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 Crestwood Advisors Group,

13F Portfolio OverlapQ1 2026Crestwood Advisors Group, portfolio →

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Most similar hedge funds by 13F overlap

Crestwood Advisors Group, LLC is an institutional investor managing $5.9B across 766 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 Crestwood Advisors Group, are Guinness Atkinson Asset, Hartford Financial, Alecta Tjanstepension Omsesidigt, with shared positions in $AMAT, $KLAC, $LRCX, $DHR, $APH, $TMO. The full ranking of 25 similar funds is below.

#1Guinness Atkinson Asset Management IncActive

Some overlap · 7 shared positions

$AMAT $KLAC $LRCX $DHR $APH $TMO

$200M

123 positions

#2Hartford Financial Management Inc.Passive

Some overlap · 7 shared positions

$AMAT $KLAC $TJX $DHR $HON $CME

$392M

344 positions

#3Alecta Tjanstepension OmsesidigtActive

Some overlap · 7 shared positions

$AMAT $TJX $KLAC $APH $TMO $DHR

$20.5B

78 positions

#4Progressive Investment Management CorpActive

Some overlap · 7 shared positions

$AMAT $KLAC $LRCX $DHR $APH $TMO

$379M

58 positions

#5Raiffeisen Bank International AGActive

Some overlap · 7 shared positions

$AMAT $LRCX $PWR $KLAC $TMO $BAC

$7.0B

824 positions

#6Westerkirk Capital Inc.Active

Some overlap · 6 shared positions

$AMAT $TJX $KLAC $LRCX $TMO $AZN

$929M

208 positions

#7Phraction Management LLCActive

Some overlap · 6 shared positions

$AMAT $LRCX $DHR $HON $TMO $BAC

$483M

65 positions

#8Decatur Capital Management, Inc.Active

Some overlap · 6 shared positions

$BKNG $TJX $KLAC $APH $TMO $CME

$219M

33 positions

#9Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$AMAT $BKNG $KLAC $LRCX $APH

$172M

76 positions

#10Avanda Investment Management Pte. Ltd.Active

Some overlap · 5 shared positions

$AMAT $SE $KLAC $LRCX $TMO

$63M

24 positions

#11LOM Asset Management LtdPassive

Some overlap · 5 shared positions

$AMAT $BKNG $TJX $HON $LRCX

$348M

277 positions

#12Scott & Selber, Inc.Active

Some overlap · 6 shared positions

$AMAT $LRCX $HON $KMI $TMO $BAC

$387M

91 positions

#13RENAISSANCE GROUP LLCPassive

Some overlap · 5 shared positions

$AMAT $TJX $KLAC $LRCX $APH

$2.4B

234 positions

#14NORRIS PERNE & FRENCH LLP/MISmart money

Some overlap · 5 shared positions

$AMAT $TJX $KLAC $DHR $TMO

$1.5B

139 positions

#15Elefante Mark BPassive

Some overlap · 6 shared positions

$AMAT $TJX $DHR $XYL $HON $APH

$182M

58 positions

#16HALL LAURIE J TRUSTEEActive

Some overlap · 5 shared positions

$AMAT $TJX $DHR $APH $XYL

$283M

104 positions

#17Boston Common Asset Management, LLCActive

Some overlap · 6 shared positions

$TJX $AMAT $DHR $XYL $CME $BAC

$1.6B

186 positions

#18DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 6 shared positions

$AMAT $PWR $TJX $AZN $TMO $BAC

$112.7B

1,002 positions

#19Perennial Advisors, LLCActive

Some overlap · 6 shared positions

$AMAT $APH $TJX $HON $XYL $TMO

$587M

122 positions

#20MANNING & NAPIER ADVISORS LLCActive

Some overlap · 5 shared positions

$AMAT $TJX $LRCX $APH $BKNG

$7.1B

616 positions

#21Western Financial Corp/CAActive

Some overlap · 6 shared positions

$AMAT $LRCX $SE $KLAC $APH $PWR

$255M

127 positions

#22Penobscot Investment Management Company, Inc.Active

Some overlap · 6 shared positions

$TJX $PWR $APH $KLAC $AZN $DHR

$1.3B

311 positions

#23COUNTRY TRUST BANKActive

Some overlap · 5 shared positions

$AMAT $BKNG $APH $HON $XYL

$5.3B

572 positions

#24TRUST CO OF OKLAHOMAActive

Some overlap · 6 shared positions

$AMAT $LRCX $DHR $HON $TMO $APH

$343M

139 positions

#25Delaney Dennis RActive

Some overlap · 5 shared positions

$AMAT $TJX $DHR $XYL $HON

$282M

60 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.