What hedge funds are most similar to CROBAN?

The funds with the most similar 13F portfolios to CROBAN are Harrison Street Private Wealth, EDGAR LOMAX, Paradiem, based on overlapping conviction holdings in the latest SEC filings.

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 CROBAN

13F Portfolio OverlapQ2 2026CROBAN portfolio →

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Most similar hedge funds by 13F overlap

CROBAN is an institutional investor managing $227M across 81 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 CROBAN are Harrison Street Private Wealth, EDGAR LOMAX, Paradiem, with shared positions in $ATO, $NEE, $UNP, $AEE, $XEL, $GD. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Notable overlap · 5 shared positions

$ATO $NEE $UNP $AEE $XEL

$73M

21 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$GD $NEE $DUK $UNP $LMT $AMGN

$1.3B

58 positions

#3Paradiem, LLCPassive

Notable overlap · 5 shared positions

$GD $ATO $NEE $LMT $ORI

$464M

68 positions

#4HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMGN $NEE $UNP $DUK

$410M

53 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$GD $AMGN $DUK $LMT

$214M

33 positions

#6STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$GD $NEE $AMGN $UNP $NOC

$589M

181 positions

#7Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$GD $NEE $AMGN $ELV $LMT $ORI

$111M

62 positions

#8Kesler, Norman & Wride, LLCPassive

Notable overlap · 6 shared positions

$KR $GD $AMGN $UNP $NEE $LMT

$631M

271 positions

#9Bruce & Co., Inc.Active

Notable overlap · 4 shared positions

$NEE $DUK $XEL $BG

$369M

41 positions

#10SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 5 shared positions

$GD $AMGN $UNP $LMT $NEE

$2.0B

194 positions

#11Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$GD $UNP $KR $LMT

$455M

57 positions

#12OPUS INVESTMENT MANAGEMENT INCSmart money

Notable overlap · 4 shared positions

$NEE $AMGN $XEL $LMT

$183M

31 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$GD $DUK $UNP $LMT

$233M

122 positions

#14BCWM, LLCPassive

Notable overlap · 4 shared positions

$UNP $NOC $DUK $LMT

$342M

57 positions

#15Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$NEE $DUK $LMT $AEE $UNP

$1.3B

54 positions

#16Martin Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$GD $AMGN $UNP

$279M

73 positions

#17First PREMIER BankPassive

Notable overlap · 4 shared positions

$UNP $DUK $XEL $AMGN

$621M

388 positions

#18First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 4 shared positions

$NEE $UNP $AMGN $LMT

$529M

75 positions

#19Principal Street Partners, LLCPassive

Notable overlap · 6 shared positions

$BG $AMGN $PAG $XEL $DUK $LMT

$683M

277 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$AMGN $NEE $MTB $LMT

$1.2B

100 positions

#21O'Brien Greene & Co. IncPassive

Notable overlap · 3 shared positions

$AMGN $UNP $NEE

$362M

141 positions

#22apricus wealth, LLCPassive

Notable overlap · 4 shared positions

$BG $AMGN $KR $DUK

$222M

128 positions

#23Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$DUK $NEE $XEL $ATO $AEE $IDA

$6.4B

88 positions

#24Constitution Capital LLCActive

Some overlap · 3 shared positions

$NEE $UNP $DUK

$215M

62 positions

#25Cypress Capital, LLCActive

Some overlap · 4 shared positions

$UNP $AMGN $KR $LMT

$377M

117 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.