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 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

$193M

68 positions

#3Bull Oak Capital, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $PEP

$306M

39 positions

#4Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $IBIT $TMO

$830M

159 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

$142M

107 positions

#9Bigelow Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$IAU $ECL $TMO $MRVL $DE $PEP

$281M

154 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

$156M

79 positions

#13CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $ECL $PEP $DE

$357M

86 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

$193M

120 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

$187M

81 positions

#20LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $MRVL $ABT

$432M

104 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

157 positions

#23Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $TMO $DE

$178M

72 positions

#24CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $MRVL $NOC

$134M

64 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.