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Hedge Funds Similar to Hillcrest Wealth Advisors - NY

13F Portfolio OverlapQ3 2026Hillcrest Wealth Advisors - NY portfolio →
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Most similar hedge funds by 13F overlap

Hillcrest Wealth Advisors - NY, LLC is an institutional investor managing $282M across 55 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hillcrest Wealth Advisors - NY are Strategic Investment Solutions, Cornerstone, CPR Investments, with shared positions in $SLV, $IAU, $SNDK, $GPN, $PNC, $DBA. The full ranking of 15 similar funds is below.

#1Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$IAU$SNDK
$437M
707 positions
#2Cornerstone Management, Inc.Smart money
Some overlap · 3 shared positions
$GPN$SLV$PNC
$673M
67 positions
#3CPR Investments Inc.Active
Some overlap · 3 shared positions
$SLV$IAU$SNDK
$134M
64 positions
#4Delta Global Management LPPassive
Some overlap · 3 shared positions
$GPN$SNDK$PNC
$922M
149 positions
#5FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$SLV$IAU$DBA
$2.0B
420 positions
#6AMG National Trust BankActive
Slight overlap · 3 shared positions
$IAU$SLV$PNC
$4.9B
444 positions
#7Brookwood Investment Group LLCPassive
Slight overlap · 3 shared positions
$SLV$IAU$SNDK
$888M
538 positions
#8Proficio Capital Partners LLCPassive
Slight overlap · 3 shared positions
$IAU$SLV$DBA
$2.8B
691 positions
#9PANORAMIC INVESTMENT ADVISORS, LLCActive
Slight overlap · 3 shared positions
$IAU$PNC$SLV
$209M
141 positions
#10waypoint wealth counselPassive
Slight overlap · 3 shared positions
$IAU$PNC$SNDK
$172M
162 positions
#11Gibson Capital, LLCSmart money
Slight overlap · 3 shared positions
$IAU$PNC$SLV
$589M
92 positions
#12Palisades Hudson Asset Management, L.P.Active
Slight overlap · 3 shared positions
$IAU$PNC$SLV
$286M
108 positions
#13Golden State Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SNDK$IAU$SLV
$1.1B
1,620 positions
#14Ameritas Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$SLV$IAU$SNDK
$5.0B
1,942 positions
#15Atlas Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$SLV$PNC
$92M
64 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.