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Hedge Funds Similar to HOLLENCREST SECURITIES

13F Portfolio OverlapQ1 2026HOLLENCREST SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

HOLLENCREST SECURITIES LLC is an institutional investor managing $2.7B across 1,221 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HOLLENCREST SECURITIES are NS Partners Ltd, Cohen ,, Argo Wealth Advisory,, with shared positions in $MAR, $UNH, $AMAT, $PM, $SYK, $CRM. The full ranking of 25 similar funds is below.

#1NS Partners LtdActive
Some overlap · 5 shared positions
$MAR$UNH$AMAT$PM$SYK
$2.2B
71 positions
#2Cohen Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MAR$UNH$AMAT$CRM$SYK
$644M
154 positions
#3Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$MAR$UNH$WT$HUM$SYK
$170M
48 positions
#4Sanders Capital, LLCActive
Some overlap · 5 shared positions
$UNH$CRM$AMAT$CI$ULTA
$83.9B
44 positions
#5Accordant Advisory Group IncPassive
Some overlap · 6 shared positions
$PPLT$PSLV$CEF$AEM$TME$HUM
$161M
238 positions
#6Stelac Advisory Services LLCPassive
Some overlap · 4 shared positions
$UPS$WT$UNH$AMAT
$494M
163 positions
#7Commonwealth Retirement Investments LLCPassive
Some overlap · 5 shared positions
$UPS$UNH$AMAT$TJX$OKE
$323M
122 positions
#8CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$UNH$UPS$CRM$PM
$140M
72 positions
#9Vermillion & White Wealth Management Group, LLCActive
Some overlap · 6 shared positions
$UPS$WT$PM$UNH$CRM$HUM
$128M
63 positions
#10OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$UNH$UPS$CI$PM
$565M
141 positions
#11GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$MAR$UNH$AMAT$TJX$OKE
$201M
165 positions
#12PARK NATIONAL CORP /OH/Passive
Some overlap · 4 shared positions
$MAR$WT$CRM$TJX
$3.3B
381 positions
#13RM Financial Services, LLCActive
Some overlap · 4 shared positions
$MAR$UPS$AMAT$HUM
$116M
75 positions
#14Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$MAR$WT$CRM$TJX
$451M
146 positions
#15TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$UPS$UNH$CI$PM
$514M
167 positions
#16FOREFRONT WEALTH MANAGEMENT INC.
Some overlap · 4 shared positions
$MAR$WT$UNH$OKE
$139M
71 positions
#17Private Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$PSLV$WT$AMAT$MAR$PPLT$OKE
$356M
95 positions
#18HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MAR$WT$AMAT$PM
$293M
166 positions
#19MANNING & NAPIER ADVISORS LLCActive
Some overlap · 4 shared positions
$UPS$UNH$AMAT$TJX
$7.1B
616 positions
#20Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$UNH$CRM$AMAT$TJX
$200M
94 positions
#21tru Independence LLCPassive
Some overlap · 4 shared positions
$MAR$WT$CRM$HUM
$202M
102 positions
#22ABBINGTON INVESTMENT GROUPActive
Some overlap · 4 shared positions
$PPLT$PSLV$TME$AEM
$172M
51 positions
#23Marks Group Wealth Management, IncPassive
Some overlap · 5 shared positions
$UNH$CRM$WT$TJX$SYK
$1.0B
337 positions
#24RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MAR$CRM$AMAT$CI
$278M
92 positions
#25Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 4 shared positions
$UNH$CRM$TJX$CI
$39.1B
628 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.