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Hedge Funds Similar to RS CRUM

13F Portfolio OverlapQ3 2026RS CRUM portfolio →
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Most similar hedge funds by 13F overlap

RS CRUM INC. is an institutional investor managing $534M across 102 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 RS CRUM are R.H. Dinel Investment Counsel, Pinnacle West Asset, Pathway Financial Advisers, with shared positions in $EPD, $OKE, $QCOM, $AMGN, $CCZ, $VZ. The full ranking of 25 similar funds is below.

#1R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$EPD$OKE$QCOM$AMGN$CCZ$VZ
$142M
39 positions
#2Pinnacle West Asset Management, Inc.Passive
Some overlap · 5 shared positions
$EPD$OKE$DIS$AMGN$TXN
$145M
104 positions
#3Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$EPD$OKE$SO$AMGN$VZ$PM
$397M
167 positions
#4Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$EMR$EPD$QCOM$AMGN
$204M
95 positions
#5Novak & Powell Financial Services, Inc.Passive
Some overlap · 7 shared positions
$EPD$SO$QCOM$AMGN$TXN$DOV
$212M
171 positions
#6GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$EPD$EMR$DIS$AMGN
$148M
1,422 positions
#7Bollard Group LLCActive
Some overlap · 4 shared positions
$EPD$OKE$EMR$SO
$3.3B
309 positions
#8Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$EMR$EPD$SO$TXN
$398M
113 positions
#9Argyle Capital Partners, LLCPassive
Some overlap · 5 shared positions
$EPD$OKE$QCOM$AMGN$PH
$162M
175 positions
#10VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$EMR$DIS$QCOM$AMGN$TXN
$367M
111 positions
#11Tevis Investment ManagementPassive
Some overlap · 6 shared positions
$EMR$OKE$DIS$UL$VZ$PM
$183M
104 positions
#12Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$EMR$DIS$SO$AMGN$TXN
$246M
143 positions
#13Foster Victor Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$EMR$OKE$QCOM$AMGN$PM
$2.0B
266 positions
#14Welch Group, LLCPassive
Some overlap · 6 shared positions
$EMR$SO$QCOM$CINF$TXN$VZ
$2.9B
326 positions
#15Icon Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$EPD$OKE$DIS$TXN$PM
$1.7B
420 positions
#16DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$EPD$OKE$AMGN$TXN$PH
$517M
137 positions
#17INDEPENDENT INVESTORS INCSmart money
Some overlap · 5 shared positions
$EMR$DIS$QCOM$AMGN$DOV
$524M
73 positions
#18Advanced Asset Management Advisors IncActive
Some overlap · 6 shared positions
$EMR$SO$QCOM$AMGN$TXN$CINF
$387M
88 positions
#19InvesTrustPassive
Some overlap · 5 shared positions
$EMR$OKE$DIS$VZ$PM
$247M
91 positions
#20C2C Wealth Management, LLCPassive
Some overlap · 5 shared positions
$EPD$OKE$AMGN$VZ$PM
$128M
90 positions
#21Charles Schwab Trust CoActive
Some overlap · 6 shared positions
$OKE$EPD$AMGN$EMR$PH$PM
$1.7B
186 positions
#22WP Advisors, LLCActive
Some overlap · 5 shared positions
$EPD$OKE$QCOM$AMGN$PM
$436M
110 positions
#23Monetary Solutions, LtdActive
Some overlap · 5 shared positions
$EMR$SO$AMGN$EPD$DIS
$117M
636 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$EMR$SO$QCOM$AMGN$TXN
$108M
52 positions
#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$EMR$SO$QCOM$AMGN$VZ
$203M
58 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.