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Hedge Funds Similar to Cresset Asset

13F Portfolio OverlapQ2 2026Cresset Asset portfolio →
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Most similar hedge funds by 13F overlap

Cresset Asset Management, LLC is an institutional investor managing $27.6B across 1,747 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cresset Asset are COUNSEL, Titan Wealth (CI) Ltd, Impact Advisors, with shared positions in $ANET, $TECH, $ADI, $RDDT, $PLTR, $TXN. The full ranking of 25 similar funds is below.

#1CAPITAL COUNSEL LLC/NYSmart money
Notable overlap · 3 shared positions
$ANET$TECH$ADI
$2.6B
58 positions
#2Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$ANET$RDDT$PLTR
$269M
51 positions
#3Capital Impact Advisors, LLCActive
Some overlap · 3 shared positions
$ANET$RDDT$PLTR
$1.8B
29 positions
#4Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$ANET$PLTR$TXN
$226M
45 positions
#5GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ANET$PLTR$ADI
$363M
43 positions
#6True Vision MN LLC
Some overlap · 3 shared positions
$ANET$PLTR$IAU
$194M
98 positions
#7FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 4 shared positions
$ANET$TXN$EQIX$ADI
$1.3B
201 positions
#8SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$ANET$PLTR$EQIX
$125M
51 positions
#9Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$ANET$PLTR$IAU
$819M
339 positions
#10Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$ANET$TXN$EQIX$ADI
$8.0B
102 positions
#11Daybright Advisory Services, Inc.Active
Some overlap · 3 shared positions
$ANET$DOV$PLTR
$419M
145 positions
#12Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$ANET$TXN$ADI
$181M
73 positions
#13Winslow Capital Management, LLCActive
Some overlap · 3 shared positions
$ANET$CHRW$ADI
$29.1B
66 positions
#14QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ANET$PLTR$IAU
$856M
115 positions
#15LightSquare Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ANET$RDDT$ADI
$145M
104 positions
#16Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ANET$PLTR$IAU
$766M
194 positions
#17Brendel Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$CHRW$PLTR$DOV
$216M
101 positions
#18PAX Financial Group, LLCActive
Slight overlap · 3 shared positions
$ANET$IAU$TXN
$673M
207 positions
#19Front Row Advisors LLCPassive
Slight overlap · 4 shared positions
$ANET$DOV$EQIX$ADI
$345M
576 positions
#20Elevation Wealth Management LLCPassive
Slight overlap · 5 shared positions
$RDDT$PLTR$TXN$ANET$ADI
$134M
146 positions
#21Uniting Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$CHRW$IAU$PLTR
$492M
207 positions
#22FIDUCIARY FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$IAU$ANET$PLTR$DOV
$882M
373 positions
#23Evelyn Partners Asset Management Ltd
Slight overlap · 3 shared positions
$ANET$DOV$IAU
$406M
308 positions
#24Hilltop National BankPassive
Slight overlap · 3 shared positions
$ANET$IAU$TXN
$468M
805 positions
#25RED REEF ADVISORS LLCPassive
Slight overlap · 3 shared positions
$ANET$PLTR$DOV
$108M
183 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.