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 CrossGen Wealth

13F Portfolio OverlapQ2 2026CrossGen Wealth portfolio →

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Most similar hedge funds by 13F overlap

CrossGen Wealth, LLC is an institutional investor managing $129M across 214 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 CrossGen Wealth are Scissortail Wealth, Keyes, Stange & Wooten Wealth, Winthrop Partners - WNY, with shared positions in $MPC, $ETN, $UNP, $CB, $APD, $JCI. The full ranking of 25 similar funds is below.

#1Scissortail Wealth Management, LLCPassive

Substantial overlap · 10 shared positions

$MPC $ETN $UNP $CB $APD $JCI

$520M

106 positions

#2Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 9 shared positions

$MPC $ETN $CB $JCI $MSI $UNP

$251M

74 positions

#3Winthrop Partners - WNY, LLCPassive

Notable overlap · 8 shared positions

$ETN $CB $MPC $JCI $UNP $MSI

$202M

87 positions

#4Phoenix Wealth AdvisorsActive

Notable overlap · 8 shared positions

$ETN $MPC $CB $JCI $MSI $UNP

$297M

129 positions

#5Tulsa Wealth Advisors, INCActive

Notable overlap · 11 shared positions

$ETN $MPC $MSI $CB $JCI $CME

$710M

166 positions

#6Clear Trail Advisors, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $MSI $CME $CB $JCI

$655M

161 positions

#7Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $CB $UNP $APD

$378M

205 positions

#8HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 10 shared positions

$ETN $MSI $MPC $JCI $CB $CME

$461M

144 positions

#9Wealth Intelligence, LLCActive

Notable overlap · 9 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$215M

59 positions

#10Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ETN $VLO $TJX $APD $UNP $CME

$170M

61 positions

#11Nemes Rush Group LLCPassive

Notable overlap · 8 shared positions

$ETN $MSI $CB $CME $JCI $UNP

$1.2B

954 positions

#12CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 8 shared positions

$MPC $JCI $ETN $CB $UNP $APD

$1.0B

300 positions

#13TMB Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$ETN $MSI $MPC $JCI $CB $O

$321M

177 positions

#14Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$TJX $JCI $ETN $MPC $CB $TT

$186M

132 positions

#15Schuylkill Financial LLCActive

Notable overlap · 4 shared positions

$ETN $UNP $TJX $APD

$108M

66 positions

#16Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$ETN $TJX $MSI $MDT $APD

$339M

49 positions

#17Michael Brady & Co., LLCActive

Notable overlap · 4 shared positions

$ETN $UNP $TJX $TT

$113M

58 positions

#18Cambridge Financial Group, Inc.Active

Notable overlap · 3 shared positions

$ETN $VLO $TJX

$287M

33 positions

#19Raub Brock Capital Management LPActive

Notable overlap · 3 shared positions

$ETN $TJX $MSI

$363M

45 positions

#20Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$UNP $TJX $CME $O $TT

$253M

63 positions

#21Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$VLO $UNP $CB $TJX

$236M

52 positions

#22Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$VLO $MPC $PSX

$214M

21 positions

#23M3 Wealth Management, LLCActive

Notable overlap · 3 shared positions

$VLO $ETN $O

$154M

35 positions

#24Legacy Advisory Services, LLCActive

Some overlap · 3 shared positions

$ETN $UNP $MDT

$142M

54 positions

#25DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$ETN $CB $APD

$124M

100 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.