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 CrossGen Wealth,

13F Portfolio OverlapQ1 2026CrossGen Wealth, portfolio →

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Most similar hedge funds by 13F overlap

CrossGen Wealth, LLC is an institutional investor managing $114M across 200 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 CrossGen Wealth, are Clear Trail Advisors,, Winthrop Partners - WNY,, Comprehensive Financial Consultants Institutional,, with shared positions in $ETN, $MPC, $MSI, $CME, $CB, $JCI. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $MSI $CME $CB $JCI

$601M

149 positions

#2Winthrop Partners - WNY, LLCPassive

Notable overlap · 9 shared positions

$ETN $CB $MSI $CME $MPC $JCI

$188M

87 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 8 shared positions

$MPC $ETN $CB $JCI $CME $APD

$337M

193 positions

#4Wealth Intelligence, LLCActive

Notable overlap · 9 shared positions

$MPC $ETN $JCI $CME $CB $UNP

$208M

58 positions

#5HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 10 shared positions

$ETN $MSI $MPC $CME $CB $JCI

$419M

144 positions

#6Phoenix Wealth AdvisorsActive

Notable overlap · 8 shared positions

$ETN $MPC $CME $MSI $CB $JCI

$253M

126 positions

#7Scissortail Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$MPC $JCI $CB $CME $ETN $MSI

$498M

115 positions

#8Tulsa Wealth Advisors, INCActive

Notable overlap · 12 shared positions

$ETN $MSI $MPC $CME $CB $JCI

$570M

150 positions

#9Bowman & Co S.C.

Notable overlap · 11 shared positions

$MSI $ETN $CB $CME $MPC $JCI

$237M

118 positions

#10Nemes Rush Group LLCPassive

Notable overlap · 8 shared positions

$CB $ETN $MSI $CME $JCI $UNP

$1.1B

944 positions

#11Invera Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$TJX $JCI $ETN $MPC $CB $CME

$156M

98 positions

#12Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 9 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$224M

71 positions

#13Cambridge Financial Group, Inc.Active

Notable overlap · 3 shared positions

$VLO $ETN $TJX

$267M

33 positions

#14Heritage Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$VLO $CB $ETN $MPC $JCI

$202M

157 positions

#15Core Alternative CapitalPassive

Notable overlap · 6 shared positions

$TJX $CB $CME $APD $MDT $O

$339M

205 positions

#16EagleClaw Capital Managment, LLCActive

Some overlap · 5 shared positions

$ETN $APD $CME $TJX $UNP

$714M

145 positions

#17Brentview Investment Management LLCPassive

Some overlap · 6 shared positions

$UNP $TJX $CME $MDT $O $TT

$231M

63 positions

#18CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$UNP $CME $CB $TJX $MDT

$2.2B

145 positions

#19Cherokee Insurance CoPassive

Some overlap · 4 shared positions

$MPC $UNP $VLO $PSX

$263M

121 positions

#20Compass Wealth Management LLCPassive

Some overlap · 6 shared positions

$APD $TJX $CB $MDT $DHR $PSX

$405M

75 positions

#21CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 6 shared positions

$ETN $JCI $MDT $UNP $O $TT

$758M

179 positions

#22TMB Capital Partners, LLCPassive

Some overlap · 7 shared positions

$MSI $ETN $MPC $JCI $CME $CB

$297M

176 positions

#23CINCINNATI FINANCIAL CORPActive

Some overlap · 4 shared positions

$VLO $TJX $CME $APD

$5.0B

55 positions

#24Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$ETN $UNP $TJX $DHR $TT

$100M

54 positions

#25Capital Wealth Planning, LLCActive

Some overlap · 4 shared positions

$MPC $TJX $CME $MDT

$18.1B

151 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.