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 Crossmark Global

13F Portfolio OverlapQ3 2026Crossmark Global portfolio →

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Most similar hedge funds by 13F overlap

Crossmark Global Holdings, Inc. is an institutional investor managing $7.7B across 1,264 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 Crossmark Global are Beta Wealth Group, Larry Mathis Financial Planning, United Super Pty Ltd in its capacity as Trustee for the Cons, with shared positions in $QCOM, $GILD, $C, $TJX, $SCHW, $ANET. The full ranking of 25 similar funds is below.

#1Beta Wealth Group, Inc.Active

Some overlap · 9 shared positions

$QCOM $GILD $C $TJX $SCHW $ANET

$267M

114 positions

#2Larry Mathis Financial Planning, LLCPassive

Some overlap · 9 shared positions

$QCOM $GILD $C $DELL $VZ $SCHW

$118M

116 positions

#3United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 7 shared positions

$QCOM $C $GILD $DELL $VZ $WFC

$5.6B

184 positions

#4GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$C $TJX $GILD $ANET $MS $ADI

$2.9B

212 positions

#5LSV ASSET MANAGEMENTActive

Some overlap · 7 shared positions

$QCOM $C $DELL $VZ $CVS $WFC

$55.1B

889 positions

#6Urban Wealth Management, LLCPassive

Some overlap · 7 shared positions

$QCOM $C $VZ $ANET $CVS $JCI

$112M

108 positions

#7Harrington Investments, INCPassive

Some overlap · 6 shared positions

$QCOM $GILD $TJX $ASML $SCHW $JCI

$209M

80 positions

#8Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$C $TJX $DELL $ASML $ANET $WFC

$472M

493 positions

#9Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$QCOM $C $DELL $ANET $MS $ADI

$169M

77 positions

#10DAVIDSON INVESTMENT ADVISORSActive

Some overlap · 6 shared positions

$QCOM $C $SCHW $ANET $ADI $CVS

$2.4B

122 positions

#11Hudson Canyon Capital ManagementPassive

Some overlap · 6 shared positions

$C $TJX $DELL $SCHW $MS $WDC

$187M

50 positions

#12TWO SIGMA INVESTMENTS, LPPassive

Some overlap · 7 shared positions

$ASML $C $SCHW $TJX $MS $WDC

$138.1B

5,017 positions

#13Severin Investments, LLCPassive

Some overlap · 6 shared positions

$C $DELL $ASML $VZ $MS $WFC

$133M

174 positions

#14Oliver Luxxe Assets LLCPassive

Some overlap · 6 shared positions

$GILD $C $SCHW $MS $CVS $WFC

$638M

194 positions

#15Van Diest Capital, LLCPassive

Some overlap · 6 shared positions

$QCOM $SCHW $ANET $ASML $ADI $WFC

$112M

176 positions

#16CITIZENS & NORTHERN CORPActive

Some overlap · 6 shared positions

$C $TJX $SCHW $ADI $CVS $WFC

$438M

117 positions

#17ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 6 shared positions

$TJX $DELL $SCHW $ANET $ADI $WFC

$129M

106 positions

#18NVWM, LLCPassive

Some overlap · 6 shared positions

$DELL $TJX $ASML $ANET $MS $WFC

$533M

799 positions

#19Vista Private Wealth Partners. LLCActive

Some overlap · 6 shared positions

$GILD $VZ $C $SCHW $CVS $WFC

$301M

90 positions

#20VCI Wealth Management LLCPassive

Some overlap · 5 shared positions

$GILD $C $TJX $SCHW $MS

$399M

99 positions

#21VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$QCOM $C $DELL $VZ $MS

$1.1B

141 positions

#22GRIFFIN ASSET MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$QCOM $TJX $C $ASML $WFC

$934M

240 positions

#23Insight Inv LLCPassive

Some overlap · 5 shared positions

$QCOM $C $TJX $JCI $MS

$210M

108 positions

#24GKV Capital Management Co., Inc.Passive

Some overlap · 5 shared positions

$C $TJX $ASML $VZ $ANET

$310M

83 positions

#25Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$QCOM $C $DELL $VZ $CVS

$160M

124 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.