SCHW $AMAT $PM $BKNG $WFC $BDX

$127M

190 positions

#9Oregon Pacific Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$WT $SCHW $BKNG $AMAT $PM $IQV

$96M

105 positions

#10WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$BDX $WT $AMAT

$219M

78 positions

#11McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$WT $AMAT $SCHW $ADI $SYK $IQV

$885M

121 positions

#12HF Advisory Group, LLCPassive

Notable overlap · 7 shared positions

$WT $SCHW $PM $BKNG $COP $AMAT

$293M

166 positions

#13Voya Financial Advisors, Inc.Active

Notable overlap · 15 shared positions

$SCHW $PM $AMAT $WFC $BKNG $IQV

$1.0B

209 positions

#14Carolina Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$BDX $PM $CCZ $MDT

$240M

278 positions

#15Good Harbor Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $BDX $COP $HUM $ELV

$92M

82 positions

#16Trajan Wealth LLCActive

Notable overlap · 8 shared positions

$WT $BKNG $PM $IQV $ELV $GD

$2.5B

150 positions

#17One Wealth Map LLCPassive

Some overlap · 7 shared positions

$WT $SCHW $AMAT $IQV $BKNG $ELV

$213M

103 positions

#18ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$WT $AMAT $COP $SYK $SCHW

$228M

90 positions

#19FIDELIS iM, LLCSmart money

Some overlap · 4 shared positions

$WT $SCHW $COP $HUM

$264M

25 positions

#20Neumann Capital Management, LLCActive

Some overlap · 5 shared positions

$WT $SCHW $NOW $MUFG $WFC

$340M

102 positions

#21Laurel Wealth Planning LLCActive

Some overlap · 3 shared positions

$WT $NOW $MUFG

$190M

59 positions

#22JDM Financial Group LLCActive

Some overlap · 3 shared positions

$BDX $SCHW $HUM

$259M

318 positions

#23WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $SCHW $COP $HUM

$508M

107 positions

#24BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$WT $SCHW $COP $HUM $NOW

$129M

217 positions

#25Transcendent Capital Group LLCPassive

Some overlap · 4 shared positions

$WT $SCHW $COP $AMAT

$219M

112 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.