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Hedge Funds Similar to Crewe Advisors

13F Portfolio OverlapQ1 2026Crewe Advisors portfolio →
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Most similar hedge funds by 13F overlap

Crewe Advisors LLC is an institutional investor managing $1.2B across 1,038 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 Crewe Advisors are Midwest Financial Group, BOS Asset ,, Tandem Investment Partners, with shared positions in $MDY, $OKE, $AMD, $USB, $SCHW, $MAR. The full ranking of 25 similar funds is below.

#1Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$MDY$OKE$AMD$USB
$234M
126 positions
#2BOS Asset Management, LLCPassive
Some overlap · 6 shared positions
$OKE$USB$SCHW$MAR$JHG$HUM
$392M
200 positions
#3Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$MAR$USB$HUM
$118M
73 positions
#4Bulwark Capital CorpActive
Some overlap · 5 shared positions
$OKE$MAR$JHG$HUM$MS
$162M
100 positions
#5Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$MAR$SCHW$HUM
$148M
83 positions
#6Innovative Wealth Building LLCActive
Some overlap · 4 shared positions
$OKE$MAR$MS$HUM
$142M
70 positions
#7SMITH, MOORE & CO.Passive
Some overlap · 6 shared positions
$MDY$USB$MAR$JHG$MS$HUM
$1.4B
558 positions
#8IFS Group,LLCPassive
Some overlap · 4 shared positions
$OKE$USB$AMD$SE
$112M
144 positions
#9Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$MAR$USB
$190M
104 positions
#10Divergent Planning, LLC
Some overlap · 5 shared positions
$MDY$USB$MAR$JHG$MS
$392M
36 positions
#11HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$MDY$MAR$SCHW$HUM
$246M
118 positions
#12Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$MAR$MS
$224M
47 positions
#13BLUELINE ADVISORS LLCActive
Some overlap · 7 shared positions
$MDY$USB$SCHW$JHG$SE$HUM
$129M
217 positions
#14Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 5 shared positions
$MDY$MAR$SCHW$USB$MS
$257M
109 positions
#15SFE Investment CounselPassive
Some overlap · 3 shared positions
$OKE$AMD$USB
$635M
143 positions
#16Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$MDY$MAR$HUM
$145M
35 positions
#17Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$OKE$USB$AFRM
$154M
64 positions
#18Autumn Glory Partners, LLCPassive
Some overlap · 4 shared positions
$OKE$MAR$JHG$MS
$272M
204 positions
#191 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$OKE$USB$JHG
$277M
270 positions
#20Bay Rivers GroupPassive
Some overlap · 5 shared positions
$MDY$AMD$USB$SCHW$HUM
$240M
109 positions
#21Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$OKE$MAR$SCHW$JHG
$252M
96 positions
#22Sourcerock Group LLCActive
Some overlap · 3 shared positions
$OKE$USB$EQT
$2.5B
41 positions
#23Latigo Investments, LLCActive
Some overlap · 3 shared positions
$MDY$USB$SCHW
$201M
14 positions
#24LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$OKE$SCHW$MAR
$378M
89 positions
#25Clearwave Capital, LLCPassive
Some overlap · 3 shared positions
$OKE$AMD$ANET
$146M
146 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.