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Hedge Funds Similar to Cresset Asset ,

13F Portfolio OverlapQ1 2026Cresset Asset , portfolio →
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Most similar hedge funds by 13F overlap

Cresset Asset Management, LLC is an institutional investor managing $23.1B across 1,657 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 Cresset Asset , are Impact Advisors,, DSM PARTNERS, QUEST INVESTMENT, with shared positions in $ANET, $RDDT, $PLTR, $MKL, $MDLZ, $AGQ. The full ranking of 25 similar funds is below.

#1Capital Impact Advisors, LLCPassive
Some overlap · 3 shared positions
$ANET$RDDT$PLTR
$247M
30 positions
#2DSM CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$ANET$RDDT$PLTR
$5.7B
44 positions
#3QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MKL$MDLZ$AGQ$ANET$IAU$PLTR
$857M
122 positions
#4Mezzasalma Advisors, LLCPassive
Some overlap · 3 shared positions
$ANET$PLTR$MDLZ
$391M
155 positions
#5Asempa Wealth AdvisorsPassive
Some overlap · 6 shared positions
$MKL$MDLZ$HUM$IAU$UNIT$GLDM
$115M
115 positions
#6CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 5 shared positions
$MKL$AGQ$HUM$IAU$GLDM
$689M
198 positions
#7Discipline Wealth Solutions, LLCActive
Some overlap · 6 shared positions
$MKL$AGQ$IAU$HUM$UNIT$DOV
$950M
192 positions
#8Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MDLZ$PLTR$AGQ$IAU$GLDM
$154M
545 positions
#9Stratos Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$MKL$AGQ$HUM$DOV$AMN$GLDM
$1.6B
609 positions
#10LIBERTY WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MKL$MDLZ$IAU$UNIT
$800M
268 positions
#11Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$MKL$PLTR$HUM$DOV
$151M
54 positions
#12HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MKL$PLTR$HUM$DOV
$238M
142 positions
#13Excelsior Advisor Network LLCPassive
Some overlap · 5 shared positions
$MDLZ$HUM$IAU$DOV$MKL
$263M
226 positions
#14Aft, Forsyth & Sober, LLCActive
Some overlap · 3 shared positions
$ANET$MDLZ$PLTR
$328M
62 positions
#15Dentgroup LLC
Some overlap · 5 shared positions
$MDLZ$MKL$HUM$IAU$UNIT
$146M
93 positions
#16GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 5 shared positions
$MKL$AGQ$HUM$AMN$UNIT
$128M
42 positions
#17UPTICK PARTNERS, LLCPassive
Some overlap · 7 shared positions
$MDLZ$HUM$IAU$OBDC$AMN$UNIT
$502M
293 positions
#18Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$MKL$HUM$IAU$UNIT$PLTR
$365M
111 positions
#19Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$ANET$PLTR$AGQ$AMN
$371M
76 positions
#20Uniting Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$PLTR$AGQ$CHRW$IAU$AMN
$470M
205 positions
#21Kaydan Wealth Management, Inc.Active
Some overlap · 4 shared positions
$MDLZ$AGQ$HUM$IAU
$299M
109 positions
#22Hegarty Advisors, LLCActive
Some overlap · 5 shared positions
$MKL$HUM$DOV$UNIT$GLDM
$127M
57 positions
#23ASL Financial, LLCActive
Some overlap · 4 shared positions
$MKL$AGQ$IAU$MDLZ
$125M
91 positions
#24Security Financial Services, INC.Passive
Some overlap · 4 shared positions
$MDLZ$HUM$MKL$IAU
$632M
203 positions
#25Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$MKL$AGQ$HUM$GLDM
$469M
151 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.