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Hedge Funds Similar to Cranbrook Wealth

13F Portfolio OverlapQ2 2026Cranbrook Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cranbrook Wealth Management, LLC is an institutional investor managing $534M across 406 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 Cranbrook Wealth are ACORN FINANCIAL ADVISORY SERVICES, Upper Left Wealth, Bull Oak, with shared positions in $IAU, $IBIT, $MRVL, $DE, $PEP, $TMO. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$IBIT$MRVL
$753M
223 positions
#2Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$DE
$180M
73 positions
#3Bull Oak Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$IBIT$PEP
$300M
40 positions
#4Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$IBIT$TMO
$829M
163 positions
#5Midwest Capital Advisors, LLCActive
Notable overlap · 7 shared positions
$IAU$SYK$DTB$MRVL$DTM$DE
$246M
210 positions
#6Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 5 shared positions
$IAU$SYK$ABT$STE$PEP
$84M
36 positions
#7VCI Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$ABT
$399M
99 positions
#8TENET WEALTH PARTNERS, LLCActive
Notable overlap · 5 shared positions
$IAU$IBIT$DE$SO$PEP
$134M
101 positions
#9Bigelow Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$IAU$ECL$TMO$MRVL$DE$PEP
$276M
157 positions
#10ROGCO, LPActive
Notable overlap · 4 shared positions
$IAU$MRVL$SO$PEP
$327M
224 positions
#11Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$ABT
$497M
120 positions
#12ATX Financial Planning, LLCActive
Notable overlap · 3 shared positions
$IAU$ABT$IBIT
$151M
83 positions
#13CPA Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$ECL$PEP$DE
$347M
97 positions
#14Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$IAU$DE$ABT$PEP
$368M
123 positions
#15EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$MRVL$DE
$194M
119 positions
#16PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$IAU$VMC$DE
$2.8B
186 positions
#17Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$TMO
$249M
85 positions
#18Biltmore Family Office, LLCActive
Notable overlap · 4 shared positions
$IAU$ABT$PEP$SO
$761M
333 positions
#19Farrell Financial LLCActive
Notable overlap · 3 shared positions
$IAU$MRVL$PEP
$185M
83 positions
#20LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 3 shared positions
$IAU$MRVL$ABT
$426M
99 positions
#21Interactive Financial AdvisorsActive
Notable overlap · 3 shared positions
$IAU$DTB$SO
$164M
74 positions
#22FORBES J M & CO LLPActive
Notable overlap · 4 shared positions
$IAU$ABT$ECL$PEP
$1.3B
159 positions
#23Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$TMO$DE
$181M
70 positions
#24CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$MRVL$NOC
$130M
55 positions
#25CAPE ANN SAVINGS BANKActive
Notable overlap · 3 shared positions
$IAU$DE$PEP
$212M
113 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.