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Hedge Funds Similar to Crusonia Wealth Advisors

13F Portfolio OverlapQ2 2026Crusonia Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Crusonia Wealth Advisors LLC is an institutional investor managing $609M across 235 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 Crusonia Wealth Advisors are Titan Investment, LIGHTHOUSE FINANCIAL SERVICES, Slagle Financial, with shared positions in $DELL, $PEP, $LMT, $MS, $WFC, $KYN. The full ranking of 25 similar funds is below.

#1Titan Investment Management LLCActive
Some overlap · 4 shared positions
$DELL$PEP$LMT$MS
$135M
38 positions
#2LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 4 shared positions
$DELL$PEP$WFC$MS
$476M
102 positions
#3Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$DELL$PEP$WFC
$334M
127 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DELL$PEP$LMT$WFC
$2.5B
270 positions
#5Garner Asset Management CorpPassive
Some overlap · 3 shared positions
$DELL$KYN$MS
$308M
169 positions
#6DCM Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$PEP$WFC$MS
$253M
38 positions
#7STAR Financial BankActive
Some overlap · 4 shared positions
$PEP$LMT$WFC$MS
$245M
109 positions
#8MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$PEP$LMT$WFC$MS
$1.2B
106 positions
#9VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PEP$DELL$MS
$1.1B
146 positions
#10Red Door Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DELL$PEP$LMT
$1.1B
320 positions
#11McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$DELL$PEP$LMT$MS
$1.9B
322 positions
#12Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$DELL$LMT$MS
$262M
58 positions
#13Alpha Advisors, LLC/VAActive
Some overlap · 3 shared positions
$DELL$LMT$WFC
$133M
51 positions
#14Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$DELL$WFC$MS
$248M
55 positions
#15ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$DELL$WFC$MS
$1.1B
111 positions
#16OPINICUS CAPITAL, INC.Passive
Some overlap · 3 shared positions
$DELL$WFC$PEP
$187M
105 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PEP$LMT$WFC
$233M
122 positions
#18Focused Investors LLCActive
Some overlap · 3 shared positions
$PEP$LMT$MS
$3.0B
23 positions
#19Commonwealth Retirement Investments LLCPassive
Some overlap · 3 shared positions
$PEP$LMT$MS
$368M
417 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$PEP$LMT$MS
$159M
62 positions
#21COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$PEP$WFC$MS
$166M
88 positions
#22Bradyco, Inc.Active
Some overlap · 3 shared positions
$PEP$WFC$MS
$87M
33 positions
#23Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$PEP$LMT$WFC
$797M
110 positions
#24Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$PEP$LMT$RACE
$894M
60 positions
#25Gallagher Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$LMT$MS$WFC
$175M
71 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.