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Hedge Funds Similar to Crusonia Wealth Advisors

13F Portfolio OverlapQ1 2026Crusonia Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Crusonia Wealth Advisors LLC is an institutional investor managing $485M across 194 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 Crusonia Wealth Advisors are Divergent Planning,, GENESIS PRIVATE WEALTH,, L2 Asset ,, with shared positions in $DDOG, $JHG, $USB, $LMT, $OKE, $DELL. The full ranking of 25 similar funds is below.

#1Divergent Planning, LLC
Some overlap · 4 shared positions
$DDOG$JHG$USB$LMT
$392M
36 positions
#2GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$DDOG$JHG$OKE
$318M
182 positions
#3L2 Asset Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$JHG$DELL
$1.1B
397 positions
#4Envision Financial LLCActive
Some overlap · 3 shared positions
$DDOG$USB$FND
$186M
46 positions
#5Lexington Hill Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$USB$LMT
$177M
78 positions
#6Acumen Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DDOG$OKE$USB
$372M
439 positions
#7CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DDOG$LMT$OKE
$157M
130 positions
#8Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$DDOG$DELL$OKE
$337M
50 positions
#9Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$OKE$USB
$1.5B
686 positions
#10Facet Wealth, Inc.Active
Some overlap · 3 shared positions
$DDOG$USB$JHG
$5.8B
349 positions
#11TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DDOG$JHG$USB
$307M
76 positions
#12EVERGREEN CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$JHG$DDOG$USB$DELL$OKE
$4.6B
1,506 positions
#13Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$DDOG$JHG$OKE
$1.2B
262 positions
#14ARVEST INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$FND$JHG$USB$OKE
$733M
199 positions
#15Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$DDOG$USB$LMT
$109M
1,311 positions
#16CHRISTINE MESSMER PCActive
Some overlap · 3 shared positions
$DDOG$LMT$OKE
$156M
80 positions
#17Brucke Financial, Inc.Passive
Some overlap · 4 shared positions
$JHG$DDOG$USB$LMT
$197M
166 positions
#18PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$FND$JHG$USB
$395M
164 positions
#19Petix & Botte CoPassive
Some overlap · 3 shared positions
$FND$JHG$USB
$449M
137 positions
#20RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$DDOG$USB$OKE
$170M
87 positions
#21Carrera Capital AdvisorsActive
Some overlap · 3 shared positions
$FND$JHG$SUI
$649M
188 positions
#22Financial Enhancement Group LLCPassive
Slight overlap · 3 shared positions
$FND$JHG$USB
$807M
135 positions
#23CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$JHG$OKE$DDOG
$648M
134 positions
#24Chicago Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$FND$USB$SUI
$251M
59 positions
#25NewEdge Advisors, LLCPassive
Slight overlap · 4 shared positions
$DDOG$OKE$USB$FND
$2.2B
1,217 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.