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Hedge Funds Similar to Crescent Grove Advisors,

13F Portfolio OverlapQ1 2026Crescent Grove Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Crescent Grove Advisors, LLC is an institutional investor managing $1.0B across 302 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 Crescent Grove Advisors, are L1 International Pty Ltd, Triavera, Spinecap SAS, with shared positions in $CDW, $ICE, $DHR, $KKR, $FIS, $FISV. The full ranking of 25 similar funds is below.

#1L1 Capital International Pty LtdActive
Some overlap · 3 shared positions
$CDW$ICE$DHR
$1.7B
23 positions
#2Triavera Capital LLCActive
Some overlap · 3 shared positions
$ICE$KKR$DHR
$167M
16 positions
#3Spinecap SASActive
Some overlap · 3 shared positions
$ICE$KKR$DHR
$272M
15 positions
#4Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$CDW$FIS$FISV
$7.1B
25 positions
#5Caldwell Investment Management Ltd.Active
Some overlap · 3 shared positions
$ICE$KKR$AEM
$255M
57 positions
#6White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$KKR$IAU$DHR$BRZE$SNOW
$721M
145 positions
#7Prana Capital Management, LPPassive
Some overlap · 3 shared positions
$ICE$FIS$FISV
$3.3B
131 positions
#8Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$KKR$IAU$ARKO$DHR
$350M
147 positions
#9AdvisorNet Financial, IncPassive
Some overlap · 6 shared positions
$KKR$IAU$SNOW$BRZE$ARKO$CARR
$1.9B
2,262 positions
#10PFG AdvisorsPassive
Some overlap · 5 shared positions
$KKR$ARKO$DHR$BRZE$SNOW
$2.1B
788 positions
#11Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$KKR$IAU$DHR$BRZE$NEM
$98M
68 positions
#12Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$KKR$IAU$BRZE$SNOW$NEM
$149M
70 positions
#13Zhang Financial LLCActive
Some overlap · 5 shared positions
$KKR$IAU$BRZE$SNOW$DHR
$2.9B
367 positions
#14Integrity Wealth Solutions LLCPassive
Some overlap · 5 shared positions
$KKR$IAU$BRZE$DHR$SNOW
$255M
130 positions
#15Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$KKR$IAU$DHR$BRZE$SNOW
$290M
607 positions
#16WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ICE$CARR$DHR
$2.1B
122 positions
#17Triad Investment ManagementPassive
Some overlap · 3 shared positions
$CDW$DHR$FISV
$271M
51 positions
#18Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$KKR$IAU$DHR$API
$90M
65 positions
#19Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$KKR$IAU$DHR$BRZE
$130M
96 positions
#20Mirador Capital Partners LPPassive
Some overlap · 4 shared positions
$KKR$ICE$DHR$SNOW
$706M
205 positions
#21Delta Global Management LPPassive
Some overlap · 3 shared positions
$ICE$KKR$SNOW
$1.2B
154 positions
#22Saranac Partners LtdPassive
Some overlap · 3 shared positions
$ICE$DHR$FISV
$234M
103 positions
#23Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$KKR$IAU$API$SNOW
$209M
181 positions
#24SAGE RHINO CAPITAL LLCPassive
Some overlap · 4 shared positions
$KKR$IAU$API$SNOW
$535M
330 positions
#25Koa Wealth Management, LLCActive
Some overlap · 4 shared positions
$ICE$DHR$IAU$NEM
$138M
56 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.