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 OverlapQ2 2026CRUX WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CRUX WEALTH ADVISORS is an institutional investor managing $289M across 192 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 CRUX WEALTH ADVISORS are Keystone Financial Services, Tranquilli Financial Advisor, Independence Wealth Advisors, with shared positions in $SCHW, $BKNG, $PM, $ADI, $ELV, $WFC. The full ranking of 25 similar funds is below.

#1Keystone Financial ServicesActive

Substantial overlap · 18 shared positions

$SCHW $BKNG $PM $ADI $ELV $WFC

$388M

131 positions

#2Tranquilli Financial Advisor LLCPassive

Substantial overlap · 17 shared positions

$SCHW $BKNG $PM $ELV $ADI $WFC

$186M

135 positions

#3Independence Wealth Advisors, LLCActive

Substantial overlap · 17 shared positions

$SCHW $BKNG $PM $ELV $ADI $IQV

$199M

85 positions

#4FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 16 shared positions

$BKNG $PM $SCHW $ADI $WFC $GD

$355M

257 positions

#5Oregon Pacific Wealth Management, LLCActive

Notable overlap · 15 shared positions

$SCHW $BKNG $PM $ELV $IQV $MUFG

$107M

115 positions

#6ProVise Management Group, LLCPassive

Notable overlap · 16 shared positions

$PM $SCHW $BKNG $ADI $WFC $GD

$1.5B

282 positions

#7SPWM Advisors LLCActive

Notable overlap · 16 shared positions

$SCHW $BKNG $PM $ELV $IQV $WFC

$108M

90 positions

#8Voya Financial Advisors, Inc.Smart money

Notable overlap · 17 shared positions

$PM $SCHW $BKNG $ELV $IQV $WFC

$1.1B

208 positions

#9Meriwether Wealth & Planning, LLCActive

Notable overlap · 14 shared positions

$BKNG $SCHW $ELV $GD $ADI $COP

$202M

122 positions

#10TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 11 shared positions

$SCHW $BKNG $PM $ELV $IQV $WFC

$143M

104 positions

#11CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 12 shared positions

$PM $ADI $SCHW $WFC $GD $NVS

$827M

181 positions

#12Unique Wealth Strategies, LLCPassive

Notable overlap · 13 shared positions

$BKNG $GD $PM $ADI $BNY $ELV

$275M

223 positions

#13One Wealth Map LLCActive

Notable overlap · 8 shared positions

$SCHW $BKNG $ELV $IQV $ICE $SYK

$220M

106 positions

#14Trajan Wealth LLCActive

Notable overlap · 7 shared positions

$BKNG $PM $ELV $IQV $GD $SCHW

$2.6B

152 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$PM $GD $NVS $COP $BDX $MDT

$10.2B

208 positions

#16Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 13 shared positions

$PM $BKNG $SCHW $NVS $BNY $ADI

$637M

125 positions

#17First Eagle Investment Management, LLCActive

Notable overlap · 7 shared positions

$PM $BKNG $ELV $BNY $BDX $MDT

$59.9B

424 positions

#18Patriot Financial Group Insurance Agency, LLCPassive

Notable overlap · 9 shared positions

$PM $BKNG $WFC $SCHW $COP $BDX

$974M

491 positions

#19HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$SCHW $ELV $IQV $WFC $ICE $COP

$75.4B

162 positions

#20KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$SCHW $PM $COP $MDT $UL $MCK

$192M

89 positions

#21Peoples Bank/KSPassive

Some overlap · 7 shared positions

$ADI $ELV $WFC $GD $NVS $BNY

$103M

98 positions

#22Avise Financial Cooperative, Inc.Passive

Some overlap · 5 shared positions

$MUFG $SCHW $ELV $BNY $MCK

$141M

114 positions

#23Investment Research & Advisory Group, Inc.Active

Some overlap · 5 shared positions

$SCHW $PM $BKNG $IQV $GD

$324M

314 positions

#24Van Diest Capital, LLCPassive

Some overlap · 7 shared positions

$SCHW $BKNG $PM $WFC $ELV $ADI

$112M

176 positions

#25DODGE & COXActive

Some overlap · 5 shared positions

$SCHW $BKNG $WFC $BNY $CCZ

$191.0B

222 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.