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Hedge Funds Similar to Cravens & Advisors

13F Portfolio OverlapQ3 2026Cravens & Advisors portfolio →
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Most similar hedge funds by 13F overlap

Cravens & Co Advisors, LLC is an institutional investor managing $147M across 61 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cravens & Advisors are LOOMIS SAYLES & L P, Bulltick Wealth, InvesTrust, with shared positions in $VRTX, $BA, $CRM, $SBUX, $NVO, $DIS. The full ranking of 25 similar funds is below.

#1LOOMIS SAYLES & CO L PActive
Notable overlap · 8 shared positions
$VRTX$BA$CRM$SBUX$NVO$DIS
$79.8B
707 positions
#2Bulltick Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$SAP$CRM$BX$NVO$NET$SBUX
$490M
134 positions
#3InvesTrustPassive
Notable overlap · 6 shared positions
$PM$USB$SBUX$DIS$BA$GSK
$247M
91 positions
#4Stamos Capital Partners, L.P.Passive
Notable overlap · 7 shared positions
$NVO$UNP$CRM$BA$BX$DIS
$653M
140 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$PM$UNP$BX$LOW$DIS
$529M
75 positions
#6Hillman Capital Management, Inc.Passive
Some overlap · 6 shared positions
$USB$CRM$BA$CCZ$DIS$GSK
$138M
54 positions
#7Capital World InvestorsActive
Some overlap · 6 shared positions
$PM$VRTX$SBUX$BA$UNP$NET
$846.4B
637 positions
#8Capital International SarlActive
Some overlap · 7 shared positions
$PM$VRTX$APH$SBUX$NET$SHOP
$7.1B
287 positions
#9Perpetual LtdPassive
Some overlap · 4 shared positions
$ATO$PM$UNP$MELI
$6.6B
391 positions
#10Dash Acquisitions Inc.Active
Some overlap · 4 shared positions
$PM$SAP$CRM$SHOP
$494M
72 positions
#11Capital Research Global InvestorsActive
Some overlap · 6 shared positions
$PM$SBUX$VRTX$APH$UNP$MELI
$716.9B
426 positions
#12Hixon Zuercher, LLCPassive
Some overlap · 6 shared positions
$UNP$APH$LOW$SBUX$CRM$DIS
$347M
92 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$UNP$SBUX$CCZ
$1.3B
58 positions
#14JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$BA$VRTX$PM$DIS$CRM$SBUX
$140M
170 positions
#15Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$PM$USB$SBUX$LOW
$334M
127 positions
#16Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$SAP$UNP$APH$LOW$DIS
$1.1B
57 positions
#17Partners Group Holding AGActive
Some overlap · 4 shared positions
$ATO$BX$UNP$TRP
$1.5B
52 positions
#18Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$USB$SBUX$CCZ$DIS$BX$PM
$158M
78 positions
#19R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$USB$PM$UNP
$133M
47 positions
#20Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BX$SBUX$BA$CRM$DIS
$233M
81 positions
#21MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$USB$SBUX$LOW$CCZ
$1.2B
100 positions
#22Sculati Wealth Management, LLCPassive
Some overlap · 6 shared positions
$BX$LOW$BA$CRM$DIS$VRTX
$306M
120 positions
#23Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$PM$SBUX$BA$CRM$SHOP
$337M
333 positions
#24Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PM$UNP$SBUX$USB
$856M
89 positions
#25Koa Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$BX$LOW$VRTX
$154M
55 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.