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Hedge Funds Similar to CRA Financial Services

13F Portfolio OverlapQ2 2026CRA Financial Services portfolio →
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Most similar hedge funds by 13F overlap

CRA Financial Services, LLC is an institutional investor managing $868M across 321 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 CRA Financial Services are Robinhood Asset, PRIMORIS WEALTH ADVISORS, CHAPIN DAVIS, with shared positions in $MRVL, $NEE, $CRWD, $DIS, $QCOM. The full ranking of 25 similar funds is below.

#1Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$MRVL$NEE$CRWD
$1.9B
83 positions
#2PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MRVL$NEE$CRWD
$219M
125 positions
#3CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$MRVL$NEE$DIS
$569M
256 positions
#4STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 3 shared positions
$MRVL$NEE$QCOM
$417M
213 positions
#5SFE Investment CounselPassive
Slight overlap · 3 shared positions
$MRVL$NEE$QCOM
$742M
152 positions
#6Goldstream Capital Management LtdActive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$132M
45 positions
#7Quantum Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$390M
171 positions
#8PEOPLES FINANCIAL SERVICES CORP.Passive
Slight overlap · 3 shared positions
$MRVL$NEE$QCOM
$231M
270 positions
#9First Washington CORPActive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$418M
51 positions
#10Green Alpha Advisors, LLCPassive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$149M
113 positions
#11Baker Avenue Asset Management, LPPassive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$5.3B
818 positions
#12Blue Zone Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$MRVL$NEE$CRWD
$573M
125 positions
#13NLB Skladi, upravljanje premozenja, d.o.o.Passive
Slight overlap · 4 shared positions
$MRVL$NEE$CRWD$QCOM
$2.6B
358 positions
#14Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Slight overlap · 3 shared positions
$MRVL$CRWD$DIS
$249M
151 positions
#1517 CAPITAL PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$222M
176 positions
#16TrueNorth, Inc.Passive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$1.6B
1,393 positions
#17Daner Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MRVL$CRWD$NEE
$184M
96 positions
#18RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Slight overlap · 4 shared positions
$MRVL$NEE$CRWD$QCOM
$794M
188 positions
#19TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Slight overlap · 4 shared positions
$MRVL$NEE$DIS$QCOM
$7.6B
557 positions
#20Parisi Gray Wealth ManagementPassive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$487M
155 positions
#21FIRST NATIONAL BANK OF OMAHAPassive
Slight overlap · 3 shared positions
$MRVL$NEE$DIS
$3.5B
505 positions
#22Capital Markets Trading UK LLPActive
Slight overlap · 3 shared positions
$MRVL$CRWD$QCOM
$10.4B
351 positions
#23Truvestments Capital LLCPassive
Slight overlap · 3 shared positions
$MRVL$NEE$QCOM
$673M
1,150 positions
#24Stonebridge Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$MRVL$DIS$QCOM
$1.6B
215 positions
#25First Pacific FinancialPassive
Slight overlap · 3 shared positions
$MRVL$NEE$CRWD
$839M
510 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.